How can I refer other agents/advisors to WebPrez?
We appreciate you thinking of us — referrals are actually one of the biggest ways we grow.
There are a few simple ways to introduce WebPrez, depending on what feels most natural for you:
🔹 Option 1: Quick Personal Introduction (Most Effective)
The best referrals usually happen through a simple, personal message.
Here’s a proven example you can copy and customize:
Subject: Thought of you — this might help with client communication
Hi [First Name],
I wanted to share something I’ve been using that’s made a big difference in how I explain things to clients.
It’s called WebPrez — they have short, client-friendly videos that simplify topics like annuities, life insurance, and retirement strategies.
What I like most is:
- It saves me time explaining the same concepts
- Clients actually understand what I’m showing them
- It helps move conversations forward faster
If you’re open to it, here’s their site:
Happy to share how I’ve been using it if helpful.
— [Your Name]
🔹 Option 2: Send a Video (Even Better)
If you’re already using WebPrez videos, the easiest way to refer someone is to just send them one.
Example:
- “This is how I explain [topic] to clients now”
- “Thought you might find this useful in your process”
This works well because:
- It shows, not tells
- They immediately understand the value
- It feels natural, not like a pitch
🔹 Option 3: Mention It in Conversation
Many referrals happen casually:
- At events
- On Zoom calls
- In mastermind groups
Simple line:
“I’ve been using a video system that explains this really well — it’s been a big help.”
If they’re interested, you can share your experience or send a follow-up link.
🚀 Want Us to Help?
If you have someone in mind, we’re happy to take great care of them.
You can:
- Send them directly to https://www.webprez.com
- Or connect us via email and we’ll handle the rest professionally
🧠 Pro Tip
The most effective referrals happen when:
- You tie WebPrez to a specific problem they’re already dealing with
- You share how it’s helped you personally
- You keep it simple and low-pressure
Updated on: 03/28/2026
Thank you!