Referral Network Management
An agent directory kept in someone's personal contacts is a network that dies when that person leaves. We build the directory system that keeps every agent relationship with the network, not one person.
What we build
- Agent directory: Every partner agent's market, specialty, and performance tracked in one place.
- Relationship history: Every referral sent and received tracked per agent relationship.
- Onboarding workflows: New agent partners added with standardized agreements and terms.
- Performance scoring: Agent conversion rates tracked to inform future matching.
Implementation scope
Network management connects to agent matching, so every referral routes to agents ranked by performance and fit.