How Rocket Referrals works

Staying connected. Nurturing relationships.

Automatically send personalized messages at just the right time.

72% of unhappy clients say they don’t hear from their insurance agent enough. Well-timed emails and personalized, handwritten cards can help fix this and improve client retention. They also inspire your best clients to refer you or write a review.

Communications written for you
Communications written for you

Communication with a purpose.

Welcome your clients, wish them a happy birthday or ask for a Google review. We’ve prewritten everything for you so you don't have to write a single piece yourself.

Out-of-the-box campaigns

Out-of-the-box automation.

Our algorithms determine the best communication schedule for each of your clients and what kind of message they should receive.

Out-of-the-box campaigns
Easy to use editor
Easy to use editor

Create custom campaigns.

Want to send special, one-off messages? No problem! Our account managers can even help segment your book of business and schedule touchpoints.

Handwritten Cards

Handwritten cards like nothing else out there.

Choose the perfect handwritten style, sent on premium card stock with a first-class stamp. You can add a gift card, too.

Handwritten Cards
Rocket Connect
Rocket Connect

Stay connected without the work.

Share valuable content (articles, videos or podcasts) with clients when they need it the most. We send everything for you at the best possible time.


Reach clients instantly through text.

Have one-on-one conversations and send NPS and review requests. Rocket Referrals text messaging is fast, personal and convenient.

Behold! The power of handwritten cards.
Handwritten  cards

Sending handwritten birthday cards increases an agency's NPS by an average of 5 points over a 2-year period.

Handwritten birthday cards

95% of agencies using Rocket Referrals send handwritten cards to clients.

What our clients are saying

“Rocket Referrals helps me identify who my champions are and makes it easy to keep in communication with them.”

Eli Gillespie customer since 2016
Stand Out Online

Improve your online reputation.

Gain visibility and credibility on Google, Facebook and more by harnessing the power of online reviews.

Learn about this feature
Schedule a Demo

See Rocket Referrals in action for yourself.

Our account managers would love to give you a one-on-one walkthrough.

Schedule a demo

© 2021 Rocket Referrals