ClientCircle blog

In October of 2022, we changed the name of our platform for insurance agencies. Here's everything you need to know.

Why are you changing your name?

We made this change because we’re ready for a product name that represents the entire range of features and services we offer insurance agents.

When we launched Rocket Referrals almost 10 years ago, we set out to help insurance agents grow their business through automated referrals, and our name reflected that purpose. Since then, we have grown and expanded our product to include a complete suite of sales, marketing, and communications tools and services that help insurance agencies grow.

The name ClientCircle better describes everything our platform offers today.

What does the new name mean?

The name ClientCircle reflects our commitment to helping insurance agents have happier clients and make more sales by managing the full customer journey—from prospecting to cross sales to building long-term, meaningful relationships.

When we email our family, friends or colleagues, we don’t use fancy designs, embedded pictures or elaborate signatures. We type up a few lines, include a link and hit “Send.”

These emails get read. So why don’t businesses use the same approach with clients? Those that do are ahead of the game.

Who sends the best cards? Grandma.

Because grandma really cares. She knows when your birthday is, she plans ahead, she always writes a sweet note and sometimes she even includes some cash or a gift card.

If you're still on the fence about sending holiday cards to your clients, here's a list of seven reasons why you should absolutely go for it every year.

There are clients who have been with your insurance agency for many years, and you want your new customers to stay a while too. Sometimes, however, people leave without you knowing why.

If you want to know how to tell something isn’t working and fix it before it’s too late, we know just what you need: NPS and CircleAI™, our artificial intelligence tool.

First, find out how your clients feel about you

The Net Promoter Score (NPS)®survey will help you uncover customers who are likely to leave so you can fix things before you lose them. This survey also helps you identify customers who are most likely to leave a review or refer a friend.