Keep your outreach timely and consistent with single-step campaigns. These simple ClientCircle automations let you trigger a single action—like sending an email, text, letter or a card—based on client activity, key dates or milestones. It’s the perfect balance of automation and control.
Save time, stay consistent, and make every client interaction feel intentional.
Stay consistent, save time, and make sure no important message slips through the cracks.
Trigger automated messages based on any rule or event
Send via email, text, letter, card or postcard
Use templates written specifically for insurance
Deliver the right message at the right moment—without lifting a finger
Save time and ensure no message slips through the cracks
Measure engagement to fine-tune future campaigns
They have everything we want in an insurance platform. We can reach our customers in an instant if needed, or put together campaigns with ease. They are a great asset to our company.
Shane Badon
Sumser Insurance Professionals
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