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.
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.
Our algorithms determine the best communication schedule for each of your clients and what kind of message they should receive.
Want to send special, one-off messages? No problem! Our account managers can even help segment your book of business and schedule touchpoints.
Choose the perfect handwritten style, sent on premium card stock with a first-class stamp. You can add a gift card, too.
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.
Have one-on-one conversations and send NPS and review requests. Rocket Referrals text messaging is fast, personal and convenient.
Sending handwritten birthday cards increases an agency's NPS by an average of 5 points over a 2-year period.
95% of agencies using Rocket Referrals send handwritten cards to clients.
Gain visibility and credibility on Google, Facebook and more by harnessing the power of online reviews.
Learn about this featureOur account managers would love to give you a one-on-one walkthrough.
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