The Blueprint for Engaging Real Estate Partnerships
Insurance broker Daniel Simonovsky shares how he became the most-referred professional in his market by teaching social media and video classes to real estate agents — not pitching insurance. LOs will see a direct parallel: teach agents what they're struggling with (personal branding, video, social), and referrals follow naturally.
Teach agents the skill they're most afraid of — getting on video — and you become indispensable without ever asking for business.
Takeaways you can run this week
- Identify 3-5 established agents (10+ years in business, $20M+ production) in your market who are visibly absent on social media or video. Reach out and offer a 30-minute one-on-one session to help them record one short video — show up with your phone, a free teleprompter app, and a script.
- Use ChatGPT to write 3-4 short video scripts tailored to a top agent's local market (e.g., 'What happens to home prices if rates drop in [city]'). Send the scripts, link a free teleprompter app, and offer to edit the footage. Do this for your top 2-3 referral partners this week.
- Approach one real estate brokerage and offer a monthly 45-60 minute class on social media basics for agents (how to post a story, what to say on video, how to use a green screen). In exchange, ask to be cc'd on all new buyer transactions that come through the office.
- Build your Instagram content strategy with real estate agents as your explicit target audience — not consumers. For every post, ask: 'Will an agent laugh at this, share this, or find this useful?' If not, rework it before posting.
- Partner with a local homeowners insurance broker (like Daniel's model in reverse) to co-host agent events or classes. The insurance broker wants agent relationships; you want agent referrals. Split the outreach, share the room, both get introduced to new agents.
- At your next agent class or office visit, open with a vulnerability-based moment — a quick story about a mistake you made, a struggle you overcame, or something personal about your family. Agents who are scared to put themselves out there will connect with you faster when you go first.
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GET FREE ACCESSThe playbook
- 1. Identify your specific value-add skill (social media, video, ads, market data) that agents in your market are visibly struggling with.
- 2. Start small: teach one agent or one small team, get feedback, refine your delivery.
- 3. Approach a broker-owner with an offer: monthly training for their agents in exchange for a defined business arrangement (e.g., being cc'd on new buyer transactions).
- 4. Use the class as a connector: introduce your mortgage partners to high-performing agents you meet through the coaching relationship.
- 5. Create social content exclusively aimed at real estate agents — funny, relatable, shareable — so agents find you organically and enter your funnel.
- 6. Follow up with ChatGPT-generated scripts and teleprompter tips for top agents who are too busy to create content themselves; offer to help edit — remove friction, take things off their plate.
Worth quoting
“If you can be that solution for them, you will get all of their business 100%.”
“The bar — there's no bar in our industry. Most agents don't know how to market or brand themselves.”
Best for
LOs who want agent referrals but feel they have nothing unique to offer — this episode shows how teaching a simple skill (video/social) beats any rate sheet or lunch.