Must a referred customer be the first one to contact the agent?

A referred customer does not necessarily have to be the first one to contact the agent. In many referral systems, it is perfectly acceptable for the agent to take the initiative to reach out to the referred customer. This approach helps create a proactive client relationship and can facilitate a smooth transition into the agent's services or products.

The agent can provide important information, establish rapport, and clarify any questions the referred customer might have right off the bat. This can be particularly beneficial in situations where the referred individual may not feel confident enough to reach out or might be uncertain about the process. By taking the first step, the agent demonstrates a commitment to customer service and can help reinforce the trust that brought the referral about in the first place.