Software for insurance agencies | ClientCircle
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Made for insurance agencies

Sell more policies

Using pre-written emails from ClientCircle, McGowan Insurance Agency automated their personal lines and life insurance cross-sells to clients. The agency sold 228 policies to clients who received these emails spanning home, auto, umbrella and life insurance, worth more than $248,000 in premiums.

Sell more polices with ClientCircle

Get more referrals

Foresight Insurance has received more than 2,100 referrals since signing up with ClientCircle in January of 2017. The agency encourages referrals by sending handwritten birthday, welcome and thank you cards through ClientCircle as well as automated review requests and carrier-specific welcome emails.

Get more referrals with ClientCircle

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Improve agency Google ranking

When someone searches for home or auto insurance, Ken May Insurance Services is the first listing that shows up on Google in their zip code—a 15-spot increase from when they first signed up for ClientCircle.

Improve agency Google ranking with ClientCircle

Retain more revenue

Bigham Insurance has improved their Net Promoter Score (NPS) by 12 points since starting with ClientCircle in June 2022. Their NPS is now 94. That's 24 points higher than the average independent insurance agency. Every 10-point increase in NPS results in a 2% increase in client retention on average. 

Retain more revenue with ClientCircle

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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

*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.