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:

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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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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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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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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

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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

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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We connect directly to your management system.

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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

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

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.

Groups and associations

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

See Rocket Referrals in action

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