Good decisions come from having the right information at your fingertips. With Analytics from ClientCircle, you’ll have everything you need to transform data into meaningful, actionable insights. Monitor your dashboards regularly, use powerful filters to spot trends and make quick decisions as things change—so you always know what’s driving your business forward.
Track sales, retention, churn and other key metrics over time.
Filter and save the metrics you care about most.
Combine saved charts into a customized dashboard overview.
Control who can view and access dashboards across your team.
See how activities and events affect other performance metrics.
Navigate and adjust dashboards to fit your agency’s needs.
Whether you’re a small local agency or a large brokerage, ClientCircle gives you everything you need to build better relationships, provide seamless customer service and grow your insurance business.
We have had an excellent experience getting started with ClientCircle. It has been fun to see our client's testimonials and begin to establish quantifiable data to help drive the growth of our agency.
Alyssa Rodriguez
Sound Business Insurance
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