Turn staying in touch into something that happens automatically. With Client Connect from ClientCircle, you can deliver timely, relevant and interesting touchpoints that strengthen relationships and keep your agency top of mind—without extra work on your part.
Send curated, personalized content to every client at the right time, without adding to your workload.
Choose from hundreds of ready-to-send articles from our libraries or upload your own content to make it even more personal.
Send curated articles, videos and updates to clients automatically
Use pre-built insurance content or upload your own links
Choose audiences and timing for each message
Keep communication consistent across clients and locations
Show value year-round with helpful, educational touchpoints
Stay top of mind while saving hours every week
I own an insurance agency and have used ClientCircle. Their service is very useful for businesses that require a lot of personal touch for their clients... They also have very useful sources for social media articles. I recommend them.
Justin Effler
TWFG Insurance Simi Valley
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