Our insurance CRM keeps clients, policies and marketing activities all in one place. It’s simple, organized and built for how agencies work. See every detail at a glance, track renewals and collaborate with your team without skipping a beat. You’ll stay organized, save time and never lose sight of a client or opportunity again.
Say goodbye to spreadsheets and missed follow-ups. With ClientCircle, you can build sales pipelines that fit your agency—not the other way around. Create custom stages, automate the steps that slow you down, and keep every lead moving with ease. You’ll close more deals, stay organized, and sell the way you want to.
Keep every service request—from ID card requests to renewals—organized and on track. With ClientCircle, your team can assign, automate and resolve tasks quickly, so nothing gets missed. You’ll deliver faster, more consistent service that clients actually notice. And that means less stress for your team and happier customers who spread the word about you.
Stay in touch with leads and clients through email, text web chat and even direct mail—all from ClientCircle. Every message feels personal and perfectly timed, helping you build loyalty and stay top of mind without extra effort. Smart, easy communication that clients appreciate. From one-time messages to custom, multi-step campaigns—everything you need to stay connected is here.
Turn clients into promoters. ClientCircle helps you collect reviews, boost search rankings and generate referrals automatically. We’ll ask for feedback at the right time and alert you when someone’s unhappy so you can fix it fast. The result? More reviews, more referrals and a reputation that wins new business.
Your website should do more than look good—it should bring in business. With ClientCircle, you’ll attract leads, capture quote requests, and connect your tools for seamless follow-up. Our sites are easy to build, simple to update, and designed to grow with your agency. Add forms, landing pages, web chat, testimonials, and more—all in just a few clicks.
No more guesswork. ClientCircle Analytics turns your data into clear insights so you can make smarter decisions. Track sales, retention, communications and performance in real time to see what’s driving growth and what needs attention. You’ll have clarity, confidence and control over every part of your agency.
Our consulting team helps you move faster and smarter. We’ll refine your strategy, clean up data and build custom campaigns or automations that get results. Need content edits or a custom campaign? We’ll handle it. Think of us as your insurance marketing experts.
As insurance agency owners, every day we are solicited with the next great software product that will take our agency to the next level. Rarely do these products live up to our expectations...until now. ClientCircle has been everything that we were told it would be and more!
Scott Stanberry
Stanberry Insurance Agency
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*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.