Rocket Referrals automates policyholder communications

Mutual customers of HawkSoft and Rocket Referrals can now automate communications to policyholders and have a record of all communications stored in HawkSoft.

“We’re always working on new tools to help independent insurance agents automate as many communication processes as possible. This is another step in helping HawkSoft users automate things, saving them time and making their daily operations more efficient.” – Torey Maerz, CEO, Rocket Referrals.

In addition to Rocket Referrals’ existing ability to read client and policy data from HawkSoft, Rocket Referrals has added Log Notes (records of automated communications sent for a client or policy) to keep a history of all communications sent through Rocket Referrals. This includes automatically documenting emails, text messages, and handwritten cards sent through mail.

Rocket Referrals can also assign a task in HawkSoft to bring an agent’s or CSR’s attention to important follow-ups, for example, a client who may be upset at or happy with the agency (identified through Rocket Referrals’ Net Promoter Score (NPS) surveys), or set a phone call reminder.

“We see a lot of ourselves in Rocket Referrals. Like us, they are an independent company not looking for a quick exit and have consistently demonstrated strong support of independent agents . Rocket Referrals goes above and beyond when they build an integration or feature for HawkSoft agencies.” – Paul Hawkins, CEO and co-founder of HawkSoft.