Features | Campaigns
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Campaigns made for insurance

Good, long-lasting relationships have one thing in common—excellent communication. It’s true in life and in business. With campaigns and content from ClientCircle, you’ll have everything you need to manage and improve communications, build better relationships, and grow your agency.

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Email, texting, even mail—we have all channels covered

Automate your prospect and client communications with pre-written, customizable messages, multi-step campaigns and templates written for insurance.

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Customize and automate as much as you'd like

ClientCircle knows the communications you need to send, to which clients and when, so you don’t have to worry about a thing.

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Create onboarding, renewal, cross-selling and any other campaigns

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Use templates written specifically for insurance

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Automate it all or approve messages before they send

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Share personalized, online content with a few clicks

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Send the right messages to the right people at the right times

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Delegate review to others on your team

Get campaigns that work. Schedule a demo with us:


The automated marketing campaigns save us time and money, allowing us to better focus on our clients' needs and provide the most excellent service possible. Thank you, ClientCircle!

Garrett Watson

Kelly Miller Insurance Associates

*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.