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.
With our new sales and service pipelines, task management, inbox sync and a fully customizable interface that adapts to your agency, ClientCircle will no longer be just part of your workflow—it will be your workflow. Simply connect your management system and you’re ready to go!
What's coming
- Sales and service pipelines: Our most requested feature yet! Track leads, opportunities and client service processes from start to finish.
- Customizable interface: Build layouts, filters and views that fit your agency’s workflow. Create an insurance CRM that is truly yours.
- Tasks and notes: Assign, track and complete follow-ups for clients and prospects inside ClientCircle.
- Inbox sync: Connect Gmail or Outlook for a seamless communication experience.
- Enhanced automations: Keep sales, service and marketing moving automatically.
Everything you need in one platform
Thousands of agencies use ClientCircle to connect with prospects and clients.
With our new features, ClientCircle will become the central place to manage not just marketing automation activities, but also your sales and service processes.
Our pipelines are especially powerful: you’ll see where every deal and request stands, add tasks and notes and set automations to handle routine work.
Combined with everything else we offer, you’ll now have the tools to run the entire client lifecycle without juggling multiple disconnected systems.
See the new features in action
We will demo our upcoming features during several mini webinars in the next few weeks. Plan to attend them all or pick the ones you care about the most.