Enterprise Cross-Referrals Suite

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Clients benefit from the Enterprise Referral Management System Suite as a means to facilitate, track, report, motivate and incent for both intra & inter division cross-referral activity, with automated incentive comp fulfillment (customizable by division, department and job specialty role) and referral-stimulating Recognition and/or Rewards Programs.

See cross-referrals above for a more detailed overview of the key features below. 

Key Business Functions & Features (more on cross-referrals)

• Cross Referral Submission & Outcome Tracking

• Automated Incentive Payouts / HR Payroll Processing

• Automated Qualification using New Account files

• Individual & Department/Branch Incentive Statements

• Adjustable Incentive Comp Values & Thresholds

• Automated Alerts Based on Item Aging Status

• Job Aids, Tips and Plan Administrator Newsletter

• Comprehensive Management Reporting & Analytics

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Note: The Enterprise Referral Management System Suite add-in to the CapitalBase.com portal is owned by CapitalBase.com, LLC. and available standalone as CrossReferrals.com™