Summer Real Estate: Helping Clients Check Insurance Off Their Moving List

 


Summer Real Estate: Helping Clients Check Insurance Off Their Moving List

Summer is traditionally one of the busiest seasons in the real estate market. Whether your clients are relocating across town, purchasing their first home, downsizing, or simply preparing for summer road trips, June brings a flurry of moving parts. Amidst the packing, inspections, and closing details, clients often need to secure reliable auto and home coverage.

As a real estate professional, you can add significant value to your client relationships by helping them streamline this process. Through the Liberty Mutual Auto Insurance Referral Program™, it is easy to connect your clients with trusted coverage. Liberty Mutual serves as the National Association of REALTORS® exclusive personal insurance provider under the REALTOR Benefits® Program.

Four Simple Ways to Integrate Referrals

Updating insurance naturally aligns with major life milestones like buying a new vehicle, bundling policies, or changing an address. Here are four efficient ways to keep referrals moving seamlessly:

  1. Bring it up during move planning: Mention insurance options naturally when clients are updating their address or finalizing logistics. A timely reminder helps them check an essential item off their moving checklist without added stress.

  2. Utilize the digital handoff: For the fastest service, use the Liberty Mutual Web Lead Form. This secure system ensures a licensed insurance agent receives the details directly and reaches out to the client promptly.

  3. Include links in routine follow-ups: Add your dedicated Liberty Mutual Referral Link to standard client communications, such as post-showing emails or closing check-ins. A brief, professional note keeps the resource available if they need it.

  4. Share the dedicated toll-free number: Clients can call 800-266-0644 directly. Remind them to mention your name and affiliation when they call in for a quote.

Program Details and Compliance

Connecting clients with a nationally recognized carrier offers peace of mind, and active referrers may qualify for referral bonuses paid by Liberty Mutual Insurance. To qualify, an auto insurance policy quote must be issued to the referred party (a sale or purchase of a policy is not required). Payments are made where state laws and regulations allow and may vary by state. Note: The program is not available in AK, CA, LA, MA, MI, ND, NM, SD, and WA.

Providing exceptional client service goes beyond the property transaction—it extends to helping them protect their new assets as they settle into their next chapter.

Location: Little Rock, AR, USA

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