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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 Momentum AMP by NowCerts?

Momentum AMP by NowCerts is an AI-powered platform for insurance agencies that combines agency management, automation, communication, lead generation, premium finance, rating, staffing, and AI tools into one unified system. The company began as NowCerts in 2009 with a focus on creating an intuitive, secure, and affordable agency management solution. After merging with Insurance Gig in 2023 and rebranding as Momentum in 2024, the company expanded its technology with integrated data, advanced APIs, automated workflows, and real-time insights. Momentum AMS helps agencies manage essential operations such as policy management, billing, claims processing, reporting, client communication, and administrative workflows. Momentum Automation Center integrates with Momentum AMS to automate sales and policy pipelines through emails, texts, tasks, tags, notifications, and stage-specific actions. Momentum Edge supports agency growth through appetite-matched referrals and online visibility tools that help the right clients find the right agencies. Momentum PremFi simplifies premium finance quoting by removing duplicate entry and connecting agencies with finance vendors while supporting existing finance agreements. Momentum Rate helps agencies quote and bind commercial lines faster from within Momentum AMS, while Momentum MAPS provides consultative support for quoting, renewals, compliance, and service workflows. Momentum PROs offers managed bilingual staffing support, Momentum Toolbox provides a suite of AI tools, and Momentum Voice delivers a customizable voice agent for handling calls and client interactions. InsuranceAgency.AI extends the platform with an AI operating system built specifically for independent insurance agencies and designed to work with the software they already use. Momentum AMP helps agencies replace legacy complexity with a connected, scalable, and AI-focused platform that supports stronger efficiency, better client service, and sustainable growth.

Media

Media

Integrations Supported

Axis LMS
Wufoo
Zapier

Integrations Supported

Aline
Call Logic
Certificial
Formstack
Gaya Ai
Gmail
Google Drive
Keap
Pathway Insurance Software
QuickBooks Online
RenewalCompass
Spoke Phone
Twilio
airSlate SignNow

API Availability

API Availability

Pricing Information

$2 per employee per month
Free Trial Offered?

Pricing Information

$49.00/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Rocket Referrals

Date Founded

2013

Company Location

United States

Company Website

www.rocketreferrals.com

Company Facts

Organization Name

NowCerts

Date Founded

2009

Company Location

United States

Company Website

momentumamp.com

Categories and Features

AI Insurance

Not specified

Insurance Agency Management

Contact Management
Life & Health
Property & Casualty

Referral

Campaign Management
Feedback Management
Loyalty Program
Rewards Management

Categories and Features

AI Insurance

Not specified

Insurance Agency Management

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

Insurance CRM

Not specified

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