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Made for insurance™, ClientCircle is a leading insurance communications platform in the U.S. helping agencies attract more prospects, retain more clients and sell more products.
ARM members new to ClientCircle will receive 50 handwritten loyalty, birthday or welcome cards ($130+ value) to help increase retention, grow referrals and improve customer loyalty. ARM members who choose the Premium plan will also receive 50% off their first month.
Manage the complete prospect and client journey
Improve and monitor online reputation
Automate online reviews and testimonials
Collect and analyze customer feedback with NPS
Increase retention and grow through referrals
Communicate via email, texting, web chat and mail
Sell more with automations and campaigns
Manage all conversations in one place
Build a website made for insurance
All ClientCircle plans are month to month. There are no contracts or setup fees. Pick a plan and start growing your agency today
$ 10
per employee
+$180 for the first 3,000 contacts
Get the basics
Integrate your management system, set up the Net Promoter Score (NPS) surveys, automate review collection, access standard communications and analytics, send bulk emails to client lists and get 20 handwritten cards every month. Add a website for $200/mo. Add texting for $15/mo per employee.
$ 30
per employee
+$180 for the first 3,000 contacts
Get advanced tools
Access our fully automated CRM, create custom automations, forms and campaigns, talk to clients live via web chat, build your own integrations with Zapier or our API. All Classic plan features included. Add a website for $200/mo. Add texting for $15/mo per employee.
$ 45
per employee
+$320 for the first 3,000 contacts
Get it all and save
Bundle your features and save. A website, texting for each user and all Premium and Classic plan features are included. One plan—everything you need.
We can help you decide.
Schedule a demo© 2024 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.