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Grow your agency with tools that work

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

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Rocket Referrals

Here’s how we help you grow your business:

NPS survey
Customer Surveys

Discover how your customers feel

  • 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
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Customer Surveys

Automate client communications

  • 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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NPS survey
NPS survey
Customer Surveys

Improve your online reputation

  • Collect more positive reviews and testimonials
  • Publish testimonials to your website quickly
  • Climb up your local search rankings
  • Monitor what clients are saying about you online
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Customer Surveys

Measure agency performance

  • Access everything in our all-in-one dashboard
  • See feedback trends by product, employee, industry and more
  • Motivate and reward your team
  • Request custom reports to see your progress
  • See how you rank in the industry
Learn more
NPS survey
NPS survey
Customer Surveys

Integrate with your management system

  • Connect your management system easily
  • Use Zapier or our API to build your own custom integrations
  • Merge duplicates, clean up errors and fix other data issues before they become problems
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Customer Surveys

Get more than tech support

  • Talk with real people whenever you need help
  • Learn how to use the software from a team dedicated to your account
  • Get so much more than tech support—we help you grow your business
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NPS survey
We connect directly to your management system.
Vertafore AMS360
HawkSoft
Xanatek
Applied Systems
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
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.

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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.

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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.

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See Rocket Referrals in action
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.