video1.0<iframe src="https://www.loom.com/embed/a050800fa7f345bca9d56df928e32fc2" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/a050800fa7f345bca9d56df928e32fc2-73fc40efbbe43f68.gif295.79In 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.