CRM for insurance

Marketing automation for agents

Sell more insurance with ClientCircle

CRM for insurance

Marketing automation for agents

Let ClientCircle CRM take the work off your plate. We'll help you automate custom marketing campaigns, journeys and workflows for prospects, clients and your team. Just let us know what you want to accomplish and our system will do the rest. Trusted by thousands of agents, made for insurance.
Sell more insurance with ClientCircle

Made for insurance™

Client campaigns

Create custom campaigns for clients: renewals, cross-sells, onboarding, cancel-non-pays, win-backs and many more.

Prospect campaigns

Convert more leads with custom nurturing campaigns and journeys for any audience.

Employee workflows

Add employee tasks and notifications to make sure nothing slips through the cracks.

Form submissions

Automate multi-channel campaigns for leads that come through your website forms.

Campaign templates

Access pre-written campaign templates with sequences and content made for insurance.

Website cues

Add website cues to any campaign. We can recognize prior website visitors and send them personalized offers.

Email, texting and mail

Add emails, texts and even handwritten cards to any campaign. Throw in a gift card if you'd like.

Marketing automation

Automate agency workflows to help your team save time, sell more policies and improve retention.

Agency analytics

Access analytics for every campaign to evaluate results and make adjustments.

Let’s schedule a quick demo

Let’s schedule a quick demo

What are our clients saying?

Improve your Google ranking with ClientCircle
Google 5 star reviews

"From the amazing variety of services and capabilities of the platform, to the professional, PATIENT, and friendly can-do attitude, of both account managers I have had since starting with ClientCircle, I don't believe there is a better value in a client contact platform available on the market today."

Steve Bradfield

AIM-Texas LLC

Google 5 star reviews

"ClientCircle is an essential tool for independent agents. The ability to automate feedback emails, cross-selling campaigns, renewal reminders, and more makes everyone's lives easier. The existing integration to our agency management system helps things run smoothly, and our account manager is incredibly helpful and supportive of our goals. I would highly recommend this service."

Reagan Francis

BKCW Insurance

Google 5 star reviews

"I cannot tell you how ClientCircle has improved my communication with my insureds! From the personalized cards to the text ability within the system, ClientCircle has made me stand out from my competition! Also, the customer service and support is the best in the business. They truly care about my agency and my growth."

Sharon Wood

Sharon Wood Agency