Rocket Referrals and HawkSoft Announce New Two-Way API Integration

HawkSoft and Rocket Referrals customers can automate communications with policyholders and keep their history in the management system

CANBY, Oregon., April 14, 2022 /PRNewswire/ — Joint HawkSoft and Rocket Referrals customers can now automate policyholder communications and have a record of all communications stored in HawkSoft.

“We are always working on new tools to help independent insurance agents automate as many communication processes as possible,” said Torey Maerz, CEO, Rocket Referrals. “This is another step to help HawkSoft users automate things, save them time and make their day-to-day operations more efficient.”

In addition to Rocket Referrals’ existing ability to read customer and policy data from HawkSoft, Rocket Referrals has added log notes (records of automated communications sent for a customer or policy) to keep a history of all communications sent via Rocket Referrals. This includes automatic documentation of emails, text messages and handwritten cards sent by post.

Rocket Referrals can also assign a task in HawkSoft to bring important follow-ups to the attention of an agent or CSR, for example, a customer who may be unhappy or happy with the agency (identified by Net Promoter surveys Score (NPS) from Rocket Referrals), or set a phone call reminder.

“We see each other a lot in Rocket Referrals,” says Paul Hawkin, CEO and co-founder of HawkSoft. “Like us, they’re an independent company that isn’t looking for a quick exit,” Paul continues, “and has always demonstrated strong support for independent agents. Rocket Referrals goes above and beyond when they create an onboarding or a feature for HawkSoft agencies.”

In early 2022, HawkSoft announced an upcoming two-way API enhancement to its API connectivity, and Rocket Referrals is one of the first to incorporate the new functionality into its integration with HawkSoft.

Joint HawkSoft and Rocket Referrals customers can enable two-way API integration today using the HawkSoft Marketplace.

HawkSoft and Rocket references

Hawksoft, the Oregoninsurtech provider, has long worked closely with Rocket Referrals, a leading communication platform for independent insurance agencies.

In 2020, companies introduced API integration between their systems that allows Rocket Referrals to access customer and policy data stored in HawkSoft’s cloud architecture to power communication campaigns, including emails. emails, text messages and handwritten cards.

The following year, Rocket Referrals developed a desktop utility called Sidecar to better help joint customers use the two platforms side-by-side.

To learn more, visit: https://www.rocketreferrals.com/integrations/hawksoft/

About HawkSoft

Since 1995, HawkSoft has been a leader in management systems for independent insurance agencies that want efficient workflows and a pleasant experience for staff and policyholders. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies. HawkSoft offers the following promise to insurance agents: your investment in HawkSoft will pay for itself within the first year. Learn more about HawkSoft’s unique father and son story at www.hawksoft.com/story.

About Rocket Sponsorships

Rocket Referrals is a leading insurance communications platform based in Des Moines, Iowa. Since 2013, we’ve provided insurance agents across the United States with innovative tools to grow their business. Our software helps collect and analyze NPS feedback, manage online reputation, collect reviews and testimonials, increase referrals, automate cross-selling, and manage communications spanning emails , SMS, web chat and direct mail. To learn more, visit www.rocketreferrals.com.

Media contacts:
HawkSoft
Rushang Shah
Vice President, Marketing
(866) 884-4680
[email protected]

Rocket Sponsorships
Yana Glézina
[email protected]

SOURCEHawkSoft

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