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Grow your agency with tools that work

With Rocket Referrals, clients stay longer, buy more and refer their friends. No contracts or setup fees.

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Rocket Referrals
How Rocket Referrals does it:
Understand your clients.
  • Track loyalty trends with the Net Promoter Score® (NPS®) survey.
  • Quickly figure out who your best clients are and who’s likely to leave.
  • Find out what makes clients happy and how you could improve.
Learn more about NPS and loyalty
Understand your clients
Automate your communications.
  • Increase client retention with personalized emails and handwritten cards.
  • Choose messages we've already written for almost any occasion.
  • Our algorithm will send communications at the best time.
Learn more about setting your communications to autopilot
Automate your communications
Stand out online.
  • Collect more client reviews on Google and Facebook.
  • Increase your chances of being found on search engines.
  • Stream testimonials directly to your website.
Learn more about SEO and reviews
Stand out online
Track your performance.
  • View your most important stats on one dashboard.
  • See how you stack up against your peers in the industry.
  • Review performance reports with our account managers.
Learn more about performance data
Track your performance
Get expert guidance.
  • Our account managers are dedicated to helping you succeed.
  • We take the time to understand your unique situation and goals.
  • Support is available via phone, chat and email.
Learn more about your support team
Get expert guidance
We connect directly to your management system.
Applied Systems
Xanatek
Vertafore AMS360
HawkSoft
View all integrations

Rocket Referrals has been such a great addition to my agency! I feel like the communication they provide makes me stand out and lets my customers know I genuinely welcome and appreciate them.

Sharon Wood Wood Griffith Insurance
Sharon Wood testimonial
Why Rocket Referrals is right for you.
Agencies
Agencies

Learn what your clients think of you and send handwritten cards and emails to improve relationships, increase retention and win business.

Learn more
Carriers
Carriers

Provide agents with the tools they need to sell and retain more of your policies, build loyalty with agencies and collect and analyze data.

Learn more
Groups and Associations
Groups and associations

Give your members access to cutting-edge software that increases profits and provides you with useful agency performance metrics.

Learn more
See Rocket Referrals in action for yourself.
Schedule a demo

© 2021 Rocket Referrals

*Net Promoter, Net Promoter System, Net Promoter Score, NPS and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems, Inc.