Partnership
See How it Works
Features
UNLIMITED PARTNERSHIPS
Referral Spotlight gives you a single location to manage all of your referrals by giving you the ability to have an unlimited number of partnerships in your account.
UNLIMITED SUB-PRODUCERS
Whether you are generating or receiving referrals in your partnership you can add an unlimited number of sub-producers to your account.
ACCESS THE SYSTEM ANYWHERE
Access your account whether you are in the office or away at a conference. As a web based system we allow you to access your referrals at any time from anywhere and from any device.
COMMUNICATION MANAGEMENT
Automated notification directly to your email when a referral is generated is a must, but we also allow partners to send important notes when needed. Help your partners succeed by letting them know what is going on with your referrals.
EXPORTABLE DATA
With the available export feature Referral Sportlight makes reviewing your referrals with partners or sub-producers effortless. Want to go over the pending Sales? Want to review referrals with the sub-producer? It has never been easier.
FOLLOW UP MANAGEMENT
Never forget a follow up! Following up on a referral is managed within the system. Make your notes, schedule a follow up date and time and tell the system to send you a reminder. It is that simple.