Email is one of the most powerful ways to connect with prospects and clients. Whether you’re sending a quick follow-up or running a full campaign in ClientCircle, every email you send is tracked, organized and tied to the right contact or account. Communicate confidently, measure your results and keep every message in one place.
Send quick follow-ups or full campaigns—all from one place in ClientCircle.
See your full communication history, measure performance and keep improving with every email.
Send one-time or automated emails without leaving ClientCircle
Use plain text or HTML templates for professional, personalized messages
Access pre-written templates written specifically for insurance agencies
Include emails as part of campaigns and journeys for hands-off follow-up
Track delivery, opens and clicks to understand what works best
Maintain a complete communication history tied to each contact or account
If you're asking yourself, “How can I easily manage client emails, use email marketing, request testimonials, send surveys, etc. to my clients?” Then you're not using ClientCircle. They make it easy to tackle these tasks and have helped our agency boost sales and generate leads all while improving our online presence.
Jeremy Popolis
Stubbs Insurance Associates, Inc.
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