The Brokerage Inc.
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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.

The Brokerage Inc. recommends ClientCircle as a preferred vendor for your agency’s marketing, communications, reputation management, retention and cross-selling.

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ClientCircle helps you:

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Manage the complete prospect and client journey

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Improve and monitor online reputation

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Automate online reviews and testimonials

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Collect and analyze customer feedback with NPS

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Increase retention and grow through referrals

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Communicate via email, texting, web chat and mail

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Sell more with automations made for insurance

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Manage all conversations in one place

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And so much more

Pick a plan and give it a try

All ClientCircle plans are month to month. There are no contracts or setup fees. Pick a plan and start growing your agency today.


Pricing plan star


per employee

+$180 for the first 3,000 contacts

Just the basics

Integrate your management system, set up the Net Promoter Score (NPS) survey, access standard communications and analytics, and send bulk emails to client lists.


Pricing plan heart


per employee

+$180 for the first 3,000 contacts

A few extras:

Automate online review and testimonial collection, access more communications, advanced NPS analytics, leaderboard and metrics, and get 20 handwritten cards every month. All Light plan features included.


Pricing plan crown


per employee

+$180 for the first 3,000 contacts

Get it all:

Access our fully automated CRM, cross-sell with ready-to-go automations and templates, create custom campaigns, talk to clients live via web chat, and build your own integrations with Zapier or our API. All Light and Pro plan features included.

Not sure which option is right for you?

We can help you decide.

Schedule a demo

© 2022 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.