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.

Pricing

Starting Price:
$2 per employee per month
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

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

Videos and Screen Captures

Rocket Referrals Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online

Rocket Referrals Frequently Asked Questions

Q: What kinds of users and organization types does Rocket Referrals work with?
Q: What languages does Rocket Referrals support in their product?
Q: What kind of support options does Rocket Referrals offer?
Q: What other applications or services does Rocket Referrals integrate with?
Q: What type of training does Rocket Referrals provide?
Q: Does Rocket Referrals offer a free trial?
Q: How much does Rocket Referrals cost?

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