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How Rocket Referrals works

Here's how we help grow your business

Designed specifically for insurance, we integrate with many of the tools you use, making it easy for you to make sure your data is accurate and your applications work together.

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Connect your management system easily

We work with almost every agency management system—no technical skills required to integrate. Check out our integrations.

Build custom integrations

Use Zapier or our API to build your own custom integrations

Easily upload your client data, set up workflows or push important info to your favorite tools.

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Uncover data issues before they become problems

We’ll help you auto-clean imports to keep your data accurate. And we’ll check for duplicates and other potential errors.

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Add custom data using imports

Use our import process to add custom data, run your own campaigns or add information from a system that doesn’t allow API access.

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“Our agency client files integrated seamlessly with the Rocket Referrals program. Within 24 hours we had great testimonials ready to publish on our website and social media pages.”

Matt Phillips customer since 2017
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Want to see Rocket Referrals in action?

We'd love to show you around.

© 2021 Rocket Referrals