HawkSoft and Rocket Referrals

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HawkSoft is an insurance management solution designed for independent agencies.

Rocket Referrals connects directly to your data in HawkSoft updating your client information automatically every night.

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Rocket Referrals HawkSoft Sidecar

Sidecar from Rocket Referrals allows HawkSoft users to manage client information without switching appsWith Sidecar, you can see an updated view of a customer in Rocket Referrals simultaneously as you are working on that client’s record in HawkSoft. You can:

  • View the most recent feedback a client has provided,
  • Quickly identify promoters and detractors,
  • Start new and continue existing Rocket Referrals text conversations within Sidecar,
  • See how data is mapped between the two systems and keep client records accurate and up to date.  

Rocket Referrals Sidecar example

What HawkSoft agents are saying about Rocket Referrals

We have a better understanding of perceptions of our customers and that has helped us become more proactive in those relationships and less reactive.
Clark Stanton
customer since 2019
You are very interested in making sure the system works and creates value to the user. Fast response and great patience during the implementation.
Hauke Hansen
customer since 2017

See Rocket Referrals in action

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