One of the primary goals of any dealer group or broker group, is to drive referrals to their member practices. How does that happen? Well first the Dealer Group site needs to be a place that consumers will find and actually want to visit. Then they need a way to research and investigate advisers and practices.

So how does your site rate?

With AdviceConnect’s Referral Centre we have a rich set of components that can be added to your site to make it useful to prospective visitors and make it a positive experience to find the correct advice professional they are looking for.

Referral Centre tools comes in an out-of-the-box packaged set of components that you can sign-up for and embed into your group site, or talk to us about a fully configurable enterprise version.

Core components of Referral Centre:

• Numbers – our online financial calculator suite
• Savings and Investment
• Borrowing and Lending
• Superannuation
• Insurance
• Contact Essentials – Our online set of tools to let consumers connect with your group or the advice practices directly
• Find an Adviser – a great online component that allows consumers to search your database of Advisers and their practices based on a number of criteria such as suburb, postcode, qualification.
• Ask Us A Question
• Contact Me
• Appointment Request
• Make a Complaint

Other key features of Referral Centre

• Allocate referrals directly to advisers
• Advisers with direct referrals from Find an Adviser will get email notifications of their referral with all the details from the referral embedded in the email.
• Manage your group branding details – Logos, colours, compliance disclaimers
• Manage Adviser Details, Upload Adviser Details
• Track interactions and referrals to Advisers
• Export all online interactions

Referral Centre connects with our other tools as well!

Referral Centre can be combined with Practice Centre to allow your members that have Practice Centre to answer any online referrals directly.

Help your Adviser Practices get online with our SiteExpress Package for Dealer Groups

Want to help your advisers with the challenges of online technology? Partner with AdviceConnect and together we can help your member practices get the core technology they are probably struggling with right now:

• Adviser Website
• Business level email
• Newsletters
• Online tools for their clients