Share your unique link
Every active customer can receive a company-linked referral code after accepting the current program terms.
Know a team losing leads
between calls and follow-up?
Introduce them to MyTeamAgent. Your referral link preserves the relationship from the first visit through company setup, qualification, and the program’s approved conversion milestone.
HOW IT WORKS
Simple for customers. Auditable for administrators.
Referral clicks, company requests, conversion status, holding periods, and rewards live in one protected ledger.
The company requests access
The code stays attached when the referred company reviews pricing and submits its workspace request.
The approved reward is recorded
After the published qualifying event and holding period, the reward becomes eligible for administrator approval.
PROTECTED REFERRAL LEDGER
Know exactly where every introduction stands.
Customers see their own link and results. Administrators can review program status, attribution, conversion evidence, and pending rewards without exposing another company’s private details.
- First-touch code attribution
- Signup and workspace linkage
- Configurable qualification and holding period
- Approval-gated reward ledger
Link visitedAttribution recorded
Company requested accessWorkspace review started
Qualifying event verifiedHolding period started
Reward eligibleAwaiting administrator approval
PROGRAM CONTROLS
Built to reward real introductions—not duplicate or self-referrals.
Terms before activation
Referral codes require acceptance of the current program terms. Draft programs cannot track or create rewards.
Qualification and holding period
Rewards remain pending until the configured event is verified and the holding period has passed.
No automatic payout
MyTeamAgent records the reward obligation. Issuing account credit or payment remains an explicit administrator action.
Open your protected back office to get your link.
Your referral dashboard shows clicks, company requests, conversions, and reward status for your workspace.
Open customer portal