Flagship review
Partner referral source review
A written source register for one brokerage: which introducers and partner desks actually produced placed business over a chosen window.
Most Selangor brokerages can name their ten largest introducers over lunch. What they cannot do, without a week in the cabinets, is say which of those ten still produce placements, which produce only quotations that never bind, and which are being thanked for cases that walked in off the street. Broker and partner referral analytics, in this room, means sitting with those cabinets until the names on the cover notes match the names on the commission statements.
A partner referral source review is not a ranking of personalities. It is a register. Each introducer, partner desk, solicitor, and ‘house’ tag is given a row. Against that row we count bound work, quoted-and-lost work, and courtesy credits. Where a cover note says one name and the production report says another, both versions stay on the page until the principal chooses which one the firm will live with.
We start from the way your office already writes a case. If the source lives in a margin of an appointment book, we learn that margin. If it lives in a field nobody has filled since 2022, we say so in the first afternoon, before anyone pretends the book is complete.
Who it is for
A principal who is tired of arguing from memory
Principals and production managers of insurance and general brokerages in Selangor who live on introducers, bancassurance desks, solicitor panels, and sister-company leads, and who currently argue from memory about which names are worth keeping.
What you leave with
A bound source register and a findings meeting. Each named introducer is coded against appointment diaries, placement slips, and commission statements so the room can see who sent work that bound, who sent names that died in quoting, and who is credited for business that arrived another way.
In the engagement
- A document request list sent before the first on-site day
- Two on-site days at your office (or three for books that still live on paper across several cabinets)
- Coding of named sources against placed, quoted-and-lost, and courtesy entries
- A paper source register with a one-page principal summary
- A findings meeting of up to two hours, in your boardroom or in the Cheras working room
Outside the engagement
- Speaking to your introducers or partner desks unless you specifically ask us to sit in
- Rewriting introducer letters or commission scales (we can prepare a working file for that meeting as a separate engagement)
- Ongoing monthly scoring after the register is delivered
- Audit opinions, licensed brokerage advice, or anything that substitutes for your compliance officer
How the weeks run
Three to five weeks from the intake call to the findings meeting, depending on how scattered the paper is and whether commission files need to be fetched from a second office.
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Intake call
Thirty to forty minutes to hear how you currently tag an introducer, where appointment books live, and which partner relationships are politically sensitive.
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Records pull
You gather commission statements, introducer letters, and a sample of placement slips. We send a checklist; we do not rummage unattended.
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On-site coding
Two days at your desks. We sit with the person who actually writes the source on a cover note, not only with the principal.
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Working papers
Sources are grouped, contradictions flagged (the same case credited to two names), and house accounts tested.
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Findings meeting
We walk the register. You decide which introducers to keep, thin, or call in. We do not announce that decision for you.
Place, people, paper
Who does the work
The review is led by a Broker Pulse Grid reviewer from the 8th Mile Cheras room, with a second person coding sources so the register is not a single memory.
Where
On-site at the brokerage for the coding days. Working papers are finished at 3010-2 & 3 8th Mile, Cheras. The findings meeting can be either room.
What to prepare
Appointment diaries or the digital equivalent you already use, twelve months of commission statements, current introducer letters, and a list of partner desks you consider active. Staff should know we are coming; surprise visits make people hide books.
Limits we will not blur
We work in English and Malay. We do not take original files off site without a signed receipt. Sensitive family introducers can be coded under a private key that only the principal sees.
How the fee is set
Quoted after we see the volume of records and the number of named sources. A typical twelve-month book for a single Selangor office starts from RM 8,400. Extra on-site days and a second entity (for example a related agency) are priced separately.
Ask for this review
Write to the Cheras office with the size of the book and a preferred week for the first on-site day.