Joined May 2023 | Last Updated August 2024
We help insurance agents grow their business. With ClientCircle, you’ll have happier clients and more sales.
Features & Quick Stats
How ClientCircle Helps Independent Agents/Brokers: Our all-in-one platform helps insurance agencies manage customer relationships, collect and analyze feedback, improve retention and reputation, collect reviews and testimonials, grow referrals, automate cross-selling, build websites made for insurance, and send communications spanning multiple channels.
Integrations: We integrate with the majority of insurance specific and other platforms. We are also able to work with other systems through reports, web hooks and Zapier. View all integration partners.
Partnerships: ACT
Marketing Reimbursement: Up to $1,000 in marketing reimbursement (MRP) from Trusted Choice.
Key Features:
- Referrals
- Cues
- Websites
- Campaigns
- Analytics
- Reputation
- Conversations
- Retention
- Forms
- Service & Support
Website: clientcircle.com
Contact: [email protected]
Headquarters: Des Moines, IA
Number of Employees: 35
Area of Operations: USA
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