I am a referral agent

As a referral agent, it is crucial for you to be able to maintain relationships to identify new warm leads. Remine can help you keep tabs on people to ensure you always have the latest details on life changes that can affect your sphere of influence (SOI).

What features should I focus on?

Below are the features that will be most useful for you as a referral agent in keeping your relationships fresh with the people in your SOI.

The Track page is the most used feature by referral agents, however, the Discover map will be very helpful for you as well.

Feature Description
Track

The Track page is where you can upload your SOI in CSV format. After you've uploaded the information for everyone in your sphere, you can assign labels to identify and sort people in whatever way is most helpful to you.

The Notifications menu on the Track page offers real-time notifications about any changes to information associated with anyone in your SOI. When you're up-to-date on any important changes in your clients' lives, you can clearly identify where to spend your time, and how to reach out to the right people at the right time. Nurture your leads more efficiently and with the correct messaging by keeping track of your Remine notifications.

Engage

The Engage page is the part of Remine that will be most illuminating for you, since this is where you can invite your clients to Remine and see their preferences and Remine activity.

Discover While Track will be your bread and butter, the Discover map is still going to be a useful tool for you, as you can use layers to identify people for your just listed or just sold campaigns. See the What are the available layers? article to read about all the available layers in Remine.