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 to track client engagement
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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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Marketing consulting
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Integrations with agency management system (AMS) and other tools
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ClientCircle for Enterprise
Core Business
How ClientCircle Helps Independent Agents & Brokers
Integrations
AI Capabilities
Certifications & Awards
Important company certifications: SOC2, HIPAA
Product FAQs
Marketing & Sales
MKTG-How many custom fields can be added?
Infinite
MKTG-Which of the following do you provide?
[CRM, Other, Website Development & Management, Reputation Management, Marketing Automation & Email]
MKTG-What integrations do you support?
https://www.clientcircle.com/features/insurance-integrations
MKTG-What are the different triggers for sending an email to a contact?
Can be customized
MKTG-How many contacts are included in your base price?
As many as they need, price depends on feature set
MKTG-Do you support custom fields?
Yes
MKTG-How many users are included in your base price?
As many as they need, price depends on feature set
MKTG-If "Other" email types, please elaborate.
Custom content emails, cross-sells, etc.
MKTG-Can you set reminders to internal employees based on a customers actions?
Yes
MKTG-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
MKTG-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]
MKTG-Do you have automated campaign management capability?
Yes
MKTG-Do you have a mobile app?
Yes
MKTG-What is your average email deliverability rate?
0.99
MKTG-Do you support dynamic content within emails?
Yes
MKTG-Is your platform company centric or contact centric?
Contact centric
MKTG-Do you have contact segmentation capability?
Yes
MKTG-What channels does your platform allow users to communicate with their target audience?
Postal mail, texting, web chat, gift cards, third-party messaging
MKTG-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
MKTG-How are emails sent?
Using the user’s email server
MKTG-Do you have a landing page builder?
Yes
MKTG-Do you have experience with independent insurance agencies?
Yes
MKTG-Do you have text messaging capability?
Yes