Features & Quick Stats
Key Features
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Fully customizable CRM
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Sales tools
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Service tools
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Marketing automation tools
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Reputation management tools
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Sales, retention and performance analytics with interactive dashboards and reports
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High-converting insurance agency websites
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Consulting services
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Integrations with agency management system (AMS) and other tools
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Enterprise solutions
Core Business
How ClientCircle Helps Independent Agents & Brokers
Integrations
AI Capabilities
Certifications & Awards
Important company certifications: SOC2, HIPAA
Product FAQs
Marketing & Sales
How many custom fields can be added?
Infinite
Which of the following do you provide?
[CRM, Other, Website Development & Management, Reputation Management, Marketing Automation & Email]
What integrations do you support?
https://www.clientcircle.com/features/insurance-integrations
What are the different triggers for sending an email to a contact?
Can be customized
How many contacts are included in your base price?
As many as they need, price depends on feature set
Do you support custom fields?
Yes
How many users are included in your base price?
As many as they need, price depends on feature set
If "Other" email types, please elaborate.
Custom content emails, cross-sells, etc.
Can you set reminders to internal employees based on a customers actions?
Yes
If "Other", please elaborate on what else you provide.
User Security, CRM, Contacts, Landing page builder, Mobile app, Contact segmentation, We are an all-on-one insurance marketing platform
What are the different types of emails a user can send?
[Bulk emails, Emails based on triggers, Targeted emails based on tags/labels, Email auto-responders, Marketing automation (drip campaigns), Scheduled emails (holidays, birthdays, etc.), Other]
Do you have automated campaign management capability?
Yes
Do you have a mobile app?
Yes
What is your average email deliverability rate?
99%
Do you support dynamic content within emails?
Yes
Is your platform company centric or contact centric?
Contact centric
Do you have contact segmentation capability?
Yes
What channels does your platform allow users to communicate with their target audience?
Postal mail, texting, web chat, gift cards, third-party messaging
What is the maximum number of contacts an email can be sent to at one time?
No limit, can send to their whole book of business
How are emails sent?
Using the user’s email server
Do you have a landing page builder?
Yes
Do you have experience with independent insurance agencies?
Yes
Do you have text messaging capability?
Yes