My follow-up might look like this:
Dear _____,
Jane Doe mentioned your name and thought that I may be of service to you as an insurance agent.
To get to know me, please click this link to look at the following insurance specialist testimonials (attach link).
Here is a link to understand the “Client Protection Review” process (attach link) that Jane Doe is working on.
Please e-mail me back if you would like to have a complimentary conversation about how I can help you meet your coverage needs and exceed your financial goals.
Kind regards,
Doug
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Hopefully, this example will guide you the next time you’re fortunate enough to receive a referral.
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