LIVE WORKSHOPs
From Invite to Referral: Your Agent Partnership Plan

From Invite to Referral: Your Agent Partnership Plan

Building strong agent partnerships doesn't have to be a guessing game. In this session, you'll learn how to use Partner Intel to see your current agent connections clearly and uncover new ones worth pursuing. We'll walk through outreach strategies designed to spark real conversations — and set the stage for co-sponsorship opportunities. Walk away with a plan to turn a first invite into a lasting referral partnership.

View our education calendar.

Erica McGarvey
Customer Education Manager
August 4, 2026
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9:00-9:45 am PACIFIC time