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What is Rocket Referrals?

Rocket Referrals helps maintain client loyalty, encourages repeat purchases, and facilitates referrals to friends. With no contracts or setup fees, you can easily identify both happy customers and those who might be considering leaving. You’ll receive notifications if clients show signs of dissatisfaction, which allows you to take proactive steps to maintain those essential relationships. By consistently collecting feedback to measure client sentiment using NPS, our AI system effectively organizes this data to inform your enhancements. You have the flexibility to automate client communications, choosing whether to run everything on autopilot or to review messages prior to sending. Quickly create tailored messages and email marketing campaigns, and take advantage of existing automations and templates for upselling insurance. Send heartfelt handwritten notes reminiscent of those from grandmother, and engage with clients in new and creative ways through Rocket Connect. You can also easily text clients while adhering to TCPA regulations, and ensure swift replies to both current and prospective customers via web chat features. With these innovative tools at your disposal, the potential to elevate your client engagement has never been greater, making it an ideal time to enhance your business relationships.

What is Baton?

Baton enables service providers to turn leads that would otherwise go unserviced into new revenue opportunities by connecting them with verified professionals in their field! The leads generated by Baton are not only exclusive but have also been vetted by peers, ensuring they align perfectly with the specific services you offer and the areas you serve. Unlike other platforms that provide shared and unreliable leads scattered all over the internet, Baton guarantees that referrals come directly from other businesses. You are only charged for unique referrals that align with your services, are within your service area, and demonstrate genuine interest when you reach out. Acting as your advocate, Baton prioritizes safeguarding both your clientele and your business reputation throughout the referral process. We take great care to ensure that referrals from existing clients are directed only to businesses that comply with our Pledge to Protect, and wherever possible, we prefer to work with niche-specific and non-competitive providers. Additionally, Baton records calls, collects feedback from referred customers, and addresses any partner disputes that may arise. This all-encompassing support framework guarantees that both service providers and their clients enjoy a reliable and efficient referral experience while fostering trust in the process. With Baton, you can focus on delivering exceptional service while we handle the complexities of lead management.

Media

Media

Integrations Supported

Wufoo
Zapier

Integrations Supported

Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$2 per employee per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Rocket Referrals

Date Founded

2013

Company Location

United States

Company Website

www.rocketreferrals.com

Company Facts

Organization Name

Baton

Date Founded

2019

Company Location

United States

Company Website

www.batonleads.com

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Referral

Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management

Categories and Features

Referral

Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management

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