Referral tracking means that for every storefront link or ad an agency places online, the agency can now track not only how many times people click each link, but also how many people complete the application, and get insurance through your agency. This gives specific programs and producers the credit they deserve for sending business to your storefront.
Set up a referral link
Setting up referral tracking is simple, all you need to do is decide who to credit for a lead and then add a unique reference tag to the end of your storefront link.
Create a reference tag
To add a reference tag to your storefront link, simply type the following characters to the end of your storefront link.
Then add a unique reference for your referral after the ?ref=. Keep in mind spaces are not allowed, so to separate characters or words use hyphens or dashes. For example, if you want to give Bill the producer credit for leads he sends your way, you could add “bill_producer” and the reference tag would look like:
Now let’s pull it all together. Let's pretend your storefront link is theioi.net/products. You would add the referral tag to the end of your storefront link and the end result would be:
When you post an ad or share a link online, make sure to add referral tags to the links to allow for tracking of the submissions that come into the Internet of Insurance through your storefront. And don't worry, you can have as many reference tags as you would like.
Track your referrals
Once you’ve created referral tags for your storefront link and people begin visiting your storefront through these links, you’ll be able to see which referral tags were used by looking at the "Reference" column of the table on the storefront leads page.