ClientCircle

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,
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Reviews
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- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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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.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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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.
- 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!

- 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.

- 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.
ClientCircle FAQs
Below are some frequently asked questions for ClientCircle.Q. What type of pricing plans does ClientCircle offer?
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
Q. Who are the typical users of ClientCircle?
ClientCircle has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does ClientCircle support?
ClientCircle supports the following languages:
English
Q. Does ClientCircle support mobile devices?
ClientCircle supports the following devices:
Q. What other apps does ClientCircle integrate with?
ClientCircle integrates with the following applications:
AgencyBloc AMS+, Applied Epic, Donna, EZLynx, HawkSoft CMS, NowCerts, QQCatalyst, Vertafore AMS360, Veruna, Xanatek Connect, Zapier
Q. What level of support does ClientCircle offer?
ClientCircle offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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