How it works : 4 simple steps
1
Set up your Applied Systems import
2
Select your communication types
3
Turn it on
4
Monitor the results
Want a more detailed look at what Rocket Referrals can do for you?
Results you'll see:
Improved retention:
Rocket Referrals uses the Net Promoters Score(NPS) to discover who your happy clients are and who’s likely to leave. Real-time notifications let you know when we identify clients likely to leave so you can double your chances of keeping them by simply giving them a call.
More cross sales:
Using our integration with your AMS, easily create custom lists of customers with one type of insurance who may be willing to purchase another kind from you. Send emails and text messages that provide information and resources to build trust and position you to make the sale.
Timeline of results for customers:
Want a more in-depth look at Rocket Referrals? Schedule a demo
© 2020 Rocket Referrals