Rocket Referrals

Rocket Referrals builds software that helps insurance agents grow their businesses. The job it does: keeping every contact, deal and follow-up in one place so nothing slips.

Who is it for? Mostly sales teams and founders who are tired of spreadsheets. They also list Analytics, CRM and Insurance, so expect those to show up in the feature set. As a small product team themselves (11 to 50 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Rocket Referrals is based in Des Moines, Iowa and founded in 2013. You can read more at rocketreferrals.com.

Things worth asking about: pipeline stages, email sync, mobile app, and what reporting costs extra. Get the renewal terms in writing before the first invoice.

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