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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 ClientLogix?

An all-encompassing solution is crafted to thoroughly tackle the distinct differences found in relationships, distribution channels, stakeholders, and intermediaries across various industries. This unified platform facilitates quick retrieval of all pertinent information related to clients, prospects, and third parties, while also streamlining the establishment and oversight of portfolios through a two-way connection to several portfolio accounting systems and flexible imports from sponsor platforms. In addition, an anticipatory CRM system and document storage allow for straightforward access to vital updates without needing to leave Outlook, which empowers users to efficiently arrange meetings, jot down notes during conversations, and monitor reminders and historical information. Moreover, user participation dramatically improves when individuals can personalize the interface to match their preferences, whether in a workplace environment or on their mobile devices. Additionally, understanding social interactions is essential in fostering stronger client relationships and generating referrals, which are key components for the sustained prosperity of the business. This comprehensive approach not only enhances operational efficiency but also positions the business for future growth and adaptability in a dynamic market.

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

UNAPEN

Date Founded

1991

Company Location

United States

Company Website

unapen.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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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