Most agencies grow on introductions and almost none track them. This records who sent whom, what it turned into, and which relationships deserve your time.
What's Included
- Every introduction recorded with who made it.
- Followed through to premium not just to an enquiry.
- Reciprocity visible so the relationship stays two-way.
- An assistant that flags a source going quiet.
How To Use
- Record the introduction the day it happens, not at year end.
- Measure through to bound premium, not to enquiries received.
- Thank people specifically and quickly. It is why the next one comes.
- Track what you send back. One-sided relationships fade.
Work the enquiries with CRM prompts, and convert them through the intake app.