#The Next Gen Introducer Platform
For Brokers For Advisors For IFAs
#Seamless Referrals
Each Introducer receives a unique referral code embedded in the links they share, enabling precise tracking and rewarding of referrals.
#Smart Email
Refer leads by simply putting your Portal Email Address in CC, allowing you to maintain your current workflow.
#Introducer Portals
Make it easy for top Introducers to collaborate with your business and earn rewards for their referrals.
#Automate Updates
Just email us or send a WhatsApp message to get an update on your Pipeline, Referral Status, or overall performance for the year.
#easy to integrate
Our endpoints can be customized to align with your data, ensuring seamless integration. We map data fields to match your format.
#Smart fact finding
Automate the first engagement with clients once a referral comes in, to connect them with the right advisor.
#How it Works
Make it simple for Introducers to refer leads through advanced Automation.
#Step 1: Refer
Introducers can refer leads through Email, WhatsApp, or via their Introducer Portal. Upon receiving a new referral, Instamo will trigger an instant acknowledgment to your Introducers through Email/WhatsApp.
#Step 2: Engage
Upon receiving a new referral, Instamo will trigger a Welcome Message to your clients through Email/WhatsApp. We then triage the referral to understand how we can help and start the fact finding journey.
#Step 3: Track
Track referrals from the moment you’re referred someone, to the moment you get paid. By monitoring each referral’s status, you can provide timely updates and measure conversion rates.
#Smart AI
With our Smart AI Email & WhatsApp tool, Introducers receive an automated Weekly, Monthly and Quarterly message with their performance for the period selected. Introducers can then engage with Instamo to get an update on any referrals they have sent or an estimated pay day for their pipeline.
#Smart Email
Our Smart Email tool means introducers can easily refer leads via email, with each referral automatically tracked in their personalized portal. They’ll have real-time visibility into the status of their referrals and receive weekly summary emails to stay updated. It’s a simple, efficient, and transparent way to manage referrals.
#Full Chat
Experience seamless communication with our unified chat platform. View and manage all WhatsApp, email, and chat conversations in one convenient screen. Effortlessly switch between channels, track every interaction, and ensure nothing gets missed. Stay organized, respond faster, and deliver a smooth, connected experience for every client.
