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

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.

Discover

While Track and Engage will be your bread and butter, the Discover map is still going to be a useful tool for you, as you can use filters to identify people for your just listed or just sold campaigns.