{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/a050800fa7f345bca9d56df928e32fc2\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/a050800fa7f345bca9d56df928e32fc2-73fc40efbbe43f68.gif","duration":295.79,"title":"Introducing the AIA Referral Feature in the Infynity Portal at Finsure ","description":"In this video, I walk you through the new AIA referral feature integrated into the Infinity Portal. To refer a customer, you need to select an individual customer, choose the referral type from options like home and contents insurance or AIA financial well-being, and provide any relevant commentary. It's crucial to acknowledge that you've obtained consent from your client to share their details, and I recommend reading this out to them. Once you've completed the referral, simply press send, and you'll receive a confirmation email. Please make sure to follow these steps carefully to ensure a smooth referral process."}