Quote & Apply's Refer Page

Reid Tattersall

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.

Refer Page

To enable the Refer feature, you can go to your Quote & Apply website's settings and change the Start Page to 'Refer'.
Refer start page

The Refer Page supports custom questions so you can require answers before someone refers a lead to you.
Custom question

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.

Custom refer questions