Designed around restoration business development
Insurance agents, account managers, and business development reps need a fast way to send work without losing attribution. Personalized links preserve the agency, agent, and relationship owner automatically.
Separate attribution from branch routing
The rep who owns the relationship keeps credit while the loss location determines the branch that should respond. That prevents territory overlap from breaking attribution.
Close the loop to revenue
Track the path from agent and agency through service request, matched job, and eventual revenue so restoration leaders can measure which relationships actually produce.