Point of Contact: Torey Maerz , CEO

ClientCircle is a leading insurance communications platform based in Des Moines, Iowa. We’ve been providing insurance agents across the U.S. with innovative tools to grow their business since 2013. Our software helps insurance agencies manage the complete customer journey, collect and analyze customer feedback, improve online reputation, collect reviews and testimonials, grow referrals, automate cross-selling, and send communications spanning email, text messaging, web chat, and direct mail. With ClientCircle, you’ll have happier clients and more sales.

ClientCircle features: 

CRM: Create consistent prospect and client journeys every time, automatically.

Reputation: Stand out from your competitors and win more business.

Retention: Learn how your clients feel about you and build long-lasting relationships.

Referrals: Help your happiest clients tell friends, family and colleagues about you.

Campaigns: Automate any campaign for any audience. Made-for-insurance templates included.

Conversations: Manage communications, texting, web chat and third party messaging in one place.

Analytics: Keep track of all messages, feedback, revenue and other data in one dashboard.

Integrations: Connect your management system, no technical skills required.

Service and support: Get help from a real person when you need it. We’ll help you grow your agency.

Enterprise: Get a custom solution for your organization

And much more!