There is a gold mine waiting to be discovered within your customer data.
How it works : 4 simple steps
1
Connect your Vertafore integration
2
Select your communication types
3
Turn it on
4
Monitor the results
Want a more detailed look at what Rocket Referrals can do for you?
Results you'll see:
Improved retention:
Rocket Referrals uses the Net Promoters Score(NPS) to discover who your happy clients are and who’s likely to leave. Real-time notifications let you know when we identify clients likely to leave so you can double your chances of keeping them by simply giving them a call.
More cross sales:
Using our integration with Vertafore, easily create custom lists of customers with one type of insurance who may be willing to purchase another kind from you. Send emails and text messages that provide information and resources to build trust and position you to make the sale.
Online ranking:
Rocket Referrals collects a steady stream of positive reviews from loyal customers over time. As a result, we see agents move up on Google Local 3-4 spots every 6 months until they reach the first page.
Improved morale and staff performance:
Positive testimonials and reviews from clients improve staff morale
Timeline of results for customers:
Want a more in-depth look at Rocket Referrals? Schedule a demo
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