Features & Quick Stats
Key Features
- Marketing Automation & Campaigns
- Websites
- Referrals
- Retention
- Reputation & Reviews
- Handwritten Cards
- Conversations - Texting, Web Chat & Third Party Messaging
- Forms
How ClientCircle Helps Independent Agents & Brokers
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
Subscriber Deals
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