Not every management system has a convenient way to track who referred who. Or even a way to track referrals at all. That's why we've made it easy to do it through your account.

How to manually track referrals in your Rocket Referrals account.

Using the top-right search bar, look for and select the customer you'd like to track.

You can only find a referral once their policy becomes active and they're imported from your management system. If you want to track the referral, and they're not a customer, you can import them as a prospect.




Click Edit at the top of their profile.




Select the Referred by tab.




Search for the existing customer who referred this new customer or prospect.




Select the date the new customer was referred on and click Save.



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