Podcasts about rocket referrals

Tony chats with Torey Maerz, CEO at ClientCircle by Rocket Referrals. Torey is a recurring guest, having appeared on PIR back in episode 249. They have now rebranded as ClientCircle. They have added a mass amount of features to the referrals and reputation management they originally did. They now also do automated communications, websites, web chat, text messaging, and so much more.Torey Maerz: https://www.linkedin.com/in/toreym/ClientCircle: https://www.clientcircle.com/Prior appearance on PIR Ep. 249: https://www.youtube.com/watch?v=orWnvJBFYfgVideo version of this episode: https://youtu.be/ybgCQsG3ai0

In this episode, James talks with Torey Maerz, Founder, and CEO of Client Circle. To learn more about Client Circle, visit https://www.clientcircle.com/. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: Torey explains why the company rebranded from Rocket Referrals to Client Circle and outlines its plan to gradually phase out the old name. (9:11) Torey shares the story of how they created the system for handwritten cards and highlights the company's commitment to customization. (17:51) Torey discusses their “Journeys” product, which is goal-based and helps track data. (24:11) Torey explains the process of building pre-built automation and taking client requests for new features and emphasizes the insurance focus of their platform. (34:50) James mentions that while robots are skilled at detecting context and inference, they struggle with understanding subjective things such as sarcasm and humor. (41:05) Torey believes that the insurance industry is slow to adopt new technology due to its risk-averse nature and the difficulty of changing established systems. (46:50) Torey mentions that their focus is on providing value to customers to generate revenue and that they do not accept investments, so all customer revenue is invested back into the company. (53:07) Key Quotes: “The system that you are using with Client Circle now to send cards is one that I invented almost 10 years ago. And now, it's grown to a fact where I have relationships with paper vendors that literally make the paper out of pulp for us, make the envelopes because they're perfectly designed to work with those with our handwriting tech.” - Torey Maerz “Our customers are paying for new features, you know, you're not just paying for the service you have, but you're paying to that will continue to build and add new things on. And so, we look at all of our customers as investors in the company. And that means that we need to constantly provide value. And so everything always comes back to that.” - Torey Maerz

In this episode, James talks with Torey Maerz, Founder, and CEO of Client Circle. To learn more about Client Circle, visit https://www.clientcircle.com/. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: Torey explains why the company rebranded from Rocket Referrals to Client Circle and outlines its plan to gradually phase out the old name. (9:11) Torey shares the story of how they created the system for handwritten cards and highlights the company's commitment to customization. (17:51) Torey discusses their “Journeys” product, which is goal-based and helps track data. (24:11) Torey explains the process of building pre-built automation and taking client requests for new features and emphasizes the insurance focus of their platform. (34:50) James mentions that while robots are skilled at detecting context and inference, they struggle with understanding subjective things such as sarcasm and humor. (41:05) Torey believes that the insurance industry is slow to adopt new technology due to its risk-averse nature and the difficulty of changing established systems. (46:50) Torey mentions that their focus is on providing value to customers to generate revenue and that they do not accept investments, so all customer revenue is invested back into the company. (53:07) Key Quotes: “The system that you are using with Client Circle now to send cards is one that I invented almost 10 years ago. And now, it's grown to a fact where I have relationships with paper vendors that literally make the paper out of pulp for us, make the envelopes because they're perfectly designed to work with those with our handwriting tech.” - Torey Maerz “Our customers are paying for new features, you know, you're not just paying for the service you have, but you're paying to that will continue to build and add new things on. And so, we look at all of our customers as investors in the company. And that means that we need to constantly provide value. And so everything always comes back to that.” - Torey Maerz

Chip learns the story behind Rocket Referrals' name change when he and Torey Maerz, CEO of ClientCircle and veteran IA channel insurtech leader, catch up for the first time since COVID.

All things AI today as I speak with Torey Maerz the co-founder of Rocket Referrals turned Client Circle. We explore how AI can be used to better personal communication for companies while still keeping the human touch. Torey shares with us his personal story and how it shaped their company's values, emphasizing the importance of […] The post Episode 212: Inside The Circle appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

Gone are the days when insurance referrals come at the water cooler or golf course.  Today referrals are generated person to person or through online reviews and testimonials.  So how do you get insurance referrals without asking? In this episode of The Broker Link, Matthew Smith of Rocket Referrals walks us through their process of helping agents acquire and hold onto their clients and possible referrals.  You will learn the kind of agent you need to be to grow your business through leads and referrals. You can learn a lot more at www.thebrokerageinc.com/blog.

Take a look into the complex world of automation and learn how to get more referrals that tell a real story on this new episode of Agent's Growth Academy Podcast. Our host, Jim Schubert, is delighted to bring an expert on running the numbers and co-founder of Rocket Referrals: Torey Maerz. Torey and his brother have done the work to create a system that bridges across all platforms and gives concise and accurate feedback on who's willing to refer you, who may do it again, and puts in place tested forms that acquire detailed responses. Listen in today and learn about the real reason you should be getting referrals, the right way to identify a need for a business, and an example of how one automated birthday card made all the difference.3 Key TakeawaysWhy your job isn't to be the hero of your client's story What to ask instead of “How did you hear about us?”The importance of story in referralsAbout Torey MaerzTorey Maerz, CEO, Rocket ReferralsTorey co-founded Rocket Referrals with his brother, Carl Maerz, in 2013. Throughout his career, Torey has spent 20+ years building software and leading technology teams in a variety of businesses across a range of industries—from education to asset management.ResourcesLeave AGA a review!Sales ideas to give backWebsite: rocketreferrals.com (Torey recommends a demo; get talking with someone!)The Psychology of Persuasion by Robert CialdiniLoyalty 2.0 [The Ultimate Question] by Fred ReichheldBuilding a Story Brand by Donald MillerGet 15% off of a purchase for yourself at Mountain Mallow, use code: growbigSlack

Recruiting new clients is always important for insurance agents but so is retaining the ones you already have.  It actually may be more important to take care of your clients so they stay with you for a lifetime.  So How to Improve your Client Retention? One way to do that is to improve your communication with them.  Rocket Referrals is a leading communications platform that helps insurance agents and agencies keep their customers happy so they stay longer, buy more and refer their friends. To find out more about Rocket Referrals or how to best use them, visit www.thebrokerageinc.com.  

Video Version: https://youtu.be/orWnvJBFYfgRocket Referrals does everything they possibly can to help agents to get their  customers to stay longer, buy more and refer their friends. I interviewed their CEO Torey Maertz.Torey: https://www.linkedin.com/in/toreym/Rocket Referrals: https://www.rocketreferrals.com/

Our guest for this episode is Torey Maerz, Founder and CEO of Rocket Referrals. Torey is here to remind us that we can do hard things, and 2021 is going to be a year of adjustment for insurance. In this episode, listeners get a dose of tough love from a guy who knows what it takes to build strong and lasting relationships with clients to build success in times of change.

Our guest for this episode is Torey Maerz, Founder and CEO of Rocket Referrals. Torey is here to remind us that we can do hard things, and 2021 is going to be a year of massive change and adjustment for insurance when the world opens back up. It's time to get comfortable with discomfort, and it's time to embrace your entrepreneurial spirit for the explosion of changes coming.  In this episode, listeners get a dose of tough love from a guy who knows what it takes to build strong and lasting relationships with clients and build success in times of change.

As COVID cases spike across the US, business leaders and families are faced with increased risk and uncertainty. As an insurance and risk management professional, there could be no better time to lean into this pandemic and deliver a customer experience journey that demonstrates a commitment to your clients, prospects, and community. In this episode of the Beyond Insurance Podcast, Torey Maerz, CEO of Rocket Referrals, shares strategies and tactics that will help improve your client satisfaction and retention. Together, host Matt O'Neill and Torey address issues such as what are the common causes of an unhappy customer, how you can leverage digital marketing to build deeper client relationships, and tactics to remain resilient during uncertain times. You can learn more about this, and other Beyond Insurance episodes, by visiting our website, www.beyondinsurance.com.

On this episode of The Digital Broker, Ryan Deeds interviews Matthew Smith of Rocket Referrals, a company that helps insurance agencies discover and get value from their Net Promoter Score. By listening to this episode, you will learn why a Net Promoter Score is superior to other measurements of customer satisfaction, how to find your Net Promoter Score, and how doing so will transform your business for the better.

How do we deal with client dissatisfaction? What are the main causes of it? How can agents lower their rates of detractors? These questions and more are answered this month, as we explore how to keep clients happy while managing your workload.    We talk about this with Torey, from Rocket Referrals, who also unpacks ways agents can utilize Rocket Referrals services to save time and deliver superior customer service. In this episode we will discuss:   What Rocket Referrals does and how they engage customers on a deeper level. The price points for Rocket Referrals and how you can partner with them. The main drivers of client dissatisfaction and how to mitigate them. The launch of Apex Time Management and the Apex Retention Program.    Learn more about Rocket Referrals by checking out www.rocketreferrals.com!

Carl and Torey Maerz share how they found success in the insurance industry by looking for a problem.

In this episode, Bradley and Scott sit down with the one and only Nick Berry is a sales coordinator from Rocket Referrals. Rocket Referrals is a client communication platform for independent Insurance agents that automatically helps improve your agency's referrals, retention, reviews, and relationships. Nick talks about tips and strategies to send your marketing to new heights to keep your insurance customers longer, buying more, and telling more of their friends. Check out our friends at Cover Desk Cover Desk offers your insurance agency access to highly educated virtual assistants. It's the administrative help you've been looking for and needing without killing your budget. Contact them at hello@coverdesk.com or call them at 512-879-3345.  Please tell them The Insurance Guys sent you!   Resources: Rocket Referrals | Website Nick Berry | LinkedIn   ///////////   Elevate Conference March 24-26, 2019 / New Orleans Independent doesn’t mean alone when you join 800 like-minded indie insurance pioneers in NOLA at Elevate 2019. Bring your curiosity, ideas and desire to learn, leave with lasting connections, real-world tactics and some serious #insuranceinspiration. Get Your Ticket Here   Cole X-Dates Exclusive Promo Insurance Guys Podcast listeners get special deals with Cole X-Dates. Click here-> colexdates.com/insuranceguyspodcast   Get Scott & Bradleys Spittin' Gold - 7 Things Your Agency Must Do in 2018 & 19       About The Insurance Guys The Insurance Guys Podcast is made and dedicated to agents by agents. Scott Howell and Bradley Flowers discuss all aspects of becoming an insurance agent and give real-life examples of their experiences in all aspects of hiring, sales and the day-to-day reality of running your own successful insurance agency. Please subscribe, review and rate our show on iTunes, SoundCloud, IheartRadio App, & Youtube.  

This episode I have a good friend joining me to discuss how to a better at business by being a better person. Nick is the Marketing technologist at Rocket Referrals and just a all around cool guy.

Torey Maerz of Rocket Referrals joins Agency Nation Radio for a deep dive into how he creates technology that actually solves problems unlike many new technology driven tools which solve problems independent insurance agents don't really have. Get more Agency Nation Radio here.

Torey Maerz of Rocket Referrals joins Agency Nation Radio for a deep dive into how he creates technology that actually solves problems unlike many new technology driven tools which solve problems independent insurance agents don't really have. Get more Agency Nation Radio here.

Our guests this week are Torey and Carl Maerz, two brothers, who co-founded Des Moines-based Rocket Referrals.  The Welch Avenue Show is hosted by Geoff Wood of Welch Avenue and Chris New of Quadrant5.tv. We record live each Wednesday morning around 10:30 am Central following 1 Million Cups Des Moines at Green Grounds Cafe in West Des Moines.If you enjoy the show give us a rating and review in iTunes.Download podcast