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About

All-in-One Website Marketing Platform for Insurance Agents. Your new and beautifully designed insurance website, online in minutes. Beautiful websites designed to sell insurance. Use AgentMethods Insurance Email Campaigns to generate new insurance leads, increase referrals, or cross-sell products to your current customers. Agents can create insurance email campaigns easily with our platform. Choose from our library of carefully crafted campaigns, which are all ready to go with images and copy. Then schedule your email delivery.

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 you’d like—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

Insurance agents

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

$149.00/month/user
Free Version Not Supported
Free Trial Not Supported

Pricing

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

Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 4.0 / 5
design 4.0 / 5
support 4.0 / 5

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

Pros & Cons from Real Users

Pros

  • I have been a client of Agent Methods for over 5 years and have been extremely pleased in every aspect. It can be daunting selecting a partner to assist with website design, email marketing and appointment scheduling software.They have exceeded all expectations. They are truly a partner that has helped me grow my business year after year. If you are considering them, don't hesitate. Pull the trigger.
  • The website designs offered by AgentMethods are beautiful and functional - so many nice layouts and color schemes to choose from and the drag-and-drop makes it easy for even the rookie to design their website with ease! Content available is all CMS compliant for the Medicare products and pages. Easy access to bi-monthly email blasts.
  • I love their email marketing system and their support team is awesome! The platform is really easy to use.
  • Agent Methods was great until a new management team came in and they became corporate monsters with no compassion for small business owners.

Cons

  • I can't identify anything about this company or their products that I would consider negative.
  • Rarely can I speak with tech support on the phone, but email response to requests is prompt and friendly.
  • There isn't much to complain about. They've been helpful and responsive.
  • See below.

Training

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

Training

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

Company Information

AgentMethods
Founded: 2008
United States
www.agentmethods.com

Company Information

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

Alternatives

Alternatives

BluInsurance

BluInsurance

BluRoot
InsuraCRM

InsuraCRM

Damco Solutions

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

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

AgencyBloc AMS+ Supported
Axis LMS Not Supported
Radius Supported
Wufoo Not Supported
Zapier Not Supported

Integrations

AgencyBloc AMS+ Not Supported
Axis LMS Supported
Radius Not Supported
Wufoo Supported
Zapier Supported
Claim AgentMethods and update features and information
Claim AgentMethods and update features and information
Claim Rocket Referrals and update features and information
Claim Rocket Referrals and update features and information