Audience
Insurance agencies in need of a Referral solution
About Rocket Referrals
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.
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Pricing
Starting Price:
$2 per employee per month
Free Trial:
Free Trial available.
Integrations
Company Information
Rocket Referrals
Founded: 2013
United States
www.rocketreferrals.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online
Rocket Referrals Frequently Asked Questions
Rocket Referrals Product Features
Insurance Agency Management
Contact Management
Supported
Life & Health
Supported
Property & Casualty
Supported
Claims Management
Not Supported
Commission Management
Not Supported
Document Management
Not Supported
Insurance Rating
Not Supported
Policy Management
Not Supported
Quote Management
Not Supported
Referral
Campaign Management
Supported
Feedback Management
Supported
Loyalty Program
Supported
Rewards Management
Supported
Affiliate Marketing
Not Supported
Contact Management
Not Supported
Employee Referral Management
Not Supported
Lead Engagement
Not Supported
Referral Tracking
Not Supported
