Define your opportunity
Describe the offer, customer fit, territories, transaction model, qualification questions and delivery process.
Give the people who know your customers a clear, credible way to introduce your business.
Apply as a providerConnected by Introducers
Turn a good referral program into a repeatable working process, with enough context for partners to succeed and your team to act.
Describe the offer, customer fit, territories, transaction model, qualification questions and delivery process.
Connect approved training and materials to the offer. Make enrollment requirements visible from the beginning.
Review introductions in your provider workspace, with customer details, permission and the need behind the conversation.
Set the calculation basis and qualifying event. Approved financial records stay connected to the originating introduction.
Provider accounts and offers are reviewed before going live. A complete setup makes expectations clear for everyone.
Tell us about your organization, solution and target customer.
Define eligibility, compensation, terms, qualification and fulfillment responsibilities.
Supply approved offer content, training requirements and a working handoff process.
Complete the readiness review and open the offer to eligible introducers.
Create an account and apply to build your provider program.