The satisfied feeling we  finally have since we have a system for our Marketing and Retention.

We have received multiple reviews on each platform as well. This is a great tool to gauge how your customers view your customer service, which is so important for customer retention.

Provides me up-to-the-minute feedback from clients to help me improve our customer service area of the agency.

Rocket Referrals is so easy to use and we love that our business is growing.

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.

Professional, Staff very friendly and easy to work with, easy to use and navigate, they responds quickly if you need help or have question.

We find RR a great resource to stay in contact with our clients and engage our staff. What we like: 1. Price, 2. no committment.

I am starting to see the benefits of Rocket Referrals. Thank you for making the process so easy.

Rocket Referral was great helping to make sure we got everything set correctly so everything would start working immediately. Secondly, we have already starting seeing it work with GREAT results.

The staff at Rocket Referrals have been so accommodating and responsive as I have have been learning to navigate all the amazing tools their portal offers.

They have a great support team and really focus on bringing requests from customers to a reality with product enhancements.

RocketReferrals does exactly what we need it to. There is logic built into the software to ensure the greatest success of the users/organizations using it.

Not sure if anything but give me some more time with the product and I will know more.

Rocket Referrals is simply the most cost effective marketing tool I've ever used.

The ease of use and the value it provides my agency.

Very easy to use and my rep is fantastic to work with. Very knowledgeable and friendly.

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.

Rocket Referrals works as advertised. They do a great job of following up with clients and prospects.

It allows clients to rate our service and better help me to determine where I may need attention to assist clients better.

Excellent, must-have software with outstanding customer service and exceptional team.

There's nothing really that I don't like. It serves the purpose for our customers, integrates with the agency management platforms.

Its settings are more automatic at times, which means you're going to change things at times. Its mildly frustrating, but it could be worse.

Some settings are automatic to the point that it is frustrating.

I'm having a hard time thinking of any cons for this product.

Product is very easy to use. Integration with our Agency Management system is excellent.

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.

That the software is integrative, seamless and so easy to use. I love that it integrates my management system and website.

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

Very Pleasant Experience I love this program and would suggest to everyone.

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

It's too easy to plan to send a card or email or give them a call but then forget and get distracted. With Rocket Referrals you know it is getting done.

Easy to use and integrates with Epic. It helps us review the current way we are doing things to make it an easier more efficient process.

At first it was confusing to navigate the site.

I love the ability to send an application to a client that is tailored to their organization. It is great to be able to make certain questions required.

There was not a lot of training when it was first implemented. Therefore, the first two months was just trail and error.

It was helpful and saved us time an money with sending applications and forms by mail.

Although I've only used the technology a handful of times it has been great. The training received when I expressed that i needed a bit more help was awesome.

I wished the software was compatible with internet explorer & Microsoft edge. Some of my clients do not know what browser they are using & this gets confusing for them.

The idea of this program is great, the ease of apps being able to share information will make a step in our process more efficient and effective.

My experience with Indio has been good. Easy to use, love to have the documents stored year after year, etc.

But once someone syncs it removes them. But I feel this is the best product on the market and it will get better if they listen to the users.

It has been a very easy transition for me. I love the ability to complete apps on line and save information. The only obstacle has been educating my clients.

The Applications are clean and precise and very presentable. Overall, this is a wonderful product to help us prepare for our Account Renewals.

It is a bit confusing when our clients go to sign one of our documents. It is confusing and it can appear that they have completed the document before it was actually signed.

Indio is a great Software to use with great customer service.

I also love that information rolls over to the following term, keeping record of signed applications. It is user friendly for our clients, which in turns makes doing business simple and easy.

The service and support team has been outstanding.

We have been thrilled with the way in which Indio has modernized and streamlined our Commercial Renewal Process.

The ease of use and integration of our customers information when filling certain apps.

It was super easy to use. I was an absolute skeptic - didn't want to learn new tricks but here I am in love with the ease of using this.

The renewal process can be a very in-depth and disruptive process for our insureds.

Indio is pretty easy to use and figure out. Helps me save time and the clients must like it because they are responding pretty quickly.

Client access capabilities are great, our clients love being able to view the documents we upload.

Customer Service and Implementation teams have been wonderful with training and support.

Overall, it has been a good experience, but wish it was better to make up for the overall cost for the services.

I like the ease of use as well as the simplicity of it from the insured's point of view.

I love the ease of doing business. I find this user friendly to use.

Perhaps there are some guidelines they are following on this, but it seems a bit odd and to me.

Ease of use and fast integration at out agency.

My only complaint is that we didn't implement this sooner.

I love the ease of uploading documents and then customers can come back and upload their own. It's like a little database of client information all in one place.

It is very easy to Pick up and the integration was easy to understand.

I have found that Indio is very user friendly. I have received very positive feedback from my clients, with how easy it is to navigate the website.

US Dollar

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. 

LongDescription

Rewards Management

Personalization

Referral Tracking

Sentiment Analysis

Review Generation

Template Management

Contact Management

Review Notification

Content Management

Multi-Channel Communication

Review Monitoring

Response Management

Dashboard

Social Sharing

Review Request

Negative Feedback Management

Gamification

Campaign Management

Social Media Monitoring

ROI Tracking

Interaction Tracking

Real-Time Analytics

Multi-Channel Marketing

Surveys & Feedback

Customizable Reports

SEO Management

SMS Messaging

Real-Time Monitoring

For Customer Referrals

Pipeline Management

Customizable Fields

Campaign Scheduling

Batch Communications

Data Import/Export

Campaign Segmentation

Campaign Planning

Email Templates

Customer Experience Management

Email Marketing

Real-Time Data

Performance Metrics

Referral Templates

AI/Machine Learning

Email Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Chat/Messaging

Customizable Templates

Multi-Language

Real Time Reporting

Customizable Branding

Contact Database

Life & Health

Campaign Analytics

Client Management

Third-Party Integrations

Loyalty Program

Review Display

Review Sharing

Workflow Management

Feedback Management

Website Integration

Ratings/Reviews

Customizable Forms

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

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

ClientCircle

Live Online

Webinars

Documentation

Videos

Indio is a cloud-based property and casualty insurance agency (P&C) solution, which helps manage and streamline insurance application and renewal processes. The platform comes with a form engine, which lets firms display conditional questions to gain client responses on specific fields. 


Key features of Indio include notes creation, automated data population, digital signature, file import and data security. Clients can leave notes for agents on unsure questions or share forms with different departments to collaborate on relevant fields by adding multiple contacts on the platform. Additionally, it allows users to upload and store all insurance documents and files in a secure digital repository.


Indio enables clients to create, edit and manage schedule workbooks and import or export them for future reference. Pricing is available on request and support is provided online.






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