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Software made for insurance

We changed the name of our platform. Visit our new website to learn about the new features and to access your account.

Why ClientCircle?

Because we’re so much more than referrals. Our new name reflects our commitment to creating products that help insurance agents manage the full customer journey—from prospecting to building long-term, meaningful relationships with repeat business. ClientCircle is a Rocket Referrals product.

Welcome to ClientCircle

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ClientCircle is the new name of our insurance platform. It’s a complete suite of sales, relationship management, marketing and communications tools designed to help you grow your agency. With ClientCircle, you'll have happier clients and make more sales.

Enterprise plans

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We work with management systems, carriers and other large insurance organizations to build custom solutions for their agents. Our enterprise products are powered by Rocket Referrals, the parent company behind ClientCircle.

© 2022 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.