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Ratings and Reviews 0 Ratings
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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 HawkSoft?
Successful client retention is fundamentally rooted in an agency's capability to deliver exceptional value to its policyholders. HawkSoft's Retention Alerts highlight clients that need attention, allowing your team to provide timely and proactive assistance. It’s essential that every interaction creates a memorable experience for clients. Tasks that usually take other agencies twenty-five minutes can be completed in just five minutes with the right tools. This efficiency not only optimizes your current client interactions but also streamlines your sales pipeline. The Lead Management categories from HawkSoft clearly indicate where clients stand within your sales funnel. Additionally, integrated cross-sell and upsell reports help identify policyholders who could benefit from further services. Effective communication with clients can occur through batch emails, letters, text messages, and planned outreach efforts. However, if data is challenging to access or utilize, its value diminishes significantly. Monitoring agency health and essential metrics is crucial. Evaluate monthly close ratios by producer, the average number of policies per client, commissions from various carriers, retention rates, and detailed reports on your book of business, among other key indicators. Our reports are crafted to be actionable, enabling you to send batch emails directly from the report interface for optimal efficiency. Furthermore, being attentive to your clients’ evolving needs can greatly improve your agency’s overall performance and foster long-lasting relationships. This proactive approach not only enhances client satisfaction but also contributes to sustained agency growth.
Integrations Supported
Canopy Connect
Certificial
Formstack
Gaya Ai
Pathway Insurance Software
Wufoo
Zapier
Integrations Supported
Canopy Connect
Certificial
Formstack
Gaya Ai
Pathway Insurance Software
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
HawkSoft
Date Founded
1995
Company Location
United States
Company Website
www.hawksoft.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
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management