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How Rocket Referrals works

Automate client communications

72% of unhappy clients say they don’t hear from their insurance agent enough. Well-timed, personalized communications improve client retention. We’ve prewritten everything for you so you don't have to write a single piece yourself.

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Automate what you send to your clients and when

We know exactly what communications you need to send, to which clients and when, so you don’t have to worry about a thing. Welcome your clients to the agency, wish them a happy birthday, thank them for a referral, share important updates and even cross-sell products with just a few clicks.

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Have as much control as you’d like

Automation can be scary. Maybe it hasn’t worked well for you in the past or you’re nervous about automating everything at once. With Rocket Referrals, you can have as much control as you want over what goes out, when and to whom. You can approve automated messages before they send and even delegate review to multiple people on your team.

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Quickly create custom communications and e-mail campaigns

Have a custom message or a campaign in mind? You can create and send it quickly, we’ll even help you build the lists. And we have templates available to help you get started.

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Cross-sell with ready-to-go automations and templates

Cross-selling insurance is one of the best ways you can grow your revenue. Our ready-to-go email automations allow you to easily set up cross-selling campaigns for both your personal and commercial lines—with lists and templates, well, all ready to go!

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Send handwritten cards like grandma does

Who sends the best cards? Grandma. Because grandma really cares. She knows when your birthday is, she plans ahead and she always writes a thoughtful note. You can do the same for your clients. Choose the perfect handwriting along with a design you prefer, add a unique message or pick one we’ve prewritten for you, and send on premium card stock with a first-class stamp. You can even add a gift card, just like grandma would.

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Stay connected in an entirely new way

Your customers can tell when they’re just a name on a list. That’s why we created Rocket Connect, an entirely new way for you to send meaningful, personalized messages to your clients they will actually enjoy reading. We have an entire library full of useful articles your customers will love, and we know when and to which clients to send them.

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Text your clients easily, TCPA ready

Text with your clients directly from our dashboard or smartphone app. We work with your existing texting platform so you don’t need to change a thing. And we take care of everything for you, including asking for opt-ins and following all the necessary regulations around texting.

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Respond to clients and prospects quickly via web chat

Talk to your website visitors in real time with a chat that lives on your domain. We’ll recognize clients and remember returning prospects. See who on your team is responding to a message and what they’re about to say. You can even chat on mobile via the Rocket Referrals app.

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The power of a handwritten card:
Automate

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

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

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

Eli Gillespie customer since 2016
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