+
+

Related Products

  • Code-Cube.io
    7 Ratings
    Visit Website
  • Overmonitor
    8 Ratings
    Visit Website
  • Edgefinity IoT
    6 Ratings
    Visit Website
  • GiveLife365
    11 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • ContractSafe
    326 Ratings
    Visit Website
  • The Asset Guardian EAM (TAG)
    22 Ratings
    Visit Website
  • InEight
    168 Ratings
    Visit Website
  • Mortgage Automator
    198 Ratings
    Visit Website
  • Macaw AMS
    8 Ratings
    Visit Website

About

AgencySmart is cloud-based, which means you have access to your client information from wherever you are, with any web-connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing. Tracks and alerts you about client and prospect policy renewals. Tracks service issues and alerts you when issues need immediate attention. Tracks enrollment, termination and change processes. Tracks dependents turning 26 or aging out. Tracks employees and dependents turning 65 (Medicare eligible). Tracks and alerts you about to-dos and calendar events. Complete audit tracking so you know who is working on what. Helps you cross-sell and stay compliant. Send clients and prospects renewal and other reminders. Send important information about plan changes. Send notes/cards for birthdays, holidays and other important events. Shows all the cross-sale opportunities that exist.

About

With Rocket Referrals, your clients stay longer, buy more and refer their friends. No contracts or setup fees. Find your happy clients and those who are likely to leave. Get notified when clients are unhappy and save those relationships. Collect feedback regularly to measure client sentiment overtime with NPS. Watch our AI categorize client feedback to help you improve. Automate what you send to your clients and when. Have as much control as youโ€™d likeโ€”automate it all or approve messages before they go. Quickly create custom communications and e-mail campaigns. Cross-sell insurance with ready-to-go automations and templates. Send handwritten cards like grandma does. Stay connected in an entirely new way with Rocket Connect. Text your clients easily, TCPA ready. Respond to clients and prospects quickly via web chat.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses, brands and companies interested in a customer relationship management solution to improve their services

Audience

Insurance agencies in need of a Referral solution

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version Not Supported
Free Trial Supported

Pricing

$2 per employee per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

AgencySmart
United States
agencysmart.com/software/

Company Information

Rocket Referrals
Founded: 2013
United States
www.rocketreferrals.com

Alternatives

Alternatives

iNube

iNube

iNube Software Solutions
BrokerEngage

BrokerEngage

Benefitalign

Categories

Categories

AI Insurance Supported
Referral Supported

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Not Supported
Contact Management Supported
Document Management Not Supported
Insurance Rating Not Supported
Life & Health Supported
Policy Management Not Supported
Property & Casualty Supported
Quote Management Not Supported

Referral Features

Affiliate Marketing Not Supported
Campaign Management Supported
Contact Management Not Supported
Employee Referral Management Not Supported
Feedback Management Supported
Lead Engagement Not Supported
Loyalty Program Supported
Referral Tracking Not Supported
Rewards Management Supported

Integrations

Axis LMS Not Supported
Evergreen Supported
Wufoo Not Supported
Zapier Not Supported

Integrations

Axis LMS Supported
Evergreen Not Supported
Wufoo Supported
Zapier Supported
Claim AgencySmart and update features and information
Claim AgencySmart and update features and information
Claim Rocket Referrals and update features and information
Claim Rocket Referrals and update features and information