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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Effective client retention stems from your agency’s ability to provide significant value to its policyholders. HawkSoft's Retention Alerts pinpoint which clients require attention, enabling your team to offer proactive support. Ensure that each interaction delivers a remarkable experience. Accomplish tasks in five minutes that would typically take other agencies twenty-five minutes. Optimize your sales pipeline along with your current clients. HawkSoft's Lead Management categories illustrate clients' positions within your sales funnel. Integrated cross-sell and upsell reports help you identify policyholders who may benefit from additional services. Communicate with your clients through batch emails, letters, text messages, and scheduled outreach. Data loses its value if it's difficult to access or utilize effectively. Keep track of agency health and crucial metrics. Analyze monthly close ratios by producer, the number of policies per client, commissions by carrier, retention rates, and comprehensive book of business reports, among other metrics. Our reports are designed to be actionable, allowing you to execute batch emails directly from the report interface for maximum efficiency. Additionally, staying on top of your clients’ needs can significantly enhance your agency’s overall performance.

Description

Rocket Referrals ensures that your clients remain loyal, make additional purchases, and spread the word to their friends. There are no contracts or setup fees involved, allowing you to discover both satisfied clients and those at risk of leaving. You’ll receive alerts when clients express dissatisfaction, enabling you to preserve those valuable relationships. Regularly gather feedback to track client sentiment over time using NPS, while our AI efficiently organizes this feedback to guide your improvements. You can automate client communications, deciding how much control you want—whether to set everything on autopilot or to review messages before they are sent. Quickly craft personalized messages and email marketing campaigns, and utilize pre-made automations and templates for cross-selling insurance. Send thoughtful handwritten notes just like grandma used to do, and connect with clients in innovative ways through Rocket Connect. Effortlessly text your clients while remaining compliant with TCPA regulations, and ensure rapid responses to both clients and potential customers through web chat features. There’s never been a better opportunity to enhance your client engagement.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Axis LMS No 
Canopy Connect Yes 
Certificial Yes 
Formstack Yes 
Gaya Ai Yes 
Levitate Yes 
Pathway Insurance Software Yes 
RenewalCompass Yes 
Sonant Yes 
Wufoo No 
Zapier No 
vBots Yes 

Integrations

Axis LMS Yes 
Canopy Connect No 
Certificial No 
Formstack No 
Gaya Ai No 
Levitate No 
Pathway Insurance Software No 
RenewalCompass No 
Sonant No 
Wufoo Yes 
Zapier Yes 
vBots No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$2 per employee per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

HawkSoft

Founded

1995

Country

United States

Website

www.hawksoft.com

Vendor Details

Company Name

Rocket Referrals

Founded

2013

Country

United States

Website

www.rocketreferrals.com

Product Features

Insurance Agency Management

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

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management Yes 
Document Management No 
Insurance Rating No 
Life & Health Yes 
Policy Management No 
Property & Casualty Yes 
Quote Management No 

Referral

Affiliate Marketing No 
Campaign Management Yes 
Contact Management No 
Employee Referral Management No 
Feedback Management Yes 
Lead Engagement No 
Loyalty Program Yes 
Referral Tracking No 
Rewards Management Yes 

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