Member
Many of the referrals i give are for home insurance policies since I am a mortgage lender. When I refer a client I usually follow up with the team member first and I share the pink slip with my mortgage processing team so they can follow up with the client I referred since they are usually in a constant dialogue with that client. I follow up with team member and my operations team follows up with the end client to make sure we have home insurance coverage in a timely manner.
If it is another referral I will call my end client because I feel responsible for making sure the connection is solidly made.
Referral Trigger Response
404-735-3111
1000 Mansell Exchange West
Suite 310
Alpharetta, GA 30022
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