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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 ReferMe IQ?

We streamline the process of generating new business through personal connections and client referrals! Our Automated Referral Intelligence goes beyond conventional "auto-responders" with its enhanced capabilities, and it's remarkably simple to set up! Rather than just sending out automatic replies, our innovative system actively engages your current clients by soliciting referrals. This leads to the creation of personalized emails from these clients to their own contacts, endorsing your services. As your clients respond, those valuable referrals and leads are swiftly sent back to you for your follow-up. Moreover, both your clients and the new referrals receive acknowledgment through a “thank you” message, along with potential rewards and incentives for their recommendations if you choose to enable that feature. This entire process operates smoothly with the automated referral intelligence, effectively transforming your network and clients into a dedicated sales force that works tirelessly for your success! Are you actively reaching out to your personal connections to promote your business or help you connect with potential clients? We have a strong feeling that this might not be happening as often as it should.

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

$50 per month
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

ReferMe IQ

Company Location

United States

Company Website

www.refermeiq.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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