Referral Program: How do I Find Brokers to Refer My Clients to?

If you have a client with a need outside of your specialty, you can identify broker(s) accepting referrals with a focus on that particular need.

To get started, click NETWORK. Then, click BUSINESS REFERRALS and COLLABORATION.

From here, you can actively search for brokers accepting referrals and/or you can post your Broker Referral requirements to automatically be matched to brokers that meet your criteria 24/7.

'

If you would like to get clients referred to you, click on “I am seeking referral clients” and edit your profile.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk