Alternatives to Rocket Referrals
Compare Rocket Referrals alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Rocket Referrals in 2025. Compare features, ratings, user reviews, pricing, and more from Rocket Referrals competitors and alternatives in order to make an informed decision for your business.
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1
Influitive
Influitive
Influitive allows you to build a community of advocates and invite your customers, developers, partners, and employees to complete challenges, referrals, product reviews, social media posts, and more. As they complete these personalized challenges—which can be targeted to groups or individuals—they automatically earn points, badges, and levels to redeem professional perks and privileges. Easily visualize and report on all activities completed and the ROI of those activities, while integrating with your CRM and marketing automation platform to guide members through the entire customer journey. -
2
Everflow
Everflow
Want faster growth? Choose a Partner Marketing platform that goes beyond managing affiliates: Track every performance channel, integrate your tech stack and drill down into what delivers ROI. Start driving more performance from affiliates, influencers, referral partners, and your media buying channels. Use Everflow to: 1) Track every channel, consolidate your reporting, and amplify your performance. 2) Quickly understand what delivers ROI, block bad placements, and accelerate your growth. 3) Connect all of your data, activate built-in integrations, and start automating away tedious processes.Starting Price: Customer -
3
Referral Factory
Referral Factory
Plug and play software to build your own referral program. Now any business of any size can get more customers and grow their business using Referral Factory. Access +1000 pre-built referral program templates, or build a campaign from scratch. Style your campaign to look and feel 100% on brand. Easy to track who referred who. Issue rewards for referrals automatically (cash, vouchers, or upload your own coupons). What is unique about Referral Factory is that you don't need to install tracking scripts on your website to get started, you get a ‘no code’ solution right out of the box. They also offer integrations with Hubspot, Salesforce, Intercom, Zoho, Pipedrive and more. When you’re ready to scale there are webhooks, Zapier Zaps, and a flexible API. Referral Factory is the #1 referral software used to create, manage and track your referral program with ease!Starting Price: $95 per month -
4
Commissionly Tracker
Commissionly
For less than the cost of an employee, our insurance commissions calculation software saves time and recovers profit from missing commissions for Medicare and other lines of insurance. Our insurance commission management software automates the tracking of missing payments and calculates all your commissions, overrides, splits, overrides, bonuses and uplines. Our carrier statement import system matches the headings in your carrier reports to swiftly import commission payments. Multiple carrier reports will be converted into standard formats so that you can extract useful reports from the data. The system will identify any Medicare or other insurance commission payments that do not match the schedule or amount you expect to receive. You can export your discrepancies with all the carrier information attached ready to send to your carrier for correction and payment.Starting Price: $899 per month -
5
Giftbit
Giftbit
Giftbit is a user-friendly software platform that allows you to buy, send & track digital gift cards for your rewards and incentives programs. We offer a web application and an API, dedicated customer support, stats on user behavior and delivery. Deliver your offers via email, text or by offering an in-app marketplace. Automate gift card sending with our Gift Card API integration or connect via Zapier. Use Giftbit for your marketing incentives, employee rewards, customer loyalty and referral programs, and research disbursements and incentives. Sign up for free today! No minimums, no subscriptions. Pay face-value of the cards you send and get 50% back on unclaimed offers.Starting Price: Free -
6
PartnerStack
PartnerStack
PartnerStack is the only partnerships platform built for SaaS, designed to deliver predictable revenue and accelerate growth for software businesses and their partners. Companies like Intercom, Webflow and monday.com use PartnerStack to manage and scale their partner programs, automating partner onboarding, training, payments and more to empower their partners' success. In the past year alone, partners in the PartnerStack Network have generated over $100 million in revenue for programs on PartnerStack. Fully support your partner marketing, referral, and reseller channel needs, from a single platform. Take the admin work out of your program, and focus on partner success and scale by automating partner onboarding, attribution, engagement, payouts, and compliance. Tap Into the only global B2B partner network supporting over half a million partnerships globally, and counting. Get in touch with us today to learn more. -
7
NextAgency for Health & Life Insurance
Take44, Inc.
NextAgency is an agency management system with CRM and commission management tools for health, senior and life insurance agencies. NextAgency saves you time, money and clients by helping you: • Grow sales with powerful CRM tools to track prospects from lead to sale • Focus your team with shared notes and tasks that sync with your calendar • Improve customer service with our workflows and customer service reports • Keep commitments with follow-up tools like personal to-do lists for your entire team • Access the forms and files where and when you need them with our online agency library • Automatically assign your emails to your prospects and clients. • Get what you've earned with commission tracking tools and reports NextAgency is easy to use and simple to customize. Start a free trial today.Starting Price: $60 per seat per month -
8
ReferMe IQ
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.Starting Price: $50 per month -
9
AgencySmart
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.Starting Price: $49 per month -
10
CXONCLOUD
UNLOC Ltd.
CXONCLOUD is a B2B SaaS built to create, manage & measure the end-end customer experience in simple clicks. One solution that offers unlimited customer feedback, booking, loyalty, awards, rewards, referral marketing, email automation and helps businesses deliver a consistent seamless experience on all customer touchpoints. CXONCLOUD not only improves search but also simplifies customer engagement may it be a booking or feedback. It understands customer sentiments, immediately acknowledges customer concerns automatically & alert the impending negative word of mouth. The all-in-one app automatically measures the loyalty factor of customers & has readymade loyalty campaigns to engage customers on email & social media. The inbuilt referral marketing campaigns can help small business get new referrals from existing loyal customers in simple clicks. The loyal customers can be rewarded with promo codes & QR codes with automatic list generations & rewards management modules.Starting Price: $39.00/month -
11
HiveOtter
HiveOtter
HiveOtter is an innovative platform designed to transform your satisfied customers into effective brand advocates. It achieves this by streamlining the creation and management of referral marketing programs, with a focus on automating discount coupon distribution through personalized referral links. The process is straightforward yet powerful. HiveOtter enables you to establish a customized referral program for your business in a matter of minutes. Once implemented, your customers can easily share unique referral links within their networks. When a new customer makes a purchase using this link, HiveOtter automatically generates and sends a discount coupon to the referrer as a reward. This automation is a key strength of HiveOtter. It eliminates the need for manual tracking and reward distribution, thereby saving valuable time and ensuring that every referral is properly acknowledged.Starting Price: $14/month -
12
Perxi
Exults
Our drag and drop designer will help you get your referral program set up in just minutes all without programming experience. You can easily select and customize the information you’ll need to make your program a success. Templates are available for common form fields that can be adjusted based on your needs. Name your own program and set up your rewards however you’d like them configured. Adjust your program information as needed in case changes are necessary down the line. Send your customers checks, gift cards, prizes, or have them accumulate points. Automatically send out a check, gift card, coupon, or award points to a recipient with our Custom Build package to make managing your referral program even easier! Social sharing features are natively integrated through the user end. You can even reward members for having their friends or family join with their custom referral links.Starting Price: $999 per month -
13
Baton
Baton
Baton lets service companies turn non-serviceable leads into new revenue by connecting them with other vetted providers! Baton "leads" are exclusive, peer-vetted, and hyper targeted to exactly the services you offer and areas you reach. Unlike other platforms that send shared & often uncontactable leads from all over the internet, Baton referrals come directly to you from other companies. Only pay for exclusive referrals that need a service you provide, are in your area, and confirm interest when you contact them. Baton is your advocate when it comes to protecting your customers and reputation through referrals. We have taken great care to ensure current customer referrals are sent only to companies who agree to our Pledge to Protect, and when possible give preference to niche-specific, non-competitive providers. Baton also records calls, solicits feedback from referred customers, and handles partner disputes in the event of a misunderstanding. -
14
Aklamio
Aklamio
We’ve built a Customer Incentives Platform that enables you to incentivize new and existing customers by enriching their customer journey. We’ve had ten years to perfect our Customer Incentives Platform and turn it into a powerful tool for growth. Enterprises saw a noticeable increase in sales when offering incentives like cashback to their customers. Customer referrals, even when incentivized, will be among a brand’s cheapest acquisition channels. Referrals build trust, brand loyalty, and advocacy. Referred customers spend more with the brand and stay longer. Our platform turns ordinary customer experiences into rewarding ones. We enable brands to offer different types of incentives for any moment within the customer lifecycle. When it comes to flexibility, the platform provides all the features to implement online and offline incentive programs that encourage customers to take a specific action, like signing up for a contract or referring a friend. -
15
We Love Customers
We Love Customers
The We Love Customers platform brings together all the tools necessary to develop customer recommendation and loyalty. Each feature is stand-alone, but offers more possibilities and efficiency when combined with others. Convert your loyal customers into brand ambassadors with a customer referral program. With We Love Customers, encourage your customers to recommend your brand to those around them. Improve customer satisfaction and increase customer loyalty. With We Love Customers, analyze the level of recommendation of your customers thanks to an NPS survey. Get to know your customers better with automated collection of reviews. By collecting the opinions of your customers, you know their level of satisfaction and reassure consumers. Encourage your customers to interact with your brand and make purchases from your store again. -
16
HawkSoft
HawkSoft
Strong retention is a result of your agency offering meaningful value to policyholders. HawkSoft's Retention Alerts identify which clients need attention so your staff can deliver proactive service. Deliver that "wow" experience on every interaction. Do in 5 minutes what other agencies do in 25 minutes. Get more from your sales pipeline and existing clients. HawkSoft's Lead Management categories show where clients are in your sales funnel. Built-in cross-sell and upsell reports identify policyholders to whom you can offer additional services. Use batch email, letters, text messages, and scheduled communications to reach your clients. Data is meaningless if it's hard to get or act upon. Measure agency vitals and key indicators. Monthly close ratio by producer, policies per client, commissions by carrier, retention, book of business reports, and much more. Our reports are actionable so you can do things like send batch emails right from the report view. -
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Eclipse
North American Software Associates
Eclipse offers the robust features independent insurance agencies need, without burdening their budget. It’s the ideal tool for tracking data and hitting sales goals. Make digging for client data and deal with external accounting platforms' problems of the past. With Eclipse, your agency can automate many of its manual processes and give agents more time to connect with current and prospective customers. The Eclipse Agency Management System follows a per-user pricing model. With per-user pricing, there is no mystery behind how much the software will cost. Instead, agencies always have a clear idea of what their investment will be, and they are in control of whether the costs go up or down. When your agency grows and you add more agents, those agents will become new users. If your agency operates or acquires additional locations, Eclipse's Multi-Agency scalability allows your system to grow with your business. -
18
Ask Kodiak
Ivans
Finding and marketing to the right agents doesn’t have to be difficult, expensive and inefficient. Quickly automate appetite communication to more effectively market products. Ask Kodiak is an exceedingly simple way you to share risk appetite with agents & brokers. Market product details directly at the exact moment agents are searching for the right markets to submit new and renewal business. Convey your latest appetite and market your product details precisely at the moment agents are searching. Real-time visibility into search trends, product market opportunities, and your own product performance help you make informed decisions about how to better design and market your commercial insurance products. Aligning on each specific risk results is a win, win. With the ability to present the best coverage to their clients, agents keep your business top of mind. IVANS is ready to provide your business the advanced insurance software and solutions to digitally distribute products. -
19
Referably
Referably
Don't leave your referring offices stuck sending paper referrals. The most efficient way to send referrals. Automated reach out to guarantee new referral communication. Communicate back and forth with the specialist. Make it easier for referring doctors to send you leads with Referral Buttons.Starting Price: $200 per month -
20
ReferralMagic
50saas
Build the right referral program for your SaaS. Rebrand and resell to your clients. Customize based on your needs. Deploy on your server, rebrand and resell to your clients. Deploy on your server, rebrand and resell to your clients. Transform your customers into referral magnets and effectively track all traffic. Offer rewards when a new purchase is made through referral links. Designed for rapid integration and optimal referral program building. In just a few minutes, you can leverage your existing user base. Cost-efficiency is an important factor in maintaining profitability of an app. Instantly turn your app users into referral magnets. Do you need specific features or tailor-made solutions to match your brand? We take your needs and make them work for you with ReferralMagic's effective solutions. Our mission is to apply quicker business expansion that goes easy on the wallet. Our magic equals your satisfaction - every step of the way. -
21
Draftboard
Draftboard
Companies post their referral bonuses publicly, scouts get paid for referring the best people they know. Earn hundreds of thousands in referral bonuses by sharing jobs with the most talented people you know. Referral bonuses are now open to everyone, including you. Your network is valuable and companies want access to it. Get paid up to $10,000 for every new hire you refer. Your activity on Draftboard sponsors clothing, cab rides, and other expenses for job seekers in need You already offer referral bonuses, and now let the best referrers in the world send you pre-vetted candidates. Companies routinely offer bonuses for referring new hires, but they limit those bonuses to just their own employees. Enter Draftboard, a platform where companies can make those bonuses public and claimable by anyone in the world. Draftboard gives everyday people an easy way to help the people in their network find new roles and get paid to do so.Starting Price: Free -
22
Gobiggi
Gobiggi
Connect your prospects and clients from the very first meeting. Text or email your paperless business card to your prospects and clients to review. See when and how many times they open it. Use book-it’s powerful features to send or receive meeting invitations or booking requests. Gobiggi covers the entire sales cycle and uncovers prospect and client actions. Let us turn your customers into a loyal sales team, helping you sell your products and services at every opportunity. We've developed a suite of premium sales features for companies to double and quadruple online visibility and customer gain. You’ll use a secure communication module to engage prospects and clients from the office or on-the-go. Gobiggi subscriptions offer à la carte products. -
23
Hello Referrals
Hello Referrals
Whether you’re part of an existing business network or plan to start your own, Hello Referrals simplifies the management of your referrals and exchanged sales leads in a thoughtful, well-designed piece of software. It provides tracking and reporting tools and gives you a place to organize your trusted partners in business — the ones you love to refer and the ones who love to refer you. Hello Referrals makes sending, receiving, and tracking referrals easy for networks. Centralize communication and measure success as you close more word of mouth business — safely and securely. Include important notes and information to help your network partners close the business you refer to them. Instant email updates when you receive a referral from a network partner. Always know what you have to do and where you are in the sales process.Starting Price: $25 per month -
24
AppVirality
AppVirality
Leverage the power of word-of-mouth by creating and automating referral marketing campaigns for mobile apps and SaaS. Boost customer acquisition at a reduced CPA. AppVirality's powerful referral marketing solution helps you customize, launch and automate referral campaigns. Fully loaded Referral Marketing program with the power of analytics, personalization and optimization capabilities; available for web and mobile. Quickly integrate with a simple snippet of JavaScript or an easy to install SDK's without the hassle of coding. Available for iOS and Android. Setup rules to reward users for referring friends. Configure reward types, events, sharing channels, notifications and more. Easy-to-implement referral programs that complement your B2B SaaS Business. Use a simple snippet of JavaScript or an easy to install SDK's to get started, without the hassle of coding. Setup rules to reward users for giving leads.Starting Price: $199 per month -
25
CloudSponge
CloudSponge
CloudSponge is a contact picker that imports all the major address books. Most websites use our product so that their users don’t have to type email addresses into their referral forms when they want to send an invitation, greeting card or coupon to someone they know.Starting Price: $50/month -
26
ShareSomeFriends
Upstart Ideas
By creating a hassle-free and mobile-friendly referral process, ShareSomeFriends c so you get the targeted leads you need to grow. Use it to build and manage a network of brand ambassadors, promote special offers and encourage repeat business! Customers love your business. They may even tell friends about it — if they remember to do so. Why not give them a simple and quick way to refer friends at the point of sale? ShareSomeFriends allows customers to effortlessly share friends from their phone’s contact list with your business within seconds. Within minutes of establishing an account, your business can create an effective referral campaign. All you need to do is name your campaign, create its unique ID and craft a promotional message that customers will send to their friends. That’s it – you’re ready to go!Starting Price: $90 per month -
27
Reditus
Reditus
Reditus is a partner management tool for B2B SaaS businesses. It offers a marketplace that allows you to grow a new revenue channel outside your own network and without the use of a marketing budget. It will help you to manage and motivate partners with the goal of helping you to grow your partner program and revenue on auto-pilot. Reditus has been privacy verified, we offer SEO-friendly links and live chat for partners & customers. We want to help you grow your SaaS, and when you do well, we will do well. You probably have clients who are raving about your SaaS right? What if you could give them a commission on the referrals they do? This will get them even more motivated to refer you. Install our tracking script on the site and include our snippet in your sign up form. This way we can place a cookie + track anyone who signed up via a referral link. -
28
eWORDofMOUTH
eWORDofMOUTH
eWORDofMOUTH (“eWOM”) is the leading cardless loyalty, referral, and rewards system for national chains. The eWOM system is fully integrated to online ordering, mobile, and point of sale. The eWOM platform provides businesses a robust, enterprise-strength digital marketing platform that integrates one-time use coupon codes, an automated loyalty program, email and referral marketing, and a sophisticated customer segmentation and analytics engine. 78% of Millennials are more likely to choose a brand that offers a loyalty or rewards program over a brand that doesn’t offer one (Harris Interactive). eWOM’s streamlined technology eliminates all customer and store operator friction by removing dependencies on mobile app downloads, cards, account tracking, tablets, and complicated redemption procedures. -
29
Trackdesk
Trackdesk
Trackdesk is an affiliate software with fair pricing that allows you to launch your affiliate, referral, and partnership marketing program with $0 initial investment. Enjoy all the essential features to get started, completely free, until your monthly revenue reaches $1,000. Once you're ready to upgrade, you'll find the best deal on the market with plans starting at just $67 per month! All integrations are included in the Free plan until you reach $1,000 in monthly revenue. No credit card is required to get started. Smooth integrations with popular platforms (Stripe, Tipalti, Shopify, Wise, PayPal, and WooCommerce) allow you to set up bulk auto payouts. We introduced #1 Partnership Managers Marketplace, so you can connect with experienced partnership managers with 10+ years of experience. Why pay more when you can pay less for the better service? We guarantee a seamless migration, handling the entire transition from your current solution.Starting Price: $67 per month -
30
InsurLink
Vertafore
InsurLink provides clients with self-service digital access, 24/7, to the information they need the most. The end result? Higher client satisfaction, lower E&O risk, and more time to advise clients and grow your business. In this success story, learn how InsurLink helped Amaden Gay Agencies significantly reduce time responding to simple inquiries, increase the security of document sharing practices, and improve the agency-client relationship by offering self-service capabilities. Your clients expect to have their needs met quickly, when and where it is convenient for them. A modern, intuitive client digital experience is key to providing the 24/7, mobile, and secure service clients are looking for—boosting your profitability and client retention. Transform your business with digital technology to satisfy your customers and meet their needs quickly. -
31
AgentMethods
AgentMethods
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.Starting Price: $149.00/month/user -
32
Referral Rocket
Referral Rocket
Referral Rocket offers a platform for businesses to launch and manage highly effective referral program campaigns. Our user-friendly platform empowers businesses to tap into the immense potential of customer advocacy, driving exponential growth and increased customer acquisition. 💡 Unleash Growth: Propel your business with seamless referral programs, tailored campaigns, and insightful analytics. 🚀 Skyrocket Conversions: Harness the power of word-of-mouth marketing. Referral Rocket turns satisfied customers into your best advocates. 📊 Data-Driven Success: Dive into our intuitive dashboard for a 360° view of your program's performance. Track, analyze, and optimize effortlessly. Why Referral Rocket? 🌟 It's more than a tool; it's your growth companion. Referral Rocket amplifies your customer base and turns referrals into revenue at a fraction of cost.Starting Price: 0 -
33
Indio
Indio Technologies
Turn the traditionally cumbersome insurance application into a simple, Turbo-Tax-like experience. Indio simplifies the insurance application process to make it fast, collaborative, and easy, saving you and your client's time and money while minimizing E&O exposure. Stop sending your clients unruly PDF forms and spreadsheets during the insurance application process. Unify the application and renewal data gathering process for your staff and customers, eliminating redundancies in data gathering while ensuring data accuracy. -
34
Broksy
Broksy
Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures – all in real-time! Our enterprise-wide insurance software solutions offers highly customized CRM functionality plus off-the-shelf add-ons for Insurance & Brokerage. All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze. While you work to convert leads to clients, it is necessary to maintain individual client & sales record. Capturing and maintaining client policy details e.g. effective date, renewal rate, premium, plan sold, carrier and other details allows agents to effectively service clients and stay of top of sales. -
35
Agentero
Agentero
Independent insurance agents use Agentero to boost their revenue, save time, and deliver a superior customer experience. We integrate with your current technology to modernize your operations and position you for growth. It's a singular solution that puts you in control. Give your agency more: -Predictive pipeline. -Smart workflows. -Branded app. We innovate on behalf of independent agencies, building new solutions and making sure all your technology is in tip-top shape. Predictive pipeline converts existing data into actionable insights. You get a data-fueled pipeline that proactively surfaces cross-sells, up-sells, and other opportunities - at the right moments, so you know exactly how to use your time. Smart workflows let you work more efficiently. You get a powerful layer of client interaction tools to streamline communication, automate mundane tasks, and cut down on busy work.Starting Price: $99 per month -
36
BluInsurance
BluRoot
Best CRM software for insurance agents. BluInsurance is one of the best CRM softwares for insurance agents that manages your client database and simplifies the complex operations of your business. BluInsurance allows insurance agents to select appropriate markets and will instantly create concise, personal submissions. Once sent, BluInsurance tracks the progress to keep both the broker and the carrier accountable. BluInsurance captures all online leads from both your website and 3rd-party sites and notifies an appropriate agent to follow up. Once contact is made, agents can send custom online forms to collect the necessary information to write a policy. With BluInsurance’s built-in email and SMS marketing campaigns, it is easy to stay in touch and build relationships with your clients to ensure that you capture the renewal.Starting Price: $45 per user per month -
37
Agency Matrix
Zywave
The agency management system your agency needs to maximize efficiency, productivity, and sales. As an independent insurance agency, you need one of the best agency management systems, with cutting-edge technology, an easy-to-use interface, and dedicated support. Agency Matrix is committed to delivering insurance software solutions that meet these criteria and will help you reach your business goals. Agency management doesn't have to be hard. Agency Matrix reduces the time you spend on tasks like x-date tracking, accounting reports, sweep tracking and reconciliation, and providing client service. This gives you more time to focus on increasing production. Save time and money with automated reporting and telephone integrations that automatically launches a client’s account based on the incoming phone number. -
38
eVo
Evolution Agency Management
Evolution is designed by agents, for agents, and is available at a much lower cost. No matter which products your customers need, you need a revolutionary agency management system that can help you run your entire business. You’ll get a powerful client app with quoting, claims and payment options, so your clients can access their policies whenever and wherever they want to. eVo is a comprehensive and affordable agency management system offering many innovative features. If you’re ready to step up your management with eVo, or would like more information, contact us. You continue to remain our top priority in these unprecedented circumstances, and we are here to answer any of your questions. Please do not hesitate to contact us with any concerns you may have. Secured hierarchical Structure. DocuSign Integration. Microsoft Outlook Integration. Client-facing Mobile App. In-Platform Texting Capability.Starting Price: $200 per month -
39
Automated Group Benefits
AGB Business Services
Automated Group Benefits is a business automation system developed specifically for General Agencies (GA) and the Employee Benefits Industry. AGB allows GA's to increase the productivity and efficiency of their businesses by incorporating seamless integrated state-of-the-art software. Automated Group Benefits can be provided as a fully turnkey system. All support is provided by our dedicated support staff ensuring that you can focus on building business. AGB contains an integrated tasking system to link tasks and notes to each record in the system. This ensures that renewals, deadlines and other tasks are completed. AGB contains reporting tools to manage clients and their related books of business including payment history and plan information with summary of benefits. AGB is able to track commissions and account information, as well as split commissions, calculate and print checks, send electronic payments and manage payment history. -
40
Agency AutomationTEAM
Agency AutomationTEAM
CP Manager was designed based about what agencies have desperately wanted in an agency management system. It took an insurance automation consultant to design this system. Adding a client and policy is incredibly easy, servicing clients is easy. CP Manager is so easy we even did a webinar specifically on how we created such an easy to use system. Two years prior to releasing CP Manager we gave a number of CSRs access to CP Manager, offered no training and then got detailed reports on how we could make CP Manager even easier. You'll learn about the design of CP Manager and the things we did to create a highly productive system so you can create a highly productive agency which means your staff will be able to manage a larger book of business. You and your staff are sending and receiving emails many times through the day. By building emailing into CP Manager and integrating it tightly in the system emailing in CP Manager is far more efficient and a lot less steps! -
41
ForeSight
Insurance Technologies
Leverage the robust features of ForeSight® to maximize distribution strategies and automate the illustration sales process for greater business efficiencies, agility and increased speed to market. ForeSight® provides carriers advanced features including robust rules, pre-built sales tools and unique system customization to quickly promote products to distribution. Deliver a dynamic and guided illustration sales process, making the complex simple for your sales force so they can deliver products and solutions faster and with more confidence. Deliver anytime access to customized, accurate and compliant sales presentations for all lines of business from one sales illustration system. With ForeSight your sales force can quickly run, compare and illustrate life, annuity, disability, long-term care, critical illness and structured settlement solutions to solve their clients’ insurance and retirement goals. -
42
INSXCloud
My1HR
Make INSXCloud your marketplace for on-exchange ACA health plans and off-exchange ancillary coverage such as dental, vision, accident, and short-term medical options. INSXCloud has assisted agents, agencies, and issuers with the quoting and enrollment process for individuals and families choosing Affordable Care Act and ancillary health coverage since the Federal Marketplace opened in 2014. During that time, we have helped agents and issuers enroll over 2 million members in on and off-exchange health, dental, vision, and other ancillary coverage. e-Commerce on your terms: The EDE version of INSXCloud is built to support agent-led and direct-to-consumer enrollments. When you work with us you control the marketing to your clients, not us, so you manage the message. Our site has time-saving features like the upgraded provider lookup that tells you which doctors accept specific plans and a ‘Pay Now’³ feature for many carriers which allows you to set up your clients’ payment. -
43
Market Quest For Insurance
Market Focus
Market Quest a sophisticated yet accessible to use database marketing and customer management software, It helps to increase your sales, gives you the edge versus your competitors while being organized, Market Quest can send E-cards, newsletters, videos and more customization is available. Market Quest can integrate into your website to grab all entry forms and assign it to a sales professional. And not lose that lead and build customer loyalty thus help generate future referrals. Our marketing automation is designed for busy sales professionals and marketing departments who want to increase their marketing with the least amount of effort. All that is needed is to simply add people to the database and they automatically receive newsletters, birthday ecards, holiday and seasonal ecards, and other drip marketing campaigns. This advanced automation can be done for individual sales professionals or groups of sales professionals. -
44
Zywave CPQ
Zywave
The Industry’s only complete, integrated solution that will transform your quoting and renewal process. Simplify complex and time-consuming processes to unlock the full growth potential of your agency. Configuring, pricing and quoting is an essential function of any insurance brokerage. For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience. Zywave CPQ - Benefits leads the market with the most innovative solution that automates mission-critical steps of a benefits buyers’ journey. Driven by data, you are able to configure multiple benefit options which provides strategic insights for your clients. Streamline the quoting step with direct access to carrier pricing, which is supported with the ability to present professional, custom-branded proposals. Simply put, using Zywave CPQ - Benefits allows you to sell and service better than ever – ultimately fueling growth. -
45
AgentCubed
AgentCubed
Founded on the principle of simplifying the overwhelming, AgentCubed is a popular cloud-based software for organizations that need a robust but simple answer to what is essential when working in the insurance space. The company's tailored solution does this by bringing together a three-in-one solution that combines - Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. Cutting down on the need to incorporate any third party software that often does not adequately communicate or automate, delaying an agent's ability to take a customer from A to Z. AgentCubed provides an easy to navigate online dashboard to give an agent the flexibility of managing leads by opportunity status, date, or disposition. The built-in calculator allows for a smooth quotation process that walks both the agent and prospect through the entire operation. Maximizing the efficiency of your business while increasing compliance adherence, client retention, and more. -
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QwikSubmit
GST Software
QwikSubmit stores all the information about your Insureds and Applications you create for them. Instead of collecting information and then inserting it into PDF forms, just insert data into QwikSubmit and generate PDF files when you’re ready. QwikSubmit enables you to stay on top of your Submission process. Instead of entering your customer’s data to PDF files (ACORD forms), enter all the data in a database using our simple forms. Don’t worry about entering the same data over and over again. Pick the type of business you want to submit, fill out the simple and clean menus and QwikSubmit assembles your application packet for you. Submit Applications to unlimited General Agencies through QwikSubmit. QwikSubmit enables you or your team member to pick up the work on an Application right where you left off. Anytime. From any device.Starting Price: $12.50 per user per month -
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Agents Ally
Agents Ally
Agents Ally is a powerful productivity tool created specifically for insurance agents. Using industry leading capabilities like SMPs, integrated Calling Sessions and List Imports, Agents Ally adds new incredible features and increases automation to fully optimize your marketing and sales operations. A key metric dashboard allows you to view the most important information up front and provides quick links to take action. Weights and ranks assign scoring to scheduled tasks ensuring the best opportunity is always next in line for action. Streamline execution of call tasks and campaigns allowing more time for deeper conversations and relationship building. Create customized, real-time and responsive marketing experiences that automatically adapt to each customer’s needs and preferences. Stay connected and productive while away from the office. Sequential Marketing Programs deliver targeted, multi-channel messages in specific order over a designated period.Starting Price: $99 per month -
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Tractable
Tractable
Our AI assesses damage and estimates repair costs in real time. So claims can be settled faster, and livelihoods restored. Our AI assesses car damage and expedites claims and settlements today, in real time. When floods, fires and hurricanes hit, our AI will help insurers respond more efficiently and quickly. Our AI learns to interpret what’s in an image, just like a human - but at scale. With our AI, the auto repair ecosystem - from insurers to bodyshops - can respond to accidents up to 10 times faster. Our AI Review and AI Estimating products help them improve their claims processes and produce live, end-to-end estimates of vehicle damage. We carry out meaningful applied research: transforming breakthrough discoveries in deep supervised and semi-supervised learning into products that help people recover from accidents and disasters more quickly. -
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Genius Referrals
Genius Referrals
Unlock the Power of Referral Marketing with Genius Referrals! Are you tired of the time-consuming and frustrating process of managing referrals? Look no further than Genius Referrals, your ultimate solution for automating referral processes, creating brand advocates, and supercharging your business growth. With Genius Referrals, you'll save valuable time, reduce costs, and eliminate the hassle associated with referrals. Why Genius Referrals? - Seamless Integration: We seamlessly integrate with the platforms you already use, making implementation a breeze. - Automated Excellence: Say goodbye to manual referral tracking and management. Our cutting-edge automation technology handles it all for you. - Advocate Transformation: We don't just track referrals; we transform your satisfied customers into enthusiastic brand advocates. - Dynamic Solutions: Perfect for brands that demand dynamic, flexible referral solutions, Genius Referrals caters to B2B, B2C, SaaS, and Enterprise.Starting Price: $89.00/month -
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eTrove
eTrove
Traditional marketing and word-of-mouth referrals are hard to track and have inconsistent results. eTrove is a mobile referral and rewards platform customized to your office, with detailed reporting and end-to-end referral visibility. eTrove is where your clients are – on their smartphones. It’s seamless, useful, and integrated, consistently maintaining positive, two-way communication that increases satisfaction on both sides. Your clients interact on their smartphones to earn points. They benefit from mentioning your services, reposting knowledge, retweeting tips, and referring friends. Your clients feel appreciated redeeming their points for valuable gifts chosen from sought-after, nationally recognized brands that you have chosen, to create a customized catalogue. Thanks to the high level reporting dashboard and robust analytics, you immediately grasp what is making a difference for your staff and customers, and can adjust marketing accordingly.