External Referral Partner Form
This would be similar to our upcoming feature QuoteForms but it would give you a bit more customization for the referral partner. This could be another Agency, Financial Planner or even a Mortage/Realtor relationship.
With QuoteForms you'll be able to do this but I am thinking we may want to expand upon it a bit more.
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Comments3
David Watson
Nov 18, 2024
Referral Partner's Logo (Maybe something like Agency Logo + Referral Partner Logo)
Description could be used to explain the form
Option to change QuoteForm Color
Kirk Chester
Jun 27, 2024
We are currently working to do this actively. At this point we would just give our referral partner a paid log in to input the data and then have a licensed agent quote and present the rates.
I also believe that this would differ by referral partner. The one we are currently working with is a mortgage broker so they have 100% of the home information and personal information. With the automatic vehicle and driver pull it gives them an easy way to get all of the auto data to quote.
If it is a realtor or someone that is not as financially connected to the client a simpler Referral form. We work with a real estate team and they send us the closing recap sheet with the MLS print sheet. Then our agents reach out to get the rest of the information.
It may be good to consider different levels of referral forms. One that they can input PII and one without.
Joshua Lipstone
Jun 27, 2024
Being able to co-brand with a referral partner and/or COI would be great. I like this idea.