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Grow your agency with tools made for insurance™

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
Learn more
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
Learn more
NPS survey
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
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.

Learn more
See Rocket Referrals in action
Schedule a demo

© 2022 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.

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