Trust
Security & compliance
The vendor hasn’t added security or compliance details yet.
Insurance agency referrals platform automating handwritten cards and review requests for local brokers.
Pricing
Custom quote
Founded
2013
Team size
11-50 employees
Headquarters
Cedar Rapids, IA
At a glance
Best for
Startup (1-50), Small business (51-200), Mid-market (201-1,000), Enterprise (1,000+)
Pricing model
Custom quote
Try before you buy
Free trial
About Rocket Referrals
Rocket Referrals (now ClientCircle) is a client engagement, retention, and marketing-automation platform for insurance agencies. It manages the customer journey from prospecting through sales to retention with tools for automated communications/campaigns, referral generation, client feedback and NPS, and a lightweight CRM, integrating with agency management systems. Aimed at independent insurance agents and agencies.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: Yes
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Startup (1-50)Small business (51-200)Mid-market (201-1,000)Enterprise (1,000+)
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
Rocket Referrals
Rocket Referrals doesn’t have a live offer on Cubbie yet — but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
Want a negotiated price? Request a quote for Rocket Referrals and Cubbie routes it to the vendor and our procurement team.