ClientCircle

4.9 (121)
Write a Review!
Happier clients, more sales. Made for insurance.

About ClientCircle

ClientCircle is a leading insurance communications platform in the U.S. The all-in-one platform helps insurance agencies manage customer relationships, collect and analyze feedback, improve retention and reputation, collect reviews and testimonials, grow referrals, automate cross-selling, build websites made for insurance, and send communications spanning multiple channels.


Key benefits of ClientCircle

Manage the complete customer relationship (CRM),
Connect your tools with a website made for insurance,
Automate online reviews and testimonials,
Improve your online reputation and increase retention,
Grow through referrals,
Communicate in a way your customers prefer,
Sell more with automations,
Manage all conversations in one place,
Get guidance from a dedicated expert,
Measure performance with help from CircleAI,


Images

ClientCircle Software - ClientCircle analytics
ClientCircle Software - ClientCircle campaigns
ClientCircle Software - ClientCircle conversations
ClientCircle Software - ClientCircle referrals
ClientCircle Software - ClientCircle retention
View 6 more
ClientCircle video
ClientCircle Software - ClientCircle analytics
ClientCircle Software - ClientCircle campaigns
ClientCircle Software - ClientCircle conversations
ClientCircle Software - ClientCircle referrals
ClientCircle Software - ClientCircle retention

Not sure about ClientCircle? Compare with a popular alternative

ClientCircle

4.9 (121)
VS.
Highly reviewed

Starting Price

US$30.00
one-time
No pricing found

Pricing Options

Free version
Free trial
Free version
Free trial

Features

65
108

Integrations

11
121

Ease of Use

4.8 (121)
4.3 (511)

Value for Money

4.7 (121)
3.9 (511)

Customer Service

5.0 (121)
4.1 (511)
Green rating bars show the winning product based on the average rating and number of reviews.

Alternatives

Podium

4.3
#1 Alternative to ClientCircle
Podium simplifies reputation management by making it easy to collect reviews, rise in the ranks of local search, and...

Birdeye

4.7
#2 Alternative to ClientCircle
Birdeye is the leading AI-powered reputation and social media management platform for local brands. Over 150,000...

JointJS

4.9
#3 Alternative to ClientCircle
JointJS+ is a diagramming toolkit, a commercial extension of JointJS, that allows businesses to create advanced...

My Clients Plus

4.7
#4 Alternative to ClientCircle
My Clients Plus is a practice management and EHR solution for mental health providers and practices with therapy notes,...

Reviews

Overall rating

4.9 /5
(121)
Value for Money
4.7/5
Features
4.8/5
Ease of Use
4.8/5
Customer Support
5.0/5

Already have ClientCircle?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 121
David
David
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great way to connect to our customer base!

Reviewed on 2019/01/22

Great product and takes minimal effort to use once you get everything setup. The staff gets to see...

Great product and takes minimal effort to use once you get everything setup. The staff gets to see all of the reviews as they come in so they get good feedback as well.

Pros

Automated process to get a pulse on your customer base. Full integration with agency management system.

Cons

Gift card option on client cards should allow us to pick a specific vendor (i.e. Amazon) to create an easier process for our clients.

Verified Reviewer
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Client Communication System

Reviewed on 2019/11/14

Rocket Referrals will help you stay in touch with existing and new clients. They will also help...

Rocket Referrals will help you stay in touch with existing and new clients. They will also help add that "personal touch" with the cards they send out.

Pros

Rocket Referrals works as advertised. They do a great job of following up with clients and prospects. I receive a lot of positive feedback with the handwritten cards that are not really handwritten but look like they are.

Cons

It's a bit too pricey in my opinion but they do give you value for your money. I would recommend if you are part of an organization to try and leverage a discount.

HOPE
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

rocket referral

Reviewed on 2020/02/25

overall i like this product very much ,theres nothing bad i can say about it

overall i like this product very much ,theres nothing bad i can say about it

Pros

i like that youcan see what clients like ,you can email cards to customers,see how we compare to others,see clients reviews

Cons

theres nothing i really dont like about this product,so far everything has been good and it comes in very handy for all kinds of things

Response from Rocket Referrals

Thanks for stopping by Hope, this review made our day!

Ryan
Ryan
Overall rating
  • Industry: Insurance
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

RR has enabled me to engage my clients and gauge their level of satisfaction with my services.

Reviewed on 2018/03/17

Pros

The product is easy to use and has proved to be a very effective way to reach clients. The key for me is the system works. The fact that my clients engage (both positive and negative) is a huge win.

Cons

I wish I would have started using the product sooner. I don't have any complaints to this point, but will be curious how I feel 6 months down the line.

Jared
Jared
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Fantastic service

Reviewed on 2018/08/14

FANTASTIC

FANTASTIC

Pros

Set it and forget it, and let your clients tell you how much they love you. It's truly the best marketing money we've spent period.

Cons

It doesn't sync with our management system...but that's hard to blame on Rocket Referrals.

Showing 5 reviews of 121 Read all reviews

ClientCircle FAQs

Below are some frequently asked questions for ClientCircle.

ClientCircle offers the following pricing plans:

  • Starting from: US$30.00/one-time
  • Free Trial: Not Available

Light: $2 per employee + $180 for the first 3000 contacts Pro: $10 per employee + $180 for the first 3000 contacts Premium: $30 per employee + $180 for the first 3000 contacts

ClientCircle has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

ClientCircle supports the following languages:

English

ClientCircle supports the following devices:

ClientCircle integrates with the following applications:

AgencyBloc AMS+, Applied Epic, Donna, EZLynx, HawkSoft CMS, NowCerts, QQCatalyst, Vertafore AMS360, Veruna, Xanatek Connect, Zapier

ClientCircle offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for ClientCircle.