Quote & Apply's Refer Page
10/9/2023 · 1 min read
The Refer Page allows your referral partners to easily refer prospects to you.
For example, let's say you have a Property and Casualty only agent that refers their life insurance clients to you. You can can create a Quote & Apply website, set the start page to 'Refer', and provide the website to them to make it easier for them to refer business to you. You can optionally add the P&C agent as an 'Access' to the Quote & Apply website within BOSS to provide them with access to the eApp in BOSS.
To enable the Refer feature, you can go to your Quote & Apply website's settings and change the Start Page to 'Refer'.
The Refer Page supports custom questions so you can require answers before someone refers a lead to you.
For example, you can add the question "Who were you referred by?" which can be a text field or a select input so can gather more information about the referral.