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One platform for multi-agency brokerages 


One platform for multi-agency brokerages 

Manage multiple agencies in one platform.

Sales, service and marketing.

At ClientCircle, we help large insurance organizations manage multiple agencies, offices and regions all in one place. Integrate new agencies quickly, keep your brand and client experience consistent and give every location tools that work. With strategy, messaging, analytics, compliance and support all aligned, you can scale your insurance brokerage without losing what makes each agency unique. 

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Made for insurance™

Multi-agency management

Manage multiple agencies and locations in one enterprise insurance platform, with unified visibility across your entire brokerage or network. 

Multi-location control

Standardize core processes and client experience across every office, while still allowing each agency to keep its local relationships and personality. 

Centralized client messaging

Centralize your messaging so every agency sends on-brand, compliant communication from one platform. 

Brand and campaign governance

Control brand at scale with prebuilt, tested campaign templates, guardrails for agents and flexible settings. 

Enterprise analytics and reporting

Roll up agency analytics to see performance, loyalty and retention by agency, region or producer in one dashboard with network-wide client insights. 

Sales, retention and data

Track sales and retention trends across your organization and connect to your data warehouse for deeper, custom reporting on every agency. 

Compliance, SSO and permissions

Meet enterprise-grade compliance with secure client communications, SSO, directory integration and permissions that control what teams can see and send. 

IT-friendly enterprise platform

Give IT and compliance a platform they can support, with centralized administration, audit-ready logs and an architecture built for large insurance organizations. 

Enterprise onboarding and support

Work with a dedicated account manager and enterprise customer success team for guided rollout, training, managed implementation and ongoing support. 

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

"ClientCircle provides our agency with an exceptional tool to engage our customers. It gives us better insight into our clients’ needs, and ultimately helps us grow our business. Its ease of use and automated features makes ClientCircle the perfect resource for any insurance agency, large or small."

Detrick Rothacker

Marshall+Sterling

Let’s schedule a quick demo