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Case Study

Giving 4,565 brokers real-time referral visibility

Steadfast Life logo

Steadfast Life needed brokers to see referrals as they happened. Lupo built a HubSpot broker referral portal that put real-time visibility, in one place, into every broker's hands.

Marketing CMS Insurance Referral & Rewards

4,565 brokers

With real-time referral visibility

The whole network, in one portal

42%

Of referrals via the portal

Alongside 40% form, 18% other channels

One portal

Referral visibility unified

No more chasing status across channels

About the client

About Steadfast Life

Steadfast Life works with a large network of brokers who refer clients. As that network grew, brokers needed a clear, real-time view of the referrals they'd made and the business needed one place to manage it all.

Industry
Insurance
Client since
2024
HubSpot
CMS · Marketing · CRM
Scope
Broker referral portal

The challenge

Brokers couldn't see what happened after they referred

Core problem

Referrals came in through multiple channels with no shared, real-time view - so brokers were left in the dark on status, and the team spent time answering "what happened to my referral?"

No real-time visibility

Brokers had no easy way to see the status of referrals they'd submitted.

Manual referral handling

Referrals arrived across channels and were tracked and reconciled by hand.

Fragmented experience

Without one portal, the broker experience felt disconnected from the Steadfast Life brand.

The solution

A HubSpot broker referral portal

Lupo built a branded portal on HubSpot that gives every broker a real-time view of their referrals, backed by CRM automation.

Steadfast Life HubSpot broker referral portal and email automation

  1. Branded referral portal

    A HubSpot CMS portal where brokers submit and track referrals in real time.

  2. Referral capture & routing

    Unified referral capture across channels and routed each into the CRM automatically.

  3. Real-time status & visibility

    Live status updates for brokers, removing the need to chase the team for progress.

  4. Reporting for the business

    Reporting so Steadfast Life can see referral performance by channel and broker.

Solution Stack

Platform

  • HubSpot CRM
  • Marketing Hub
  • CMS Hub

Growth infrastructure

  • Membership portal
  • Referral capture & routing
  • Workflows
  • Reporting & dashboards

Enablement

  • Broker onboarding
  • Brand-consistent experience
  • Ongoing optimisation
CMS Membership Portal Referral Capture Workflows Reporting

The results

Real-time referral visibility across the whole broker network

Brokers now see their referrals as they happen, and Steadfast Life has one place to manage and report on referral activity.

4,565

brokers with real-time referral visibility

42%

of referrals now via the portal

40% / 18%

via form / other channels

One portal

unified referral management

Visibility that builds trust

Brokers no longer chase status, they see it live, strengthening the relationship with Steadfast Life.

One source of truth

Referrals from every channel land in one CRM, giving clean reporting by channel and broker.

Before & after

What changed for Steadfast Life

Before

After

No real-time referral status for brokers
Live referral visibility for 4,565 brokers
Referrals tracked manually across channels
Unified capture into one CRM
Team fielding "what happened?" questions
Self-service status, less manual chasing
Fragmented broker experience
One branded portal experience

The client's voice

In their words

The biggest challenge was sharing updates with brokers in a way that protected privacy while still giving them real-time visibility into their referrals. The portal made that easy. Our brokers were very happy with the solution.

Melissa Boss People and Systems Lead, Steadfast Life

Questions buyers ask

FAQ

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