> ## Documentation Index
> Fetch the complete documentation index at: https://docs.benefitflow.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Referrals from Existing Broker Relationships
## How to leverage your existing broker relationships to secure referrals
## Using BenefitFlow for Account Management and Referrals
BenefitFlow can be an excellent tool for account management and obtaining customer referrals from your broker relationships.
**Identifying Your Territory:**
* Identify your territory (e.g., Ohio) and filter down to brokerages with office locations in that area.
**Creating and Exporting Lists:**
* Export the list of brokerages to see who you are working with and who you are not.
* Use this to decide where to spend your time.
**Leveraging Existing Relationships:**
* Click into a brokerage you have a relationship with (e.g., McGohan).
* Access their office locations and identify offices not on your radar.
* Use connections from known offices (e.g., Dublin or Columbus, Ohio) to get introductions to other offices (e.g., Cincinnati, Ohio).
**Researching Employers:**
* Access the client list of a known office and research employers you haven't talked to.
* Dive into employer profiles to understand their policies and where your product could fit.
* Use the history tab to understand enrollment trends, broker commissions, and carrier premiums.
**Employer Contacts:**
* Use the employer contacts tab to identify decision-makers at the employer level.
* Have these contacts ready when talking to your broker contacts.
**Broker Contact Database:**
* Dive into the broker contact database to identify producers at the office you may not be aware of.
* Use the "Years at Company" filter to find newer producers and use your contacts to help make introductions.