The Problem

Paper Based Manual Customer Referral Process – Service Representatives completed internet based forms which were then emailed to the service provider who manually distributed them to the appropriate party.

The Solution

Developed a comprehensive referral management program for Incented Investment and Insurance referrals.  A workflow was developed to facilitate the remittance of warm leads from customer service areas to investment and insurance representatives.  Numerous features were incorporated that simplified and automated what was once a labor intensive manual process.  Program management and incentive payments have been rendered quick and virtually painless by the development of comprehensive reports that compile and present the collected data.