Happier clients, more sales.

Made for insurance™.

Everything you need to grow your agency

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More than a CRM

Clients have many experiences with your agency as you build your relationships with them⁠—prospecting, quoting, onboarding, renewals, cross-selling, etc. Traditional CRMs use a pipeline tool leaving you to manually move your contacts and deals from stage to stage. ClientCircle does it for you. Easily create a custom journey for any audience and we’ll do the rest.

How it works

Reputation

When people are looking for an insurance agent online, you need to show up above your competitors in search engines and have a consistent history of glowing reviews and testimonials from your happiest customers. ClientCircle takes care of it for you.

More about reputation

Retention

It costs a lot more to acquire a new customer than to retain an existing one. And while you’re always working on bringing in new business, it’s important to make sure your existing clients are happy and not shopping around. That’s a lot of work, right? Let’s automate it, together.

How it works

Referrals

When people love something, they talk about it. Our automated referral tools will help you make sure your happiest customers are sharing their positive experiences with family, friends and colleagues. That way, the next time someone needs insurance, they know just whom to call—you.

More about referrals

Campaigns

Good, long-lasting relationships have one thing in common—excellent communication. With campaigns and content from ClientCircle, you’ll have everything you need to manage and improve communications, build better relationships and grow your business.

How it works

Conversations

Today’s consumers want to communicate on their terms. Some like phone calls and email, others prefer texting or want to chat online. With ClientCircle, you can do it all in one app.

More about conversations

Service and support

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When you purchase a new tool, you want to know you’ll get support when you need it. We’ll make sure you know how to use the software and we’ll be there to help you get the best results for your business along the way. Here’s how we do it.

Analytics

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We’ll keep track of everything so you can understand how ClientCircle is helping you grow your business. You’ll be able to see categorized client feedback, an aggregate count of all communications, client engagement information, revenue and many other useful data points.

ClientCircle for enterprise

We offer enterprise solutions designed for your unique organization. Whether you’re an insurance carrier, an aggregator, a management system or another group interested in a custom tool, we have you covered.

Learn more

We connect directly to your management system

Improve your workflow and get more done.

View all integrations

See what agents are saying

Read testimonials from our clients.

Our testimonials
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ClientCircle has been such a great addition to my agency! I feel like the communication they provide makes me stand out and lets my customers know I genuinely welcome and appreciate them.

Sharon Wood

Wood Griffith Insurance

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I’ve noticed when ClientCircle is active, my business is active with people calling for quotes. There’s something about this program that obviously works!

Bonnie Brundige

Brundige Insurance

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ClientCircle helps us keep in touch with our clients. We use the surveys to uncover any issues and offer better service instead of waiting around and losing clients.

Chris Arnott

Chris Arnott Agency

Wait, all of this sounds familiar. Do I know you?

You probably do! ClientCircle is a Rocket Referrals® product. We changed the name of our insurance platform to ClientCircle in 2022 to better reflect our growing suite of products and services. Name aside, we are still the same group of extremely caffeinated and friendly human beings based in Des Moines, Iowa, committed to helping insurance agents grow their business.

Rocket Referrals

© 2022 ClientCircle

*Net Promoter, Net Promoter System, Net Promoter Score, NPS and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems, Inc.