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.
Other Popular Alternatives & Related Software
iPipeline
iPipeline is an AI-powered software platform built for life insurance, annuities, and wealth management operations. The platform helps carriers, broker-dealers, RIAs, financial institutions, agents, advisors, and distribution partners simplify workflows from quote to commission. iPipeline uses artificial intelligence to automate processes, improve accuracy, accelerate decision-making, and reduce time to market. Its ecosystem connects businesses to a large data library, global users, insurance carrier customers, and distribution partners. CHARLi, iPipeline’s AI-powered engine, enhances products and workflows with intelligent, data-driven capabilities that learn and evolve over time. iPipeline helps financial services organizations work faster, connect operations, and support clients in securing stronger financial futures.
Learn more
ReferMe IQ
We make it easy to generate more business from client referrals and your personal network! Our Automated Referral Intelligence goes far beyond the “auto-responders” and best of all, it is easy to set up! Unlike a basic auto-responder, the system reaches out to your current client base and asks them for referrals. Then, the system sends an email from your clients to their personal network recommending your business. As the clients respond, the system sends those referrals and leads back to you for processing. Simultaneously, the system sends a “thank you” to both your clients and the generated referrals and offers rewards and incentives (if you choose) for referring you. All this happens behind the scenes with the automated referral intelligence making your personal network and your clients a sales force working for you 24/7! Are you regularly asking your personal network to do business or connect you to others who will? Didn’t think so.
Learn more
AgencySmart
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.
Learn more
Momentum AMP by NowCerts
Momentum AMP by NowCerts is an AI-powered agency management platform built for insurance agencies that want to automate workflows, improve communication, and manage operations in one connected system. The platform includes Momentum AMS, Momentum Automation Center, Momentum Edge, Momentum Enterprise, Momentum MAPS, Momentum PremFi, Momentum PROs, Momentum Rate, Momentum Toolbox, Momentum Voice, and InsuranceAgency.AI. Momentum AMS helps agencies manage policy administration, billing, claims, reporting, and client service through a user-friendly all-in-one solution. Its automation tools support email, text messaging, task assignments, pipeline management, notifications, and other workflow improvements that reduce manual work. Momentum also offers solutions for lead generation, premium finance quoting, commercial lines rating, managed services, staffing support, AI tools, and voice agent capabilities. Momentum AMP is designed to help insurance agencies modernize their operations, increase
Learn more
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
Other Useful Business Software
Go from Code to Production URL in Seconds
Skip the Kubernetes configs. Cloud Run handles HTTPS, scaling, and infrastructure automatically. Two million requests free per month.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online
Rocket Referrals Frequently Asked Questions
Rocket Referrals Product Features
Insurance Agency
Contact Management
Life & Health
Property & Casualty
Claims Management
Commission Management
Document Management
Insurance Rating
Policy Management
Quote Management
Referral
Campaign Management
Feedback Management
Loyalty Program
Rewards Management
Affiliate Marketing
Contact Management
Employee Referral Management
Lead Engagement
Referral Tracking
