Starting Price

Best For

Product Offered for Insurance Carriers, MGA's, Agents, Brokers and other Distributors. Role based implementation allows to offer customized offerings for each user. Portals for Agents and customers

While optimized for insurance agents, Rocket Referrals has been implemented in a variety of industries where maintaining long-lasting client relationships is vital for growth.

Rating

Ideal number of Users

1 - 1000+

1 - 999

Ease of Use

• Not enough reviews

• "That the software is integrative, seamless and so easy to use. I love that it integrates my management system and website."


• "This software is very user friendly, and very organized."

Customer Support

• Not enough reviews

• "I have found the program easy to use and when I need help support team is always and email away."


• "Customer service is top notch and this services is working for my agency."

Features & Functionality

• Not enough reviews

• "Easy to use and navigate. We like all of the communication options available."


• "Details of software are well thought out and system is easy to navigate."

Value for Money

• Not enough reviews

• Not enough reviews

Product Features

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

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

Screenshots

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

• 24/7 (Live Rep)
• Business Hours
• Online

• 24/7 (Live Rep)
• Business Hours
• Online

Training

• check In Person
• check Live Online
• check Webinars
• check Documentation

• check In Person
• check Live Online
• check Webinars
• check Documentation