When a new client is referred using the introducer system, an email notification is automatically sent to the adviser so they know immediately that a new client has been introduced and needs to be contacted as soon as possible.

This matters because speed is everything when dealing with new enquiries. The quicker an adviser makes contact, the better the client experience, the higher the conversion rate, and the stronger the relationship with the introducer.

Without an instant notification, referrals can sit unnoticed, leading to delays, lost business, and frustration for both the client and the referring partner.

By implementing automatic email alerts we:

• Ensure no introductions are missed
• Improve response times
• Increase conversion rates
• Strengthen introducer relationships
• Protect potential revenue

This is a simple change that delivers a big impact. It improves service, protects income, and supports growth across the business.

For those reasons, this feature is well worth supporting.