EAI Referral Management Module Platinum Edition

Functional highlights of the EAI Referral Management Module Referral productivity drivers

  • Assigns and transmits referrals electronically - reduces the time spent on organization and processing
  • Generates automatic reminders for follow-up which appear on a specified rep’s electronic calendar
  • Streamlines referral source incentive payments by qualifying referrals electronically

Referral tracking and reporting

  • Automates tracking and management of referrals originating from branch or sales offices and other departments for annuities, mutual funds & securities, insurance, and other retail investment products
  • Provides important referral management information including number of referrals, follow-up performance and closing ratios/sales by rep or office
  • Allows review of referral activity by branch office or rep
  • Monitors referral goal achievement for broker-dealers and reps
  • Creates a direct link to account and clients for report and trend analysis

For a demonstration

Please contact our sales team at (503) 644-3057 to request a demonstration of
the EAI Referral Management Module.

CONNECT WITH AN EAI REPRESENTATIVE OR SCHEDULE A DEMO.

Or call (503) 644-3057 for a live demo with an EAI representative today.