ClientCircle Erfahrungen

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

Vorteile:

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.

Nachteile:

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.

Rocket Referrals is a must have for insurance agents!

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

Vorteile:

Easy to use! Affordable price! Great results!

Nachteile:

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

Unhappy with results

Kommentare: 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.

Vorteile:

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

Nachteile:

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

Easy and Comprehensive Marketing and Retention tool

Kommentare: The satisfied feeling we finally have since we have a system for our Marketing and Retention

Vorteile:

The broad answers an features for our marketing problems. Almost a one stop shop

Nachteile:

Importing the data from ezlynx and setting up campaigns.

Insurance agency must have

Vorteile:

Ashley is amazing! This is must have insuretech! We are now set up to give the personalized service to our members that we promised.

Nachteile:

There is nothing that I like least about ClientCircle.

Very Useful

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

Vorteile:

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.

Nachteile:

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Just getting started, but loving it.

Vorteile:

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..

Nachteile:

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

Perfect for our agency

Vorteile:

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!

Nachteile:

Nothing major at this time to comment on.

A lot of value for your customers!

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

Vorteile:

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.

Nachteile:

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

Meeting with [SENSITIVE CONTENT HIDDEN]

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

Vorteile:

The ease of use and the value it provides my agency

Nachteile:

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

Highly Recommend

Kommentare: Rocket Referrals is an essential tool for independent agents. The ability to automate feedback emails, cross-selling campaigns, renewal reminders, and more makes everyone's lives easier. The existing integration to our agency management system helps things run smoothly, and our account manager, Matt, is incredibly helpful and supportive of our goals. I would highly recommend this service."

Vorteile:

Ease of deployment Cross-selling capabilities Custom communication capabilities Customer service/dedicated client success manager

Nachteile:

Office locations each have their own landing page instead of one master platform for all locations The testimonial widget only pulls customer testimonials from a single office location Emails are plain text, not HTML (not a big deal)

Blasting Off with Rocket Referrals

Vorteile:

I'm still in the training phase but really like the ease of use and the responses we have received so far. [SENSITIVE CONTENT HIDDEN] (our onboarding specialist) has been fantastic. I can't believe how easy they made this process. It's as easy as ASK and YOU WILL RECEIVE! Reviews, testimonial, and activity are coming in as promised. I can't wait for the next phase to begin. Thank you, [SENSITIVE CONTENT HIDDEN], and Thank you Rocket Referrals!

Nachteile:

I can honestly say I haven't found a con yet...

Rocket Referrals

Kommentare: Rocket Referrals is so easy to use and we love that our business is growing!

Vorteile:

My team and I really like this program! We work in insurance and a lot of the business we get is through referrals. This program helps us get and manage those referrals.

Nachteile:

I'm having a hard time thinking of any cons for this product! It's great and I would recommend it to anyone!

Very happy customer

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

Vorteile:

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.

Nachteile:

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

We enjoy Rocket Referrals

Kommentare: Its been a great experience for our business. We will continue to use!

Vorteile:

We have enjoyed using rocket referrals. It has been a great tool for our business and helps us streamline the processes

Nachteile:

None as of right now. We have not ran into any problems or issues while using rocket referrals. Its a easy program to use

Works great to stay in touch with my clients

Kommentare: [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.

Vorteile:

Pretty easy to integrate into my routine and business

Nachteile:

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

Rocket Referrals Review

Vorteile:

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.

Nachteile:

None at this time. Very pleased thus far.

Highly Recommend

Kommentare: I highly recommend Rocket Referral! They make the process easy and take their time showing you everything you need to know to keep in contact with your customers and make sure they are satisfied with your service. Integration was easy and communication is sent out to your customers with a click of a button.

Vorteile:

Very easy to navigate and use this software

Nachteile:

Our agency has not experienced any negative issues so far.

WOW!!

Kommentare: 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.

Vorteile:

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

Nachteile:

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

new user

Vorteile:

I love the product and had a great experience with my first call to customer support! I look forward to customizing our emails and utilizing the system to its fullest.

Nachteile:

there are some features that they haven't incorporated yet, but the product is young and the plans seem to be in place.

Customer service is top notch and this services is working for my agency! Making my life easier!

Kommentare: It has saved me quite a bit of time and we are getting the reviews I was hoping for when I signed up for this service.

Vorteile:

Automation. I also like the thank you card function as well. It easy to upload lists and they are really helpful.

Nachteile:

Not wild about the fonts they use for the thank you cards. A little customization for the cards would be helpful.

Fantastic! So glad we found this product!

Vorteile:

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

Nachteile:

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

Launch your Referrals into Infinity and Beyond with Rocket Referrals!!

Kommentare: I can't recommend Rocket Referrals highly enough. I am an independent insurance agent. Like you, I struggle with positive customer touch points and wanted a convenient way to keep in contact with my clients and ask for referrals without sounding awkward or needy. With Rocket Referrals, all I need to do is enter some basic information into the Rocket Referrals dashboard (name, address, phone and email) and their expertise in handling the details makes me look like the superstar I truly am!

Fantastic service

Kommentare: FANTASTIC

Vorteile:

Set it and forget it, and let your clients tell you how much they love you. It's truly the best marketing money we've spent period.

Nachteile:

It doesn't sync with our management system...but that's hard to blame on Rocket Referrals.