Boost productivity, increase sales and improve customer relationships with EAI’s Referral Management Module.  The sophisticated tracking system enhances your ability to meet customer expectations with prompt response, and facilitates the conversion of referrals to retail investment product sales.

Referral Management Module features:

• 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
• Assigns and transmits referrals electronically to sales reps and agents, eliminating paper clutter and processing time
• Provides important referral management information including number of referrals, follow-up performance and closing ratios/sales by agent or office
• Streamlines referral source incentive payments by electronically qualifying referrals

The Referral Tracking Module can be fully integrated with other modules to optimize the functionality of the EAI Platinum© system.

For more information or to request a demonstration, Contact Us.