Communication tools, made for insurance.

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Why Rocket Referrals?

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Improve reputation and retention

  • Collect more reviews and testimonials from happy customers, automatically.
  • Manage your online reputation and climb up your local search rankings.
  • Bring in more clients with increased referrals without the extra work.
  • Increase retention with client surveys and categorized, actionable feedback.

Manage all communications in one app

  • Manage all client and prospect communications in one place—email, texting, mail, web chat and even third-party messaging apps like Facebook and Google.
  • Cross-sell more policies with ready-to-go automations and templates.
  • Convert more prospects with targeted campaigns written for you.
  • Collaborate with your team, approve communications and talk with clients all inside one tool.
NPS survey
NPS survey

Get support along the way

  • Access unique content created just for insurance agents.
  • Integrate your agency management system (AMS). No AMS? No problem. We can make it work.
  • Get hands-on support with a dedicated account management team always by your side.
  • No contracts or setup fees, all plans are month-to-month.
See Rocket Referrals in action
Thousands of agents use and love Rocket Referrals.

“A one-stop shop for almost all the digital marketing needs of an agency. Offers an amazing support through well-trained staff and an awesome platform/portal.”

- Salar Baktash

“Agency retention is through the roof after two years of using Rocket Referrals. I would highly recommend this platform.”

- David Carpenter

“The automated marketing campaigns save us time and money, allowing us to better focus on our clients’ needs and provide the most excellent service possible. Thank you, Rocket Referrals!”

- Garrett Watson

“I am a new customer of Rocket Referrals but I absolutely love it already. The program is phenomenal, and the employees are extremely knowledgeable and helpful. My only regret is that I didn't sign up a year ago!”

- Charlie McCabe

“Very intuitive platform and already seeing positive feedback from customers and prospects!”

- Justin Colvin

“Rocket Referrals has been a great addition to our agency marketing strategy. We've increased our referrals, cross-sells and revenue because it's so effective and easy to use.”

- Diane Tait

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