ClientCircle is now a preferred Trusted Choice vendor | Blog | ClientCircle
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ClientCircle is now a preferred Trusted Choice provider

March 1, 2023 by ClientCircle

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If you’re a Big “I” member, we have awesome news.

You can now receive reimbursement on money spent on ClientCircle through the Trusted Choice Marketing Reimbursement Program. This program helps eligible agencies offset the cost of various marketing and technology expenses with preferred providers.

How it works

Trusted Choice may reimburse 50% of your ClientCircle costs, with a maximum reimbursement of $1,000 per agency for 2023. Benefit is available to new ClientCircle customers who are Big “I” members on a first-come, first-served basis. Funds are limited. To check your eligibility, please contact Trusted Choice.

Why choose ClientCircle?

Thousands of insurance agents across the U.S. trust us to help them grow their business. We’ll help you:

  • Manage prospect and client journeys with our CRM
  • Automate online reviews and testimonials
  • Improve your online reputation
  • Increase retention and grow through referrals
  • Automate communications spanning email, text and even mail
  • Sell more with automations made for insurance
  • Manage your client and prospect conversations in one place
  • Add a custom website that connects your tools and helps you sell more (coming April 2023)
  • And so much more, all in one platform

Maximize your investment

As an insurance agent, you want to make sure you’re spending your technology and marketing dollars wisely. Remember that you can take advantage of the many marketing and tech benefits available to you from carriers, groups, networks, associations and even your management system provider. We work with many of them. Here’s more on that.

Learn more about us

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