On this episode, I get to sit down with Tony Iannarelli, an Insurance Agent with Liberty Mutual to answer one of our listener’s questions — how can you have a relationship with an insurance agent, as a loan officer. Tony gives us some great insights into the dynamic in this relationship, and what it means to be profit partners. Tune in to find out more!
[1:50] Jennifer introduces her guest for this episode — Tony Iannarelli.
[3:44] What is Tony’s practice?
[8:06] Tony reflects back on his initial interactions with Jennifer and what she did that was a trigger to inspire him to build that relationship with her.
[12:14] Jennifer highlights the three possible outcomes when meeting with a potential partner.
[15:26] Jennifer and Tony discuss the dynamic in a relationship where one partner gives more leads to the other than he receives in return.
[18:54] It is important to consider the value of each referral to the loan officer compared to the insurance agent.
[22:07] How does the loan officer - insurance agent relationship work?
[24:26] Understanding why your profit partner wants certain introductions will help you make better referrals.
[30:08] Jennifer and Tony discuss some other ways insurance agents and loan officers can work together.
[37:25] Tony highlights the importance of working on your business as much as working in your business.
[40:33] Tony has some tips on how you can build and expand your audience.
[45:33] Jennifer elaborates on how getting connections can be mutually beneficial and the number of opportunities available for insurance agents and loan officers to work together.
[51:17] What are some of Tony’s parting thoughts on building relationships?
[54:24] Get in touch with Tony on social media or give him a call!
Mentioned in This Episode:
Call Tony Iannarelli at 202-495-8449