Partnership type

Referral and lead flow

The partner hands over an identified prospect and the receiving party completes the sale.

How to tell it apart from the types next to it

No integration and no shared flow. The handoff is the whole arrangement.

How it is usually paid. Per lead or per funded pricing.

1 example

Each names both companies, the date, and the announcement it was read from.

• Truist Bank and Marsh McLennan Agency · Referral and lead flow company source
  Marsh McLennan Agency is the party supplying.
  According to Truist Bank, as of date not stated.