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Description
Our user-friendly drag and drop designer allows you to establish your referral program in mere minutes, even if you lack any programming skills. You can effortlessly choose and modify the essential details required to ensure the success of your program. We provide templates for frequently used form fields, which you can tailor according to your specific requirements. Feel free to give your program a unique name and design your reward system to fit your preferences. You can also modify your program details as needed to accommodate any future changes. Whether you want to send customers checks, gift cards, prizes, or enable them to earn points, the choice is yours. With our Custom Build package, you can effortlessly automate the process of sending checks, gift cards, coupons, or awarding points to recipients, simplifying the management of your referral program even further! Additionally, social sharing features are seamlessly integrated into the user experience, allowing for easy promotion. Moreover, you can incentivize members by rewarding them for inviting their friends or family to join through personalized referral links, enhancing engagement and participation.
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
API Access
Has API
Pricing Details
$999 per month
Free Trial
Free Version
Pricing Details
$2 per employee per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Exults
Country
United States
Website
www.perxi.com
Vendor Details
Company Name
Rocket Referrals
Founded
2013
Country
United States
Website
www.rocketreferrals.com
Product Features
Referral
Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management
Product 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