Who Uses This Software?

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.


Average Ratings

28 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $80.00/month
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Rocket Referrals
  • www.rocketreferrals.com
  • Founded 2013
  • United States

About Rocket Referrals

We work with insurance agencies to automate referrals, retention, and online reviews. Find & leverage your most loyal promoters by inspiring them to refer you to their friends and family. Keep clients engaged with meaningful communication so they're less sensitive of price and more appreciative of you. Grow online reputation and drive warm prospects to your door by collecting and sharing positive testimonials and reviews.


Rocket Referrals Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management
  • Affiliate Marketing
  • Campaign Management
  • Contact Management
  • Employee Referral Management
  • Feedback Management
  • Lead Management
  • Loyalty Program
  • Referral Partner List
  • Reward Distribution

Rocket Referrals Reviews Recently Reviewed!

Excellent, must-have software with outstanding customer service and exceptional team!

Aug 21, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Rocket Referrals is a fantastic software with an outstanding team! It allows a company to communicate and survey their customers in the best way possible. The software is capable of sending surveys, questioners, thank you cards, welcome e-mails and so much more. The best part; it can run completely on "auto" after you set up the preferences. Our agency started using Rocket Referrals a couple months ago and we have received so much feedback from our customers already. Not only does it allow us to follow up with customers without having to spend extra time on it, but it also teaches us how to be the greatest we can for our customers from the testimonies and survey responses. I recently participated in one of the Rocket Referral webinars and it was enlightening! Every time I have a conversation with someone at Rocket Referrals, I am always impressed with the passion each person has about Rocket Referrals and their clients. Your questions always get answered and everything is done in a very professional matter. Rocket Referrals is very simple to set up, run and use. I highly recommend Rocket Referrals to anyone!

Awesome system for my insurance agency

Jan 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use

Cons: Nothing I can think of.

Overall: I own a family insurance agency that is over 114 years old. We just completed our best year ever in 2016 and that was accomplished in a great part by using the Rocket Referrals' system.

Recommendations to other buyers: Rocket Referrals allows for increasing business by working and developing the best clients who they call Promoters. The system is so easy to use and is worth trying for any agency wanting to grow.

Vendor Response

by Rocket Referrals on January 04, 2017

Thank you Larry! It's great to hear that your agency has been doing so well. We are happy for the opportunity to work with you.

Quick and Thorough

Oct 26, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Matt found the solution to the social media problem I was having, responded quickly, and made a tutorial for all to see on how to fix some truncated images when sharing testimonials. No automated responses or 48-hour wait periods. As a Marketing Director, I appreciate the quality of customer service I receive when trying to figure these issues out. It's always nice to talk to a lovely, helpful human rather than an automated system.

Vendor Response

by Rocket Referrals on October 27, 2016

Natalie, we appreciate you taking the time to write this review! It's been fun working with you and appreciate the opportunity to do so.

Fantastic Tool to automate customer contact and create real connections to your agency

Oct 18, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The API technology allows it to plug right into our current CRM

Overall: I am loving the feedback we are getting from our clients. We would have never known. The software plugs right into our CRM.

Vendor Response

by Rocket Referrals on October 18, 2016

Miles, we really appreciate you taking the time to give us a testimonial and online review. It has been fun getting you and your agency onboard and we look forward to working with you into the future. New features coming soon!

Great Service

Oct 18, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Great customer service. The application itself works well too! Glad we started the service. It runs itself and provides valuable feedback.

Vendor Response

by Rocket Referrals on October 18, 2016

Thanks for the positive feedback Rachael! It's our pleasure to work with you and we're happy to give you the service you deserve. Thanks!

Exceptional Customer Service

Oct 12, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Matt, Sylwia and the Rocket Referrals team are second to none. They offer great support at all stages of the onboarding process and never make you feel like you are a burden to them. They are always happy to help and that goes a long way! I tell everyone I know about Rocket Referrals!

Vendor Response

by Rocket Referrals on October 12, 2016

It's been great working with you as well. Thanks for the nice review! Of course, you can always give us a call and we'll make sure you're taken care of. We appreciate it!

Great and getting better... very responsive company.

Sep 26, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: easy easy easy...

Cons: its not free, ha ha ha !

Overall: RR explains what they do and then they do it, plus more. We are very happy. I would recommend them to anyone.
One of the best decisions we have made. We have increased our reviews 10 fold since using them.
They are also very responsive to questions, suggestions and requests for help. They are working on some amazing improvements, and I cant wait to see them.
I can see us staying with RR and growing along with them, side by side. Thanks so much !

Vendor Response

by Rocket Referrals on September 28, 2016

Chris thanks so much for the great testimonial. Great to hear that you value the new features we're adding to the system. We look forward to making Rocket Referrals better for you into the future and helping you grow your agency. Thanks again!

Rocket Referrals is brilliant!

Sep 16, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is on autopilot.

Overall: It is easy to set up and the support is awesome. I highly recommend them to anyone that is serious about growing their business.

Vendor Response

by Rocket Referrals on September 16, 2016

Thanks Micheal. You're killing it with testimonials. Says a lot about your agency!

Awesome Service

Aug 28, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: The start with this service has done very well with great support and training being provided by the team at Rocket Referrals

Vendor Response

by Rocket Referrals on August 29, 2016

We are glad to get you up and going with Rocket Referrals. Happy to hear your experience has been great thus far - we look forward to working with you more!

Great product!

Jun 30, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Great product and great service! Support is always there to help and love the automated functionality of the software for keeping in touch with clients!

Vendor Response

by Rocket Referrals on June 30, 2016

It's great to be working with you Kristopher. We're looking forward to helping you grow your agency. Thanks for the feedback!

Sylwia Gold and Rocket Referrals

Jun 27, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Sylwia Gold is our representative and she is always professional, friendly and willing to go the extra mile for any questions or concerns we might have.

Recommendations to other buyers: We would like to be able to remove the customer since date when it is posted on our website and include the customers first and last name.

Vendor Response

by Rocket Referrals on June 28, 2016

Thanks Judy. Working with you and the IPS team is a pleasure. We've added your recommendation for the testimonials to our feature requests as well. We'll keep you posted, and we appreciate the feedback.

Awesome Product

Jun 16, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Constant communication with my clients. It's great because it is automated.

Cons: Nothing too bad, the drawbacks that I have found are things they are working on adding in the future. I really would like to see the renewal communication, and that is something they said will be available soon

Overall: Matt has been great, always follows up and has great ideas for helping me get the most out of my software!

Vendor Response

by Rocket Referrals on June 16, 2016

We really appreciate the review, Dave! Happy to hear things are going nicely - and we look forward to getting renewal communication for you as well.

Rocket your business and beyond

Jun 15, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
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Pros: Very user friendly, reliable, up to date, fresh, etc.

Cons: No cons

Overall: As a Business Owner, your always trying to find a balance between sales and marketing. Well, Rocket Referrals has been the answer to our marketing side which in essence drives sales. With their easy to use "Dashboard", it makes it easy to touch your clients from the click of a button. Just in the short amount of time I've been using Rocket Referrals they have been a God sent! We appreciate them very much!

Vendor Response

by Rocket Referrals on September 16, 2016

We are really happy to hear from you and appreciate you leaving this review! Thanks, Tim.

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

Jun 03, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: A wide variety of options to choose from for us to keep in touch with our clients. We are always looking for those non billing and non claim contacts. We feel it this program will really help our retention and loyalty numbers as well as drive additional referrals. All of this at a very competitive expense!

Vendor Response

by Rocket Referrals on June 03, 2016

Great to hear from you Mark. We appreciate the feedback!

Great experience

May 19, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have been using RR for a few months now and it was easy to start and keep the process going...best part is - it works great!

Vendor Response

by Rocket Referrals on May 19, 2016

Karyn, great to hear from you! We are happy that Rocket Referrals is working out, and look forward to future success as well. Thanks for sharing!

Insurance Agency having great success with Rocket Refferrals

Mar 03, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our independent insurance agency started using Rocket Referrals in February. We have had great success. Our entire agency is onboard with our NPS. We want to be 90 and above.

We find RR a great resource to stay in contact with our clients and engage our staff.

What we like: 1. Price, 2. no committment 3. Training/Support 4. Handwritten cards to clients, 4. Integration w/ our management system Vertafore AMS360

Vendor Response

by Rocket Referrals on March 03, 2016

Thanks, Nibby! It's been a pleasure working with you so far - and, you've been scoring all sorts of positive reviews from your clients. It's nice to have quality agencies to engage with!

Fantastic

Nov 23, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Rocket Referrals has helped me stay in better contact with my customers and also figure what I have done right and what I have done wrong with my Customers!! Huge asset to my agency!!!

Vendor Response

by Rocket Referrals on November 23, 2015

Corey, thanks for the great feedback. It's been fun working with you, especially when we had the chance to meet at OAA. Great to hear things are working out. We appreciate the review!

These guys are the REAL deal!

Oct 06, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Rocket Referrals...WOW. This software and its capabilities are revolutionary to growing and strengthening our book of business. Matthew and Torey go above and beyond to help their clients and they have truly delivered a product that is increasing our bottom line. Thank you Rocket Referrals, you have saved us time and improved our process with managing our customer experience within our agency.

Vendor Response

by Rocket Referrals on October 08, 2015

Thanks, Brad. We appreciate the feedback and enjoy working with you. Your clients have had some really great things to say about you, so keep it up!

Great Product & addition to our agency

Jul 28, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Basically Rocket Referrals has filled a huge gap in our agency. By teaming up with Rocket Referrals it has allowed our service staff to have an automated on-boarding welcoming process which for us is a very important personal touch. This has led to more referrals as well a very positive online presence! Much Thanks to Rocket Referrals!

Vendor Response

by Rocket Referrals on July 29, 2015

Thanks, Nicholas! You have a great organization there in Burr Ridge. Thanks for being a great resource, it's truly been a pleasure working with you.

This is a great product. The onboarding was done in 5 minutes and results were seen within 48 hours

Jul 28, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Very good product. I have instant results from surveys.

Vendor Response

by Rocket Referrals on July 29, 2015

Kevin, we appreciate the feedback! Your clients were certainly quick in praising you and your agency. Looking forward to working with you more.

Launch your Referrals into Infinity and Beyond with Rocket Referrals!!

Jul 27, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I can┬┐t recommend Rocket Referrals highly enough. I am an independent insurance agent. Like you, I struggle with positive customer touch points and wanted a convenient way to keep in contact with my clients and ask for referrals without sounding awkward or needy. With Rocket Referrals, all I need to do is enter some basic information into the Rocket Referrals dashboard (name, address, phone and email) and their expertise in handling the details makes me look like the superstar I truly am!

Vendor Response

by Rocket Referrals on July 29, 2015

Sharon, you are a superstar! Thank you for being such a great help and resource to us as well. We enjoy working with you as well!

This is one of the best things I have EVER done for my Insurance Agency!

Jul 27, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Rocket Referrals is a MUST for all insurance agencies. This is one of the best things our insurance agency, Golden Rule Insurance Assoc. has ever done! Because Rocket Referrals is able to link with our agency management system, all of our clients merged right into their system, and they have made everything so easy for us to better connect with our clients with many "soft" touches (via mail and e-mail) and it leaves such a great taste for our agency. Rocket Referrals is truly helping our agency stay in front of our clients and it helps our agency to "keep the temperature" of our clients, as well as keeping our agency on the "cutting edge" of the insurance industry." Torey is one of the sharpest software developers I have ever seen or known! Thank you Rocket Referrals, and no, they are not paying me for this review!

Vendor Response

by Rocket Referrals on July 29, 2015

Grady, it has been awesome working with you! We have been working hard to bring even more features to Rocket Referrals that we think you will like. Thanks!

A must have for any growing insurance agency

Jul 24, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This software is AMAZING! It's interface is simple to use and easy to understand. The best part is the representatives at the company are super receptive to ideas and input.

Vendor Response

by Rocket Referrals on July 27, 2015

Thank you Maurice! We have enjoyed working with you, and we really value your feedback and ideas. You can trust that we will continue to innovate and make the software even better for you and your peers.

Great Customer Service!!

Jul 24, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have enjoyed working with Rocket Referrals a great deal! It has been a great experience so far. I have had a number of questions about how to do different things, but Matthew has been very quick to respond and very helpful with anything I needed. I feel like I have added an ally to my agency since we have partnered with Rocket Referrals.

Vendor Response

by Rocket Referrals on July 27, 2015

We appreciate you taking the time to leave us feedback, Brian. We will continue to innovate so that we become an even bigger ally for you into the future. Thanks!

Thanks Rocket Referrals

Feb 19, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have been using Rocket Referrals in earnest for about 3 months. It feels like the system was built just for us. We like the simple automated survey system that tells us how our customers think about us. The positive testimonials are rolling in. We are also discovering the hidden places where we have work to do. When we get a low score from a customer, we call and ask them how we can improve. To us, Rocket Referrals helps us systematically connect with our customers on a personal level. We believe this will lead to higher retention and referrals to new prospects.

Vendor Response

by Rocket Referrals on July 27, 2015

Thanks, John! It was a great fit for your agency, I agree. We think it fits nicely with your 'Customers for Life' program you implemented. You've also went from 2 to 12 reviews on Google since using us - having such a loyal client base is definitely helping make this work! Thanks for being a great client and advocate, we appreciate it.

Rocket Referrals helps my business!

Feb 11, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The Rocket Referrals team has helped me increase retention dramatically in my agency. They've found a way to send communication that my clients respond to and it's all done automatically... this is definitely worth looking into for insurance agents.

Vendor Response

by Rocket Referrals on July 27, 2015

Thanks Joey. You have been a great partner for us for years. You are a highly respected agent and we value your feedback.

Vital For My Business

Feb 11, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Rocket Referrals automates touch points to my clients which has helped with retention and referrals. Love the handwritten cards and how easy the software is to use. The automation is crucial for my agency.

Vendor Response

by Rocket Referrals on July 27, 2015

We know that at INDEMNUS automation is vital for your success. Your feedback has been a great help!

This company gets it

Feb 11, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have been using Rocket Referrals for about 1 year and it is great. Not only is the product great and easy to use, but Rocket Referral get's one things really well....They understand how we as business owners work. We are out of time and while touch-points and follow-up are vital to getting referrals, we are just too busy and don't have time. With Rocket Referrals 90% of it is automated with little time needed. Thanks for getting and understanding our needs.

Vendor Response

by Rocket Referrals on July 27, 2015

Thanks Jason. You have been a great help to us as well. We appreciate your feedback and look forward to working with you more.