ClientCircle blog

Coming soon: the biggest addition to ClientCircle features yet.

We’re working on introducing several new tools to help your agency sell more polices, service clients better and grow your book—all in one platform, built to work your way.

For over a decade, insurance agents across the U.S. have trusted ClientCircle to help with marketing automation, relationships and communications. Now, we’re taking it further.

Newsletters are easy to send but easy to ignore. Clients skim past them because they feel generic or irrelevant. Here’s why newsletters fall flat and what works better: timely, personalized and meaningful communication.

Running an insurance agency can feel like an endless cycle of to-dos. This post shares practical strategies to save time, stay organized and focus on proactive client care. Learn how agents can build systems that reduce stress and strengthen relationships.

In our Ten Questions series, we feature ClientCircle users from around the country. This time we’re in Redlands, California with Eli Gillespie, owner and general manager of Gillespie Insurance Services. Eli shares his journey in the industry, the agency’s agricultural roots and what makes his community unique.

Insurance isn’t just about policies—it’s about people. Clients want more than coverage; they want to know their agent sees them, remembers them and truly values the relationship. Small, meaningful touches are what keep clients connected.