A policy here means the written rules your agents follow when they deal with buyers.
What to put in it, section by section
- Who allowed the agent to act for you, and until when. Give the policy an end date. A policy with no end date is one nobody reads again.
- What it may promise. Make a separate choice for each kind of promise, instead of one setting for everything. Three things are never allowed: letting a buyer believe something nobody said, giving its own word, as in you have my word, and promising a date that nothing is in place to keep.
- What it relies on, and who owns each part. List every price, feature and certification it may repeat. Give each one a named owner, and say how often it gets checked.
- What it may use up. This means things like a buyer's patience, your email sending reputation and your approvers' time. Start by looking at the totals. Then set limits where you want them.
- When it must ask first. Write this in terms of the deal. For example, a number outside the agreed range, a fact that is overdue for a check, or a change to your standard terms.
- What silence means. If nobody answers a request, that does not count as a yes.
- People and accounts no agent may contact, whatever else is true.
- What happens when the rules don't cover something. Say what stops, what carries on, and who is told.
- Who checks the policy, and when. They look for rules that are too loose or too strict.
How to tell a good policy
Every rule says why it is there, in a sentence a salesperson would understand. People switch off rules that nobody can explain. Every rule should also name the information it depends on, and who keeps that information up to date. An agent can follow a rule perfectly and still be wrong if the information behind the rule is wrong.
Where Reynforce fits
You write the policy. Reynforce keeps it where the agent checks it before it acts. Most sections go on the Rules page, and section 3 goes on the Facts page. The Activity page shows which version of your rules was in place for every promise.
When Reynforce is the wrong choice
- You need a written policy for staff who use AI tools at work, such as an HR or acceptable-use policy. That is a document for people, and a template will do.
- You haven't decided yet what your agents should do. Decide that first. Our free audit can help you see what an agent would say about you today.
What it costs
£99 a month for each agent for your first 10 agents. After that it is £79 a month for each agent, up to 49 agents. If you pay for a year at once, you get two months free. If you want us to set it up and get it signed off with you, that starts at £2,500, paid once, and the price depends on the agent's job. Pricing has the rest.