In insurance, timing and follow-through make all the difference. With Tasks from ClientCircle, your team can stay organized, communicate clearly and ensure that every opportunity moves forward. Use Tasks to keep track of what needs to be done, by whom, and when—so nothing slips through the cracks.
Create, assign and manage tasks that keep your entire agency on track.
Your to-dos stay visible, accountable and easy to manage in one place.
Create tasks tied directly to contacts, accounts or opportunities
Assign follow-ups to teammates so responsibilities are clear
Track task progress and completion in real time
Add notes and comments to keep everyone in the loop
Centralize all client- and sales-related activities in one place
Automate task creation to stay proactive as your book grows
My account manager goes the extra mile to help me get the best productivity and results from ClientCircle. Our mutual goal is to generate meaningful communications that engage our clients which results in deep relationships, retention and referrals. Thanks!
Sean McCreary
M3 Monagan Miller McCreary Insurance Agency
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