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Vertafore
What you get

There is a gold mine waiting to be discovered within your customer data.

How it works : 4 simple steps

Connect your vertafore integration

1

Connect your Vertafore integration

Select your communication automations

2

Select your communication types

Turn them on

3

Turn it on

Watch the results

4

Monitor the results

Want a more detailed look at what Rocket Referrals can do for you?

Results you'll see:

Improved retention

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

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

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 moral and staff performance

Improved morale and staff performance:

Positive testimonials and reviews from clients improve staff morale  

Timeline of results for customers:

timeline of our customers

Want a more in-depth look at Rocket Referrals? Schedule a demo

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