Our Mission

At Referral Tree, our mission is to empower individuals to continue supporting their valued customers, even when they can no longer serve them directly. By leveraging the power of referrals, we help agents maintain lasting loyalty, ensuring that relationships thrive despite market changes. Our platform allows agents to retain revenue from lost customers and build leveraged income through the strength of team-building, creating sustainable growth and financial prosperity.

Our Mission

What We Do

We streamline the referral process, providing agents with tailored matches to agencies, enhancing their opportunities, and fostering strong relationships within the insurance industry for mutual growth and success.