You want software that simplifies your daily tasks. CircleAI® will analyze client sentiment and help you understand what's going well and why some clients may be unhappy. You will know which carriers your customers like, how your employees are doing, where you're excelling and which areas of the business need attention.
Keep an eye on your Net Promoter Score (NPS), see items that need action, review categorized feedback and write unique content quickly and easily.
Get help with content, see client engagement information and access other useful data points.
Access NPS data via one simple dashboard
Write unique content with our AI language model
Track how you stack up against your peers
See client feedback by category and employee
Get reports, recommendations and best practices
Use data to reward and motivate your team
ClientCircle does a great job with our new business and referrals and gives us additional insight into how we look to -- and are doing with -- our clients.
David Cook
Cherokee Insurance Center LLC
© 2025 ClientCircle
*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.