Inbound Broker to Broker Referral • Contact the Referring Agent first • If you reach out to the RA and don’t make contact, don’t call customer yet • If you are unable to connect with the referring agent before your initial contact update is due, you can put this information in your update • Stay in touch with the Referring Agent
• Set communication expectations • Update them during key moments
• Don’t forget about the survey! • Only in network referrals • Filled out by the Referring Agent, not the customer • Receiving agent contacted referring agent • 90% or greater • Agent Satisfaction • 95% or greater
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