The work
Four files. One set of cabinets.
Every engagement starts from the diaries and commission statements a brokerage already keeps. We do not ask you to adopt a new way of writing cases in order to be reviewed. Choose the question you need answered; the flagship source review is the one that names every introducer first.
Flagship
Partner referral source review
A written source register for one brokerage: which introducers and partner desks actually produced placed business over a chosen window.
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Introducer concentration mapping
A map of how much of last year’s placed book sat with too few partner names — and what happens to the office if one of those names goes quiet.
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Courtesy-fee and leakage review
A line-by-line look at introducer courtesy payments, overrun sharing, and credits that do not match a placed case.
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Partner meeting working file
A slim file you can take into a renegotiation: twelve months of that partner’s referred placements, losses, and the letter you are currently honouring.
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