Alternatives to Rocket Referrals
Compare Rocket Referrals alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Rocket Referrals in 2026. Compare features, ratings, user reviews, pricing, and more from Rocket Referrals competitors and alternatives in order to make an informed decision for your business.
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1
Influitive
Influitive
Influitive allows you to build a community of advocates and invite your customers, developers, partners, and employees to complete challenges, referrals, product reviews, social media posts, and more. As they complete these personalized challenges—which can be targeted to groups or individuals—they automatically earn points, badges, and levels to redeem professional perks and privileges. Easily visualize and report on all activities completed and the ROI of those activities, while integrating with your CRM and marketing automation platform to guide members through the entire customer journey. -
2
NextAgency for Health & Life Insurance
Take44, Inc.
NextAgency is an agency management system with CRM and commission management tools for health, senior and life insurance agencies. NextAgency saves you time, money and clients by helping you: • Grow sales with powerful CRM tools to track prospects from lead to sale • Focus your team with shared notes and tasks that sync with your calendar • Improve customer service with our workflows and customer service reports • Keep commitments with follow-up tools like personal to-do lists for your entire team • Access the forms and files where and when you need them with our online agency library • Automatically assign your emails to your prospects and clients. • Get what you've earned with commission tracking tools and reports NextAgency is easy to use and simple to customize. Start a free trial today.Starting Price: $60 per seat per month -
3
ReferMe IQ
ReferMe IQ
We make it easy to generate more business from client referrals and your personal network! Our Automated Referral Intelligence goes far beyond the “auto-responders” and best of all, it is easy to set up! Unlike a basic auto-responder, the system reaches out to your current client base and asks them for referrals. Then, the system sends an email from your clients to their personal network recommending your business. As the clients respond, the system sends those referrals and leads back to you for processing. Simultaneously, the system sends a “thank you” to both your clients and the generated referrals and offers rewards and incentives (if you choose) for referring you. All this happens behind the scenes with the automated referral intelligence making your personal network and your clients a sales force working for you 24/7! Are you regularly asking your personal network to do business or connect you to others who will? Didn’t think so.Starting Price: $50 per month -
4
Referral Rocket
Referral Rocket
Referral Rocket offers a platform for businesses to launch and manage highly effective referral program campaigns. Our user-friendly platform empowers businesses to tap into the immense potential of customer advocacy, driving exponential growth and increased customer acquisition. 💡 Unleash Growth: Propel your business with seamless referral programs, tailored campaigns, and insightful analytics. 🚀 Skyrocket Conversions: Harness the power of word-of-mouth marketing. Referral Rocket turns satisfied customers into your best advocates. 📊 Data-Driven Success: Dive into our intuitive dashboard for a 360° view of your program's performance. Track, analyze, and optimize effortlessly. Why Referral Rocket? 🌟 It's more than a tool; it's your growth companion. Referral Rocket amplifies your customer base and turns referrals into revenue at a fraction of cost.Starting Price: 0 -
5
AgencySmart
AgencySmart
AgencySmart is cloud-based, which means you have access to your client information from wherever you are, with any web-connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing. Tracks and alerts you about client and prospect policy renewals. Tracks service issues and alerts you when issues need immediate attention. Tracks enrollment, termination and change processes. Tracks dependents turning 26 or aging out. Tracks employees and dependents turning 65 (Medicare eligible). Tracks and alerts you about to-dos and calendar events. Complete audit tracking so you know who is working on what. Helps you cross-sell and stay compliant. Send clients and prospects renewal and other reminders. Send important information about plan changes. Send notes/cards for birthdays, holidays and other important events. Shows all the cross-sale opportunities that exist.Starting Price: $49 per month -
6
ReferralMagic
50saas
Build the right referral program for your SaaS. Rebrand and resell to your clients. Customize based on your needs. Deploy on your server, rebrand and resell to your clients. Deploy on your server, rebrand and resell to your clients. Transform your customers into referral magnets and effectively track all traffic. Offer rewards when a new purchase is made through referral links. Designed for rapid integration and optimal referral program building. In just a few minutes, you can leverage your existing user base. Cost-efficiency is an important factor in maintaining profitability of an app. Instantly turn your app users into referral magnets. Do you need specific features or tailor-made solutions to match your brand? We take your needs and make them work for you with ReferralMagic's effective solutions. Our mission is to apply quicker business expansion that goes easy on the wallet. Our magic equals your satisfaction - every step of the way. -
7
HawkSoft
HawkSoft
Strong retention is a result of your agency offering meaningful value to policyholders. HawkSoft's Retention Alerts identify which clients need attention so your staff can deliver proactive service. Deliver that "wow" experience on every interaction. Do in 5 minutes what other agencies do in 25 minutes. Get more from your sales pipeline and existing clients. HawkSoft's Lead Management categories show where clients are in your sales funnel. Built-in cross-sell and upsell reports identify policyholders to whom you can offer additional services. Use batch email, letters, text messages, and scheduled communications to reach your clients. Data is meaningless if it's hard to get or act upon. Measure agency vitals and key indicators. Monthly close ratio by producer, policies per client, commissions by carrier, retention, book of business reports, and much more. Our reports are actionable so you can do things like send batch emails right from the report view. -
8
JumpMD
JumpMD
JumpMD is a healthcare referral management platform designed to help medical practices organize, track, and convert patient referrals into scheduled appointments more efficiently. It centralizes all inbound referrals into a single dashboard where staff can view, manage, and monitor the status of each referral from intake through scheduling and follow-up. By replacing manual processes such as spreadsheets, handwritten notes, or fragmented communication channels, the system provides clear visibility into referral pipelines and ensures that no patient opportunities are missed. It includes tools that allow teams to follow up with referred patients multiple times, increasing the likelihood that referrals convert into booked visits. It also sends automatic status updates to referring providers so they remain informed about the progress of the patients they send, strengthening professional relationships and encouraging continued referrals. -
9
eTrove
eTrove
Traditional marketing and word-of-mouth referrals are hard to track and have inconsistent results. eTrove is a mobile referral and rewards platform customized to your office, with detailed reporting and end-to-end referral visibility. eTrove is where your clients are – on their smartphones. It’s seamless, useful, and integrated, consistently maintaining positive, two-way communication that increases satisfaction on both sides. Your clients interact on their smartphones to earn points. They benefit from mentioning your services, reposting knowledge, retweeting tips, and referring friends. Your clients feel appreciated redeeming their points for valuable gifts chosen from sought-after, nationally recognized brands that you have chosen, to create a customized catalogue. Thanks to the high level reporting dashboard and robust analytics, you immediately grasp what is making a difference for your staff and customers, and can adjust marketing accordingly. -
10
Gobiggi
Gobiggi
Connect your prospects and clients from the very first meeting. Text or email your paperless business card to your prospects and clients to review. See when and how many times they open it. Use book-it’s powerful features to send or receive meeting invitations or booking requests. Gobiggi covers the entire sales cycle and uncovers prospect and client actions. Let us turn your customers into a loyal sales team, helping you sell your products and services at every opportunity. We've developed a suite of premium sales features for companies to double and quadruple online visibility and customer gain. You’ll use a secure communication module to engage prospects and clients from the office or on-the-go. Gobiggi subscriptions offer à la carte products. -
11
CXONCLOUD
UNLOC Ltd.
CXONCLOUD is a B2B SaaS built to create, manage & measure the end-end customer experience in simple clicks. One solution that offers unlimited customer feedback, booking, loyalty, awards, rewards, referral marketing, email automation and helps businesses deliver a consistent seamless experience on all customer touchpoints. CXONCLOUD not only improves search but also simplifies customer engagement may it be a booking or feedback. It understands customer sentiments, immediately acknowledges customer concerns automatically & alert the impending negative word of mouth. The all-in-one app automatically measures the loyalty factor of customers & has readymade loyalty campaigns to engage customers on email & social media. The inbuilt referral marketing campaigns can help small business get new referrals from existing loyal customers in simple clicks. The loyal customers can be rewarded with promo codes & QR codes with automatic list generations & rewards management modules.Starting Price: $39.00/month -
12
InsurLink
Vertafore
InsurLink provides clients with self-service digital access, 24/7, to the information they need the most. The end result? Higher client satisfaction, lower E&O risk, and more time to advise clients and grow your business. In this success story, learn how InsurLink helped Amaden Gay Agencies significantly reduce time responding to simple inquiries, increase the security of document sharing practices, and improve the agency-client relationship by offering self-service capabilities. Your clients expect to have their needs met quickly, when and where it is convenient for them. A modern, intuitive client digital experience is key to providing the 24/7, mobile, and secure service clients are looking for—boosting your profitability and client retention. Transform your business with digital technology to satisfy your customers and meet their needs quickly. -
13
Perxi
Exults
Our drag and drop designer will help you get your referral program set up in just minutes all without programming experience. You can easily select and customize the information you’ll need to make your program a success. Templates are available for common form fields that can be adjusted based on your needs. Name your own program and set up your rewards however you’d like them configured. Adjust your program information as needed in case changes are necessary down the line. Send your customers checks, gift cards, prizes, or have them accumulate points. Automatically send out a check, gift card, coupon, or award points to a recipient with our Custom Build package to make managing your referral program even easier! Social sharing features are natively integrated through the user end. You can even reward members for having their friends or family join with their custom referral links.Starting Price: $999 per month -
14
Baton
Baton
Baton lets service companies turn non-serviceable leads into new revenue by connecting them with other vetted providers! Baton "leads" are exclusive, peer-vetted, and hyper targeted to exactly the services you offer and areas you reach. Unlike other platforms that send shared & often uncontactable leads from all over the internet, Baton referrals come directly to you from other companies. Only pay for exclusive referrals that need a service you provide, are in your area, and confirm interest when you contact them. Baton is your advocate when it comes to protecting your customers and reputation through referrals. We have taken great care to ensure current customer referrals are sent only to companies who agree to our Pledge to Protect, and when possible give preference to niche-specific, non-competitive providers. Baton also records calls, solicits feedback from referred customers, and handles partner disputes in the event of a misunderstanding. -
15
RocketStock
RocketStock
RocketStock is a unique provider of exclusive After Effects templates and assets to motion designers, filmmakers, video editors and cinematographers. With RocketStock, you can always expect universalized project design, similar features across projects, and intuitive workflow. You'll love our templates - we guarantee it. With competitors, you pay up to 300% more for just one client-based project. No one likes extra fees. By working with RocketStock, you can deliver projects to unlimited clients with no additional fees. You can rely on RocketStock for simple and easy template customization. Competitors use independent contributors with minimal guidelines. RocketStock works with only the best motion designers to streamline every project to perfection. Finding great content is like searching for a needle in a haystack. No one wants to spend hours scrolling through search results. RocketStock offers a curated collection, showcasing only the best projects. -
16
Locorum
Locorum
Locorum makes it easy for you to offer more than just rewards. With our custom-branded prepaid Mastercards, you can create memorable experiences that boost engagement, loyalty and appreciation within your business network. Whether it's rewarding your best clients, incentivizing your employees, or partnering with other businesses, Locorum is the solution to drive meaningful connections. With Locorum's east-to-use platform, you can design prepaid Mastercards with your brand's logo and message. It's simple to get started and makes a big impact. Send out custom-branded virtuaor physical cards for incentives, milestones, or as a gesture of appreciation, and leave a lasting impression. Custom brand your own pre-paid Mastercard® to reward clients & employees. With Locorum, you can schedule and send rewards for client or employee loyalty purposes. Recipients can spend rewards where (Debit) Mastercard® is accepted worldwide.Starting Price: $30/month -
17
Go4Clients
Go4Clients
Automate customer engagement with our Drips technology. Go4Clients latest Drips feature uses a combination of SMS, Voice, Email, and Mobile Landing Pages to interact with your customers. Map out the customer journey and let consumers flow down your sales funnel automatically. Trigger messages with different channels based on a user's actions or no actions. Want to BOOST YOUR SALES? Easy. Integrate your current forms to Go4Clients and automate your communications in just a few minutes. Go4Clients allows you to automatically pass data to and from other web services without writing a single line of code. DRIPS make omnichannel and automation simple. Just pick your message and choose the most relevant channel for the very right time. Let’s start connecting with customers anywhere in the globe. Go4Clients has worked across many Industries.Starting Price: $50 per month -
18
Draftboard
Draftboard
Companies post their referral bonuses publicly, scouts get paid for referring the best people they know. Earn hundreds of thousands in referral bonuses by sharing jobs with the most talented people you know. Referral bonuses are now open to everyone, including you. Your network is valuable and companies want access to it. Get paid up to $10,000 for every new hire you refer. Your activity on Draftboard sponsors clothing, cab rides, and other expenses for job seekers in need You already offer referral bonuses, and now let the best referrers in the world send you pre-vetted candidates. Companies routinely offer bonuses for referring new hires, but they limit those bonuses to just their own employees. Enter Draftboard, a platform where companies can make those bonuses public and claimable by anyone in the world. Draftboard gives everyday people an easy way to help the people in their network find new roles and get paid to do so.Starting Price: Free -
19
Broksy
Broksy
Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures – all in real-time! Our enterprise-wide insurance software solutions offers highly customized CRM functionality plus off-the-shelf add-ons for Insurance & Brokerage. All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze. While you work to convert leads to clients, it is necessary to maintain individual client & sales record. Capturing and maintaining client policy details e.g. effective date, renewal rate, premium, plan sold, carrier and other details allows agents to effectively service clients and stay of top of sales. -
20
Indio
Indio Technologies
Turn the traditionally cumbersome insurance application into a simple, Turbo-Tax-like experience. Indio simplifies the insurance application process to make it fast, collaborative, and easy, saving you and your client's time and money while minimizing E&O exposure. Stop sending your clients unruly PDF forms and spreadsheets during the insurance application process. Unify the application and renewal data gathering process for your staff and customers, eliminating redundancies in data gathering while ensuring data accuracy. -
21
Partners.ai
Partners.ai
Stop wasting money on ads that don't convert. Most local service businesses spend thousands on cold marketing that converts at just 5%. There's a better way — and it starts with the relationships already around you. Partners.ai uses AI to find your perfect referral partners: complementary, non-competing businesses nearby that already serve your ideal clients. Think a financial advisor paired with CPAs, or a med spa connected with fitness studios. These warm introductions close at 70%, not 5%. Just tell us about your business. Our AI instantly identifies and scores ideal partners in your area, finds their contact info, and sends personalized outreach through your own Gmail. No awkward cold calls. No expensive ad campaigns. No manual prospecting. Setup takes two minutes and your first warm leads can arrive this week. You also get partnership health tracking, follow-up reminders, and local networking event discovery to keep your referral pipeline growing on autopilot.Starting Price: $49/month -
22
Referably
Referably
Don't leave your referring offices stuck sending paper referrals. The most efficient way to send referrals. Automated reach out to guarantee new referral communication. Communicate back and forth with the specialist. Make it easier for referring doctors to send you leads with Referral Buttons.Starting Price: $200 per month -
23
HiveOtter
HiveOtter
HiveOtter is an innovative platform designed to transform your satisfied customers into effective brand advocates. It achieves this by streamlining the creation and management of referral marketing programs, with a focus on automating discount coupon distribution through personalized referral links. The process is straightforward yet powerful. HiveOtter enables you to establish a customized referral program for your business in a matter of minutes. Once implemented, your customers can easily share unique referral links within their networks. When a new customer makes a purchase using this link, HiveOtter automatically generates and sends a discount coupon to the referrer as a reward. This automation is a key strength of HiveOtter. It eliminates the need for manual tracking and reward distribution, thereby saving valuable time and ensuring that every referral is properly acknowledged.Starting Price: $14/month -
24
Aklamio
Aklamio
We’ve built a Customer Incentives Platform that enables you to incentivize new and existing customers by enriching their customer journey. We’ve had ten years to perfect our Customer Incentives Platform and turn it into a powerful tool for growth. Enterprises saw a noticeable increase in sales when offering incentives like cashback to their customers. Customer referrals, even when incentivized, will be among a brand’s cheapest acquisition channels. Referrals build trust, brand loyalty, and advocacy. Referred customers spend more with the brand and stay longer. Our platform turns ordinary customer experiences into rewarding ones. We enable brands to offer different types of incentives for any moment within the customer lifecycle. When it comes to flexibility, the platform provides all the features to implement online and offline incentive programs that encourage customers to take a specific action, like signing up for a contract or referring a friend. -
25
Reditus
Reditus
Reditus is a partner management tool for B2B SaaS businesses. It offers a marketplace that allows you to grow a new revenue channel outside your own network and without the use of a marketing budget. It will help you to manage and motivate partners with the goal of helping you to grow your partner program and revenue on auto-pilot. Reditus has been privacy verified, we offer SEO-friendly links and live chat for partners & customers. We want to help you grow your SaaS, and when you do well, we will do well. You probably have clients who are raving about your SaaS right? What if you could give them a commission on the referrals they do? This will get them even more motivated to refer you. Install our tracking script on the site and include our snippet in your sign up form. This way we can place a cookie + track anyone who signed up via a referral link. -
26
BluInsurance
BluRoot
Best CRM software for insurance agents. BluInsurance is one of the best CRM softwares for insurance agents that manages your client database and simplifies the complex operations of your business. BluInsurance allows insurance agents to select appropriate markets and will instantly create concise, personal submissions. Once sent, BluInsurance tracks the progress to keep both the broker and the carrier accountable. BluInsurance captures all online leads from both your website and 3rd-party sites and notifies an appropriate agent to follow up. Once contact is made, agents can send custom online forms to collect the necessary information to write a policy. With BluInsurance’s built-in email and SMS marketing campaigns, it is easy to stay in touch and build relationships with your clients to ensure that you capture the renewal.Starting Price: $45 per user per month -
27
InsurAMS
InsurAMS
InsurAMS is agency management software for independent insurance agencies, streamlining daily operations. The renewal queue prioritizes policy renewals by urgency, helping prevent missed deadlines. Agents can quickly generate certificates of insurance by auto-filling stored policy data, eliminating manual entry. The platform centralizes client management, providing access to records, policy details, and interaction history. An activity log tracks calls, emails, and notes, while task management links tasks to specific clients and policies. Metrics like total premium and breakdowns by coverage type and carrier offer insights into the book of business. InsurAMS supports CSV import for migrating client and policy data and allows data export to ensure agency ownership. With minimal setup, agencies can start using the system immediately without extensive onboarding.Starting Price: $99/month -
28
eVo
Evolution Agency Management
Evolution is designed by agents, for agents, and is available at a much lower cost. No matter which products your customers need, you need a revolutionary agency management system that can help you run your entire business. You’ll get a powerful client app with quoting, claims and payment options, so your clients can access their policies whenever and wherever they want to. eVo is a comprehensive and affordable agency management system offering many innovative features. If you’re ready to step up your management with eVo, or would like more information, contact us. You continue to remain our top priority in these unprecedented circumstances, and we are here to answer any of your questions. Please do not hesitate to contact us with any concerns you may have. Secured hierarchical Structure. DocuSign Integration. Microsoft Outlook Integration. Client-facing Mobile App. In-Platform Texting Capability.Starting Price: $200 per month -
29
Third Eye
Third Eye Solutions
Our Premium Finance Software goes beyond quoting and billing. Its an enterprise loans management system providing for cash management, receivables tracking, income monitoring, client servicing, compliance and financial reporting. Gain peace of mind with an enterprise-grade solution designed specifically to handle the workflow and scenarios associated with payment plans for healthcare. Custom built for Realtor Commission and Commission Advances; our platform focuses on reducing operations overhead while maintaining superior relationship management with your clients. A single platform connecting service providers, dealers, carrier and clients; offer tailored payment plans; service the contract and stay on top of the business. Third Eye Solutions’ undisputed industry knowledge, state-of-the-art technology platforms, and ability to guarantee rapid speed to market have made us the leader in the industry. Our commitment to our clients is unparalleled! -
30
Profida
Computer Science Software
PROFIDA® is our flagship software solution aimed at all sectors of the Financial Services and Insurance Industry. For you as an insurer, underwriter, broker or adviser this means specialized functionality and support to achieve high-sophisticated practice management and high-level client service. For our clients with bigger and different operating interests, this means achieving efficiency with high-volume business, cross-selling opportunities, and a holistic managerial overview of all business units. PROFIDA® offers ubiquitous access to your data via an ordinary browser interface from wherever you are. You can use your desktop computer, laptop, iPad, iPhone and Android devices. We support Windows, Apple Mac and Linux. It is the first software platform which is used in both, the life and non-life sector. Thus, making PROFIDA® the ideal software suite for any firm marketing composite financial services products.Starting Price: $1000 per month -
31
Agency Matrix
Zywave
The agency management system your agency needs to maximize efficiency, productivity, and sales. As an independent insurance agency, you need one of the best agency management systems, with cutting-edge technology, an easy-to-use interface, and dedicated support. Agency Matrix is committed to delivering insurance software solutions that meet these criteria and will help you reach your business goals. Agency management doesn't have to be hard. Agency Matrix reduces the time you spend on tasks like x-date tracking, accounting reports, sweep tracking and reconciliation, and providing client service. This gives you more time to focus on increasing production. Save time and money with automated reporting and telephone integrations that automatically launches a client’s account based on the incoming phone number. -
32
Radius
Radius Bob
CRM for insurance agencies. Never Lose a Lead or Client again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and Manage all of your Leads & Clients with Radius. An all-in-one Solution for your Agency. No need for a separate email marketing software, use Radius to send Auto Responders, Drip Marketing, Mass Emails & SMS/Text Messages. Every Radius Lead & Client has its own history, reminders & tasks, notes, information, and file storage. Also using the Radius Dropbox helps keep your organized by automatically importing emails. Integrate Radius with how you do Business. Define Custom Form Fields, Lead Temperatures, Client Status and more. Ingrate Radius with your website, quote engine, lead vendor or third party app.Starting Price: $34 per month -
33
BimaGrow
BimaGrow
BimaGrow is a complete business growth platform designed for insurance advisors. From managing client data, policies, and renewals to tracking commissions and generating business insights, BimaGrow makes everything simple and organized. With powerful features like Lead Management, Policy Management, Renewal Reminders, Commission Tracking, Ledger, Business Reports, and AI-powered tools, advisors can focus more on sales and service rather than paperwork. BimaGrow also offers a lifetime free advisor website, unlimited editing, marketing posters, and vehicle/policy search to make your work smarter. You can even manage family groups, upsell or cross-sell policies, and unlock additional income opportunities through tie-ups. Whether you’re an independent advisor or running an agency, BimaGrow helps you save time, increase efficiency, and grow your insurance business with confidence.Starting Price: ₹2,999/year -
34
NiceJob
NiceJob
NiceJob is an all-in-one reputation marketing platform built to help small businesses generate more reviews, referrals, and sales. It automates review requests and publishing, ensuring your business becomes top-rated on platforms like Google and Facebook without expensive ads. With built-in referral tools, businesses can double word-of-mouth leads and convert them into paying customers. Social proof features transform reviews into ready-to-share content for websites and social media. Users report 4x more reviews, higher conversion rates, and significant sales growth after adopting NiceJob. Trusted by over 50,000 businesses, NiceJob provides affordable, easy-to-use tools that deliver measurable ROI.Starting Price: $75 per month -
35
my insurer
Stark Group
Differentiate yourself to recruit & retain! Monitor & stay in control! Reduce significantly your operational cost in total compliance! Get leads, reward them & Scale up! Protect your business, reward your clients and boost your sales. -
36
NaXum
Naxum Online Marketing Services
The old paradigm of serving up reports to members hoping they know the actions no longer exist. It’s time to simply tell them their next best action. Your compensation plan needs a scalable engine you can count on every minute of everyday. It's simply the most elegant platform I've seen. NaXum's system has all the Fire-Power a referral marketing company needs to succeed today. Your marketing system must encompass paths for Sharing, Presenting, Enrolling, Elevating, and Duplicating teams. With the proven team of Naxum developers who execute on your needs having a fully integrated platform of commission engine, mobile application, and marketing system, clients are loving the accountable experience of building their business with the Unify Platform.Starting Price: Free -
37
PolicyFlow
PolicyFlow
Specialist insurance broking management software. Designed by insurance brokers, built by software engineers. Complete insurance policy administration software solution. Customer relationship management (CRM). Administer commercial and personal clients with multiple addresses and contact details. Track communication and drive marketing. Manage and track the status of multiple quotes and policies. Record detailed risk information. Automate quote requests from underwriters. Record, administer and report on insurance claims. Produce custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data with quick access to further detail. Ability to view multiple clients at a time. Visualize your client's location and plot geographic data such as flood and subsidence. Easy access to client information supports efficient customer service. Document processing and storage. Integrated workflow tasks, events and notes.Starting Price: $70 per user per month -
38
We Love Customers
We Love Customers
The We Love Customers platform brings together all the tools necessary to develop customer recommendation and loyalty. Each feature is stand-alone, but offers more possibilities and efficiency when combined with others. Convert your loyal customers into brand ambassadors with a customer referral program. With We Love Customers, encourage your customers to recommend your brand to those around them. Improve customer satisfaction and increase customer loyalty. With We Love Customers, analyze the level of recommendation of your customers thanks to an NPS survey. Get to know your customers better with automated collection of reviews. By collecting the opinions of your customers, you know their level of satisfaction and reassure consumers. Encourage your customers to interact with your brand and make purchases from your store again. -
39
RefRef
RefRef
🌟 Open Source AI-Powered Loyalty and Affiliate Management Platform - Launch your referral program in minutes! RefRef is an open-source, community-driven referral management platform that helps businesses design and automate effective referral programs. Whether you're a SaaS company, eCommerce store, or service provider, RefRef allows you to create personalized referral links, track customer journeys with advanced attribution models, and offer customizable rewards like cash, discounts, or physical products. It integrates seamlessly with various tech stacks, making it ideal for businesses looking to expand their reach through word-of-mouth marketing. With features like fraud prevention, multi-tier programs, and automated reward disbursement, RefRef simplifies and optimizes your referral marketing efforts.Starting Price: $0 -
40
Estimate Rocket
Logical Engine
Estimate Rocket is the proven growth system for contracting companies who are ready to take their business to the next level. Early warnings help you fix project overruns before they get out of hand. Create professional proposals, sign on the spot online, and follow-up automatically. Instantly create and send invoices with automated follow ups, and optionally allow your customers to pay online. Accurately estimate and manage labor and material costs with predictive project tracking. Reduce the hours spent doing paperwork, chasing down payments, and manually following up with leads. Immediately respond to clients and employees with instant access to all your information from anywhere. A lot of software is hard to use, but we designed for ease of use from the ground up. Get up and running in just a few minutes. Estimate Rocket works on all web enabled devices and operating systems including PC, Mac, Android, iOS, Blackberry, and more. -
41
Agentero
Agentero
Independent insurance agents use Agentero to boost their revenue, save time, and deliver a superior customer experience. We integrate with your current technology to modernize your operations and position you for growth. It's a singular solution that puts you in control. Give your agency more: -Predictive pipeline. -Smart workflows. -Branded app. We innovate on behalf of independent agencies, building new solutions and making sure all your technology is in tip-top shape. Predictive pipeline converts existing data into actionable insights. You get a data-fueled pipeline that proactively surfaces cross-sells, up-sells, and other opportunities - at the right moments, so you know exactly how to use your time. Smart workflows let you work more efficiently. You get a powerful layer of client interaction tools to streamline communication, automate mundane tasks, and cut down on busy work.Starting Price: $99 per month -
42
Eclipse
North American Software Associates
Eclipse offers the robust features independent insurance agencies need, without burdening their budget. It’s the ideal tool for tracking data and hitting sales goals. Make digging for client data and deal with external accounting platforms' problems of the past. With Eclipse, your agency can automate many of its manual processes and give agents more time to connect with current and prospective customers. The Eclipse Agency Management System follows a per-user pricing model. With per-user pricing, there is no mystery behind how much the software will cost. Instead, agencies always have a clear idea of what their investment will be, and they are in control of whether the costs go up or down. When your agency grows and you add more agents, those agents will become new users. If your agency operates or acquires additional locations, Eclipse's Multi-Agency scalability allows your system to grow with your business. -
43
CloudSponge
CloudSponge
CloudSponge is a contact picker that imports all the major address books. Most websites use our product so that their users don’t have to type email addresses into their referral forms when they want to send an invitation, greeting card or coupon to someone they know.Starting Price: $50/month -
44
AgentMethods
AgentMethods
All-in-One Website Marketing Platform for Insurance Agents. Your new and beautifully designed insurance website, online in minutes. Beautiful websites designed to sell insurance. Use AgentMethods Insurance Email Campaigns to generate new insurance leads, increase referrals, or cross-sell products to your current customers. Agents can create insurance email campaigns easily with our platform. Choose from our library of carefully crafted campaigns, which are all ready to go with images and copy. Then schedule your email delivery.Starting Price: $149.00/month/user -
45
Hello Referrals
Hello Referrals
Whether you’re part of an existing business network or plan to start your own, Hello Referrals simplifies the management of your referrals and exchanged sales leads in a thoughtful, well-designed piece of software. It provides tracking and reporting tools and gives you a place to organize your trusted partners in business — the ones you love to refer and the ones who love to refer you. Hello Referrals makes sending, receiving, and tracking referrals easy for networks. Centralize communication and measure success as you close more word of mouth business — safely and securely. Include important notes and information to help your network partners close the business you refer to them. Instant email updates when you receive a referral from a network partner. Always know what you have to do and where you are in the sales process.Starting Price: $25 per month -
46
INSURA
INSURA
INSURA is an insurance technology partner for the insurance industry to increase their market, giving more facilities for their agent and leveraging the corporate image at the same time. We provide secured web and mobile-based applications that can be accessed anytime and anywhere. As a digital transformation partner to clients, Insura provides services and solutions that are led by business and technology consulting, seamlessly translating strategies into execution. Insurance is a member of Batavianet. Analyze the customer's financial needs based on their risk profile. Making proposals from client gadgets is very easy, anywhere and anytime. Submit new business in real-time, integrated to payment gateway. Agent after Submission will receive the status of the application from Head Office System about their customer application status. New businesses can make comments or feedback about agents e-submission eq. lack of ID document, birth date not readable, etc. -
47
AgencyZoom
Vertafore
Put your producers on a rocket ship with AgencyZoom's easy to use sales platform. Stand out from the rest, to keep customers coming back to your insurance agency. An amazing Dashboard that shows you who is hitting goals and who's holding you back. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Build an automated customer journey from prospecting, to renewals, and beyond. Know exactly what you and your insurance producers need to do to succeed today, this month, and this year. Month after month you'll build up your insurance agency's Google Reviews automatically. Build an automated customer journey from prospecting, to renewals, and beyond. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Our lead manager makes it easy for agents to follow their valuable leads down the pipeline, with smart tools that help nourish the right leads today.Starting Price: $79 per month -
48
Applied Rater
Applied Systems
Many agencies feel they spend too much time retrieving quotes from multiple insurer sites. Or worse, that quotes often lack accuracy, creating a poor client experience. You need a way to deliver fast, accurate quotes to your clients. Our cloud-based insurance quoting application Applied Rater® automates quoting workflows for the broadest range of insurers in the United States. It provides a single point of data entry to automate the exchange of information directly to insurers’ websites within the application. Use a quoting solution to enhance your agency's competitive value by delivering fast, accurate quoting that improves productivity and enhances customer service. Give clients the most competitive rates and comprehensive service. You can pull quotes directly from insurer sites into the application for fast, accurate quoting. -
49
AppVirality
AppVirality
Leverage the power of word-of-mouth by creating and automating referral marketing campaigns for mobile apps and SaaS. Boost customer acquisition at a reduced CPA. AppVirality's powerful referral marketing solution helps you customize, launch and automate referral campaigns. Fully loaded Referral Marketing program with the power of analytics, personalization and optimization capabilities; available for web and mobile. Quickly integrate with a simple snippet of JavaScript or an easy to install SDK's without the hassle of coding. Available for iOS and Android. Setup rules to reward users for referring friends. Configure reward types, events, sharing channels, notifications and more. Easy-to-implement referral programs that complement your B2B SaaS Business. Use a simple snippet of JavaScript or an easy to install SDK's to get started, without the hassle of coding. Setup rules to reward users for giving leads.Starting Price: $199 per month -
50
Zywave Sales Cloud
Zywave
Streamline mission-critical workflows to fuel organic growth. Every agency needs a process to find and write new business, while providing the best service to renew current clients. Enable your agency with world-class technology to automate your everyday tasks, so that you can deliver superior value to your prospects and clients. Get in front of qualified leads and retain your existing clients by using technology to elevate your sales, renewals, and servicing. Enhance the entire process—all the way from prospecting to renewals—by using the game-changing tools available in the Zywave Sales Cloud. Compete on a whole new level by using our comprehensive suite of tools to generate new leads, nurture prospects and existing clients, and streamline servicing workflows. A comprehensive platform to simplify your entire sales process. Identify and market to new leads, coordinate all your communications with ease and take control of prospect meetings by delivering valuable insights.
