AI for insurance agencies
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Do more with CircleAI

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.

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Monitor customer sentiment and get help with content

Keep an eye on your Net Promoter Score (NPS), see items that need action, review categorized feedback and write unique content quickly and easily.

Analytics AI dashboard

Let CircleAI do the work

Get help with content, see client engagement information and access other useful data points.

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Access NPS data via one simple dashboard

Circle AI

Write unique content with our AI language model

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Track how you stack up against your peers

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See client feedback by category and employee

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Get reports, recommendations and best practices

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Use data to reward and motivate your team

Want to see real-time data? Schedule a demo with us:

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One of the best investments we have made for our agency. ClientCircle provides great data and timely feedback. I would highly recommend the service.

Rick Wilkins

Long Agency

*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.