ClientCircle Reviews

Rocket Referrals is a must have for insurance agents!

Comments: I love being able to monitor the performance of our agency! Rocket Referrals is a must have tool for any agent!

Pros:

Easy to use! Affordable price! Great results!

Cons:

I haven't found anything about the software I don't like!

Suitable Approach for Client Management

Pros:

ClientCircle brings all the business reputation to a manageable state, and proper communication is made.

Cons:

ClientCircle is impressive and nothing that affect how the program operates.

Unhappy with results

Comments: It was helpful for testimonials and putting them on our website, as they update automatically, but it wasn't worth the price for just that.

Pros:

I really liked the ease of use, and how easy it was for our clients to send us testimonials and reviews.

Cons:

I was unhappy with how few of our clients actually made referrals. We got quite a few reviews, but little to no referrals.

Customer service is excellent! The system is easy to navigate and highly effective.

Pros:

Customer service is excellent! The system is easy to navigate and highly effective. Big shout out to their I.T. team and account managers. If you present them with a problem, they will not stop until they have an easy to use solution. Everyone is so kind and friendly to work with.

Cons:

Some settings are automatic to the point that it is frustrating. It would be better to allow the user to have more control over settings. Also, it is best to call them directly or use their help guide if you ever need assistance. Which you will need a lot of assistance when you are first starting. The online chat is slow to respond. It took over 12 hours to get a response to a chat question. It took less than 10 mins to get an answer anytime that I call them directly.

Very Useful

Comments: Very useful up until now - about one month of use.

Pros:

I like how it interacts with my agency management software and automatically sends out emails and contacts to my clients but I have the right to approve any communication first. It forces me to update my contacts in my ams.

Cons:

Sometimes the integration with the ams is not exact or I have to go into the ams to change it in order for it to work correctly with Rocket Referrals.

New to the program

Comments: We have been pleasantly surprised at our customer response....that folks will take time from their busy schedules to give us "atta boy"s. It has been encouraging for our staff AND management. It is proving a good tool to assess what we're doing right and where there might be room for improvement.

Pros:

Although complex to some degree, it is a great program. Rep has been quite helpful with my questions and never grows weary that I can discern of helping me to implement the program for our agency.

Cons:

A bit of a bombardment of information....so many options...maybe too many

Just getting started, but loving it.

Pros:

Keegan has done a great job of getting us started and the testimonials are already starting to flow in. We are excited about what the future holds with this wonderful tool and the testimonials have already had a positive effect on our morale, and the information on who isn't as happy is improving our service levels and potentially our retention..

Cons:

Having to physically run a report to update info from our management system.

A lot of value for your customers!

Comments: Easily touch base with your customers with just a few clicks of a button.

Pros:

This program is great. We are able to do multiple soft touches to our client base with a few clicks of a button. Whether it's thanking them for the referral or sending out a Happy Birthday card, this program can do it all.

Cons:

The cost may come into play with a smaller business but overall I think for what you are getting, the value is there.

Perfect for our agency

Pros:

Working with [SENSITIVE CONTENT HIDDEN] has been a wonderful experience where I feel confident that we're being taken care of. With Rocket Referrals being so in tune with the insurance industry, I'm excited to see our growth going forward. It's only been a few weeks since using Rocket Referrals and the data I have to work with is so valuable!

Cons:

Nothing major at this time to comment on.

Clean UI, easy to use, great service team

Comments: It's been a great experience. I recommend them to any agent that needs an automated way to communicate with their clients. It's too easy to plan to send a card or email or give them a call but then forget and get distracted. With Rocket Referrals you know it is getting done.

Pros:

It's very easy to use and has a clean feel to it. It's intuitive.

Cons:

I would like the ability to create more customer communications. That's the only thing I'd change about it

Excellent, must-have software with outstanding customer service and exceptional team!

Pros:

Rocket Referrals is a fantastic software with an outstanding team! It allows a company to communicate and survey their customers in the best way possible. The software is capable of sending surveys, questioners, thank you cards, welcome e-mails and so much more. The best part; it can run completely on "auto" after you set up the preferences. Our agency started using Rocket Referrals a couple months ago and we have received so much feedback from our customers already. Not only does it allow us to follow up with customers without having to spend extra time on it, but it also teaches us how to be the greatest we can for our customers from the testimonies and survey responses. I recently participated in one of the Rocket Referral webinars and it was enlightening! Every time I have a conversation with someone at Rocket Referrals, I am always impressed with the passion each person has about Rocket Referrals and their clients. Your questions always get answered and everything is done in a very professional matter. Rocket Referrals is very simple to set up, run and use. I highly recommend Rocket Referrals to anyone!

Incredibly Easy to Use

Comments: I have told many of my peers about Rocket Referral and have given brief demonstrations about how wonderful Rocket Referral is for our business. [SENSITIVE CONTENT HIDDEN] is wonderful to work with and so very helpful and patient.

Pros:

This is a thrid party integration that works seamlessly with our agency management software. Incredibly easy.

Cons:

I have not found anything, that I am unhappy with.

Meeting with [SENSITIVE CONTENT HIDDEN]

Comments: Provides me up-to-the-minute feedback from clients to help me improve our customer service area of the agency

Pros:

The ease of use and the value it provides my agency

Cons:

None I am happy with the software and its ease of use

Rocket Referrals is brilliant!

Comments: It is easy to set up and the support is awesome. I highly recommend them to anyone that is serious about growing their business.

Pros:

It is on autopilot.

Great software, even better service!

Comments: RocketReferrals helps us generate ratings, reviews, and testimonials. Doing so helps us become more visible to our target audience and better understand where our product gaps are.

Pros:

RocketReferrals does exactly what we need it to. There is logic built into the software to ensure the greatest success of the users/organizations using it. Above all, they have an excellent team that is always willing to help onboard and train new users (speaking from personal experience!). I'd recommend it to other businesses and organizations.

Cons:

Initially, I was hazy on how some features work together, but the person working with me was very helpful in catching me up to speed.

Excellent!

Comments: Mahi is amazing - so patient and VERY detailed. SHe is part of the reason we love this product!

Pros:

We loved how easy it was to turn on this product and get it up and running. I check in with it daily and there's always up to date information and content.

Cons:

Nothing! We love it all and look forward to engaging more clients, and seeing all the positivity.

Very happy customer

Comments: We have had an outstanding experience with Rocket Referrals.

Pros:

Love getting good feedback and sharing with our team. Devin is GREAT to work with! RR helps us stay in contact with our customers. It is super easy to use and ties right in with our management system.

Cons:

none so far, everyone from the start has been friendly, easy to work with and professional.

Great tool for tracking referrals

Comments: They have a great support team and really focus on bringing requests from customers to a reality with product enhancements

Pros:

I like how easily you can send thank you/ referral cards and customize your handwritten message on the cards.

Cons:

There's nothing really that I don't like. It serves the purpose for our customers, integrates with the agency management platforms

Works great to stay in touch with my clients

Comments: [SENSITIVE CONTENT HIDDEN] has been very accommodating to adjust meetings to meet my schedule and work with me to best utilize Rocket Referrals for the maximum benefit of my business.

Pros:

Pretty easy to integrate into my routine and business

Cons:

Still taking time to learn the intricacies of completing all the tasks and schedule the communications but still like the product.

Actual Results!

Pros:

Automation. I don’t have to do much other than an hour a month maintenance

Cons:

Nothing really comes to mind. Pretty easy to use

Rocket Referrals Review

Pros:

Rocket Referrals has been this far exactly what we expected and looking for. Our Account Manager, [SENSITIVE CONTENT HIDDEN] has been outstanding. Very responsive to all questions and patient walking us through the set up.

Cons:

None at this time. Very pleased thus far.

Getting Ready to Blast off!

Comments: I have enjoyed the onboarding and training sessions. Easy to follow and my brain just keeps thinking of ways to use the platform to my advantage.

Pros:

Very intuitive and does most of the work for me.

Cons:

Not sure if anything but give me some more time with the product and I will know more

WOW!!

Comments: I really like hearing from my clients in a positive manner. I think they are seeing that we care about them, especially with the touchpoints RR has in place.

Pros:

How it finds duplicates and errors. How easy it is to use.

Cons:

I wish it was part of Ezlynx so it's all in one. I love this software.

Easy so far!

Comments: We have never completed a client survey, so the feedback is great.

Pros:

I like the ease of use of this software so far.

Cons:

Would like to see more on the back end. I think seeing the analytics would be helpful. Who opened the emails, what did they look at, did they read the whole email, etc.

Fantastic! So glad we found this product!

Pros:

The integration with our agency management system is key and definitely makes our processes more efficient.

Cons:

Just getting started with Rocket Referrals but I haven't found anything yet that I don't like.