Underwriting Referrals
When a broker or customer is getting a quote in thru, with SGI, there may be occasions where the quote will refer to the underwriters. Getting a referral in thru When this happens, there will be a message/warning displayed in the quote summary section on the Customize Page. The broker or customer knows that s…
How to create a discount code URL link
To easily provide a discount code to your customers you can create a unique URL to direct them to thru. To create the URL add the following to your website URL. /spa/ policytype ?referralcode= insertreferralcodehere To create the URL to direct the customer to a renters quote In the following example the…
How to create a new partner in podium (Business payee)
In this article you will learn: * How to add a Partner in podium as a Business Payee (referral fees go to the Business) * Partner codes showing in thru * Permission to email customer documents partners For information on how to create a new individual partner in podium - see article - How to create a new pa…
