2026 Best Software Awards are here!See the list
Product Avatar Image

ClientCircle

Show rating breakdown
4.0 out of 5 stars
2 reviews
  • 1 profiles
  • 5 categories
Average star rating
4.0
Serving customers since
Profile Filters

All Products & Services

Product Avatar Image
ClientCircle

2 reviews

ClientCircle is a leading insurance communications platform in the U.S. Our software helps insurance agents manage the complete customer journey. From prospecting to sales to retention—we help our customers do it all.

Profile Name

Star Rating

1
1
0
0
0

ClientCircle Reviews

Review Filters
Profile Name
Star Rating
1
1
0
0
0
GT
Getinet T.
08/21/2024
Validated Reviewer
Review source: G2 invite
Incentivized Review

Use of lead nurturing techniques such as automation

|ClientCircle
I have found ClientCircle useful to monitor my insurance client connections. It has also had the added benefit of being able to communicate with clients as and when in a much more targeted method that is tailored to their needs.
Allie M.
AM
Allie M.
Licensed Agent at Consumers Insurance Agency
09/11/2018
Validated Reviewer
Verified Current User
Review source: Organic

Excellent

|ClientCircle
I love how you have the option to set communications on auto pilot. Everything is sent automatically and Rocker Referrals is very easy to use.

About

Contact

HQ Location:
Des Moines, US

Social

What is ClientCircle?

ClientCircle is a leading insurance marketing automation platform in the U.S. Our software helps insurance agents manage the complete customer journey. From prospecting to sales to retention—we help our customers do it all. Based in Des Moines, Iowa, we've been helping thousands of agents grow their business since 2013.

Details