ClientCircle 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

ClientCircle

4.9

(121)

Pricing

Starting at $30.00 one time

About ClientCircle

ClientCircle is complete suite of sales, marketing, and communications tools and services that help insurance agencies grow. We help insurance agents manage the full customer journey—from prospecting to cross sales to building long-term, meaningful relationships.

Whether you’re an insurance carrier, an aggregator, a management system or another group interested in a custom tool, we have you covered. Think: your company's branding, single-sign on, custom libraries, webinars and education for your members, consolidated billing and reports, custom features and integrations, the list goes on.

With ClientCircle, you'll have happier clients and more sales. Made for insurance.

ClientCircle Screenshots

ClientCircle Pricing and Plans

Starting price: $30.00 one time

Free Trial

Free Version

Premium

$30.00

per user, one time

Plan includes:

Access More Communications
Access Standard Communications and Analytics and Send Bulk Emails to Client Lists
Advanced NPS Analytics
Automate Online Review and Testimonial Collection
Create Your Own Communications Campaigns
Cross-Sell With Ready-to-to Automations and Templates
Integrate Your Management System
Leaderboard and Metrics and Get 20 Handwritten Cards Every Month
Set up the Net Promoter Score (NPS) Survey
Talk to Clients Live via Web Chat and Build Your Own Integrations With Zapier or Our API

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

ClientCircle Features

Popular features found in Customer Communications Management
Batch Communications
Chat/Messaging
Customer Database
Interaction Tracking
Multi-Channel Communication
More features of ClientCircle
Activity Dashboard
AI/Machine Learning
Alerts/Notifications
API
Campaign Analytics
Campaign Management
Communication Management
Contact Management
Content Management
CRM
CRM Integration
Customer Experience Management
Customer History
Customer Segmentation
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Email Management
Email Marketing
Email Reminders
Engagement Tracking
Feedback Management
For Customer Referrals
Gamification
Incentive Management
Lead Capture
Lead Engagement
Loyalty Program
Multi-Campaign
Multi-Channel Marketing
Multi-Language
Multi-Location
Negative Feedback Management
Performance Metrics
Personalization
Ratings/Reviews
Real-Time Analytics
Real-Time Data
Real-Time Reporting
Referral Templates
Referral Tracking
Reporting/Analytics
Reporting & Statistics
Response Management
Review Monitoring
Review Notification
Review Request
Review Sharing
Rewards Management
ROI Tracking
Sentiment Analysis
SEO Management
SMS Messaging
Social Sharing
Surveys & Feedback
Template Management
Third-Party Integrations
Website Integration
Workflow Management

ClientCircle Integrations

Zapier

EZLynx

AgencyBloc AMS+

Applied Epic

NowCerts

Xanatek Connect

See all 7 integrations

ClientCircle User Reviews

Overall Rating

4.9

Ratings Breakdown

93%

Secondary Ratings

Ease of Use

4.8

Value for money

4.7

Customer support

5.0

Functionality

4.8

Ryan K.

Verified reviewer

Insurance

Used daily for less than 6 months

Review source

Reviewed March 2018

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Verified

Reviewer

Insurance

2-10 employees

Used daily for less than 12 months

Review source

Reviewed November 2019

Client Communication System

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 P.

Verified reviewer

Insurance

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed February 2020

rocket referral

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Vendor Response

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

Replied December 2020

Verified

Reviewer

Insurance

501-1000 employees

Used daily for less than 6 months

Review source

Reviewed October 2019

Really Easy Customer Relationship Platform

RR has done great things for our business. It has driven traffic to review sites and we hope to see that turn into higher retention as well.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The portal is super easy to use, seamless and integrates well into the daily work. Customer service is top notch as well!

Cons:

Nothing really as of this review. We've had nothing but great experiences so far and no real negative comments.

Jared M.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 6 months

Review source

Reviewed August 2018

Fantastic service

FANTASTIC

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

David S.

Verified reviewer

Insurance

201-500 employees

Used weekly for less than 12 months

Review source

Reviewed July 2019

RR helps to guide the client conversation

We use RR in an automated system. It helps to inform the Client Teams' discussions with the clients (based upon their NPS reply).

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The product was easy for us to integrate and use.

Cons:

We haven't experienced anything negative to this point.

Ashlee W.

Verified reviewer

Insurance

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed November 2018

Amazing Concept

I have been using Rocket Referrals for over 6 months to reach out to our customer base. The rocket referrals team has been helpful every step of the way. They have a great support staff that regularly checks in on how things are going. They do a great job of training new users on how the system operates. We have had a huge positive response from our customers because of this program.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love having our customers be able to give their opinions on our business. the program really gives us an insight into how our customers view our staff and agency.

Cons:

The program gets a little glitchy when trying to switch between communication types.

George P.

Verified reviewer

Insurance

11-50 employees

Used weekly for less than 6 months

Review source

Reviewed January 2018

An easy-to-use and convenient method to stay in touch with your clients throughout the year!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The means to collect and organize my clients into one area that allows our company to track customer satisfaction surveys and our net promoter score. Additionally, you can make meaningful contact with your clients with the use of USPS cards that thank them for a referral, welcome them to your business, wish them a "happy birthday" or just thank them for being loyal.

Cons:

Depending on your client database size, it could be cost prohibitive to your organization if you are a small business.

Sara Q.

Verified reviewer

Insurance

11-50 employees

Used weekly for less than 6 months

Review source

Reviewed October 2019

Great System

We just started using Rocket Referrals a couple months ago and so far think it's great! It's encouraging to get good reviews and hear testimonials from satisfied customers. It's also good to know if a customer is not completely satisfied so we can address any concerns. I recommend Rocket Referrals.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use and navigate. We like all of the communication options available.

Cons:

Cost of handwritten cards a little high.

Mandi S.

Verified reviewer

Insurance

Used daily for less than 6 months

Review source

Reviewed July 2018

I have found the program easy to use and when I need help support team is always and email away!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I can track referrals, helps reach out to clients and know exactly what we can do better, and the fact we can reward our clients with ease

Cons:

I wish there was a place to put notes and easily see them upon returning to the screen, and custom emails for birthdays could be set up for automatic on that day with out having to find them click on them all the time.

Showing 1 - 10 of 121 Reviews

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