Our Story

We built our first insurance industry tracking system in 2012 with the goal of helping agency owners mange, motivate, and compensate their producers. A few years later while working with Allstate's California leadership team and their national Customer Care Center in San Antonio, we developed a referral management system that was used to send referrals to the financial services sales force in California.

Referral Spotlight is the next evolution of that system. We set our sights on helping agents reach their annual Life and Retirement production goals by creating the most effetive, easy to use referral management system available. Simply put, our next generation technology is designed to help you succeed. We make it easy to track referrals, manage sub-producers, or even analyze the effectiveness of your partnerships.