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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.
Description
iPipeline is a software platform designed to simplify and accelerate operations across life insurance, annuities, and wealth management. The company provides end-to-end digital solutions that help carriers, broker-dealers, RIAs, financial institutions, agents, advisors, and distribution partners manage complex workflows more efficiently. Its platform supports the full journey from quote to commission by automating tasks, improving accuracy, and reducing operational friction. iPipeline uses artificial intelligence to create smarter, more connected experiences across its product ecosystem. CHARLi, the company’s AI-powered engine, brings intelligence into workflows, features, and products to support faster decision-making and scalable operations. The platform connects businesses to a broad industry network that includes insurance carriers, provider customers, distribution partners, and hundreds of thousands of global agents and advisors. iPipeline is built to help organizations modernize life insurance and annuity operations while improving speed, confidence, and client service. The company also supports industry collaboration through AiPEX, its annual conference for professionals in life insurance, annuities, wealth management, and pensions. iPipeline helps financial services teams digitally transform their businesses and focus more effectively on protecting clients’ financial futures.
API Access
Has API
No
API Access
Has API
No
Integrations
Axis LMS
Yes
LifePipe
No
SSG Digital
No
Salesforce
No
Wufoo
Yes
Zapier
Yes
iPipeline CRM for Distributors
No
Integrations
Axis LMS
No
LifePipe
Yes
SSG Digital
Yes
Salesforce
Yes
Wufoo
No
Zapier
No
iPipeline CRM for Distributors
Yes
Pricing Details
$2 per employee per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
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
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Rocket Referrals
Founded
2013
Country
United States
Website
www.rocketreferrals.com
Vendor Details
Company Name
iPipeline
Founded
1995
Country
United States
Website
www.ipipeline.com
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
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
Yes
Document Management
No
Insurance Rating
No
Life & Health
No
Policy Management
No
Property & Casualty
No
Quote Management
Yes
