Trusted Choice | ClientCircle
ClientCircle® web logo
ClientCircle a Trusted Choice vendor


ClientCircle® web logo

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.

Trusted Choice agents who use ClientCircle qualify for the marketing reimbursement program. For 2024, Trusted Choice will reimburse 50% of ClientCircle costs with a maximum reimbursement amount of $1,000 per agency. 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.

Enterprise client header image

ClientCircle software helps you:

Monitor Icon.svg

Manage the complete prospect and client journey

Improve rep Icon

Improve and monitor online reputation

Automate icon

Automate online reviews and testimonials

NPS icon

Collect and analyze customer feedback with NPS

Increase icon

Increase retention and grow through referrals

Co branding icon ClientCircle

Communicate via email, texting, web chat and mail

Sell more Auto Icon

Sell more with automations and campaigns

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Manage all conversations in one place

Landing pages with ClientCircle websites

Build a website made for insurance

Plans and pricing

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.

Premium bundle

$ 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.

Not sure which option is right for you?

Schedule a demo

*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.