HawkSoft Partners with Rocket Referrals to Automate Maintaining Relationships with Insureds

Agencies can automate activities that nurture long-term relationships with insureds, such as welcome letters, engaging at-risk clients, online review collection, and NPS® surveys.

News provided by

HawkSoft

Aug 04, 2020, 13:24 ET

CANBY, Ore., Aug. 4, 2020 /PRNewswire/ -- Successful independent agencies know that their best source of new business is their existing clients. This is a philosophy shared between HawkSoft and Iowa-based Rocket Referrals, a leader in managing and automating communications with insureds. Today, both companies are excited to announce that the Rocket Referrals suite of communication automation tools integrates with HawkSoft's agency management system.

Agencies that use both systems can automatically sync client and policy data from HawkSoft to Rocket Referrals. Rocket Referrals is kept up to date on policy changes, new customers, and other key changes that can affect triggers and rules set in their smart automation workflows. For example, Rocket Referrals will automatically send handwritten welcome cards from the agency owner to every new customer added to HawkSoft. Among many other relationship-focused communications, Rocket Referrals can also quickly analyze an agency's data to find customers most likely to cancel a policy and even help agencies collect more Google reviews from insureds likely to give one. This is all done without the extra work of double data entry, leaving the agency with more time to focus on serving their clients instead of manual back-office work.

"We believe that building an ecosystem of more connected systems and third-party vendors is one of the most important things the insurance industry can do to help agents be more successful. Rocket Referrals will continue to push the envelope and create new and more innovative ways for agents to connect with their customers. We're excited to be a part of the HawkSoft Marketplace, which makes it even easier for agents to take advantage of our newest features," says Torey Maerz, CEO and Co-founder of Rocket Referrals.

Paul Hawkins, CEO and Co-founder of HawkSoft, takes every opportunity to ensure his company knows that the insurance industry is all about relationships. "Technology doesn't mean you remove the personal relationship from being an independent agent," Paul Hawkins noted. "It means we can leverage automation to give our customers more time for the important work of relationship building and advising their insureds."

Integration with Rocket Referrals is now available in the HawkSoft Marketplace and https://www.hawksoft.com/partners.

About HawkSoft

Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows and a delightful experience for staff and policyholders. We take pride in being independently owned and answerable to agencies that rely on our system to power their insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies. Learn more about HawkSoft's unique father-and-son story at www.hawksoft.com/story.

About Rocket Referrals

Rocket Referrals was founded in Des Moines, Iowa, by brothers Torey and Carl Maerz, with the goal of helping insurance agents gather more referrals from their clients. The company has since expanded to include online reviews, testimonials, cross-selling and NPS surveys, with automated communication spanning email, text messaging and direct mail. Prior to starting Rocket Referrals, Torey spent 15 years leading tech development in the insurance industry, and Carl was an officer in the United States Army Corps of Engineers. Visit www.rocketreferrals.com/ to learn more.

Media Contact:

Rushang Shah
VP, Marketing
866-884-4680
[email protected]

SOURCE HawkSoft