ClientCircle

RATING:

4.9

(120)

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.

Awards and Recognition

FrontRunner 2022
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

ClientCircle Pricing

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

Starting price: 

$2.00 one time

Free trial: 

Available

Free version: 

Not Available

Websites made for insurance
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ClientCircle Reviews

Overall Rating

4.9

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

4.5

Functionality

5

Most Helpful Reviews for ClientCircle

1 - 5 of 120 Reviews

George

11 - 50 employees

Used less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed December 2021

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

User Profile

David

Verified reviewer

Insurance, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2019

Great way to connect to our customer base!

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.

Jeremy

Insurance, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2019

See Results Immediately!

PROS

In two short weeks, we have seen an increase of traffic on Facebook and Google! 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. 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.

CONS

The only this I wish was different was the option for sending custom emails. The interface is not very user friendly and uses code that you need to learn in order to create the email. It also is not easy to add pictures or links.

Reason for choosing ClientCircle

Price

Vendor Response

Thanks for the thoughtful review, Jeremy. We really appreciate you taking the time to share your experience with Rocket Referrals. Awesome to hear that you're seeing results right away! We've also shared your feedback on our custom email builder with the team. We're always improving and this feedback helps a lot.

Replied September 2019

HOPE

Insurance, 2-10 employees

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed February 2020

rocket referral

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

Vendor Response

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

Replied December 2020

Dasha

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2017

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

PROS

Rocket Referrals is a fantastic software with an outstanding team! It allows a company to communicate and survey their customers in the best way possible. The software is capable of sending surveys, questioners, thank you cards, welcome e-mails and so much more. The best part; it can run completely on "auto" after you set up the preferences. Our agency started using Rocket Referrals a couple months ago and we have received so much feedback from our customers already. Not only does it allow us to follow up with customers without having to spend extra time on it, but it also teaches us how to be the greatest we can for our customers from the testimonies and survey responses. I recently participated in one of the Rocket Referral webinars and it was enlightening! Every time I have a conversation with someone at Rocket Referrals, I am always impressed with the passion each person has about Rocket Referrals and their clients. Your questions always get answered and everything is done in a very professional matter. Rocket Referrals is very simple to set up, run and use. I highly recommend Rocket Referrals to anyone!

CONS

Vendor Response

This review made our day Dasha. Helping you be the greatest agent you can be is our passion, keep up the great work!

Replied December 2020