Scope and Eligibility
This policy applies to current Allied Assist/CVA clients who refer new clients. It does not cover external partners managed through the affiliate process.
Reward Rules
A referral must be a new prospect who signs a service agreement and completes 90 consecutive days of active service. The reward is a one-time $250 service credit or PayPal payout. After three successful referrals, leadership may upgrade the client to affiliate status.
Process
The Operations Coordinator logs the referral, verifies the agreement and 90-day milestone, and prepares reward documentation. Finance applies the credit or payout within 30 days of eligibility, recording the payment reference. The client receives confirmation.
Limitations
No self-referrals or retroactive rewards. If service ends before 90 days, no reward is issued. Exceptions require written leadership approval.