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Manage your agency's sales process in one platform.  

Manage your agency's sales process in one platform.  

Sales pipelines built for insurance—so every opportunity moves forward the way you want it to.

At ClientCircle, we make it easy to turn leads into clients. With sales pipelines, you can manage every opportunity from quote to close in one simple, customizable view. Automate follow-ups, assign tasks and see exactly where each deal stands. Whether you’re an individual producer or part of a larger brokerage, you’ll sell more policies with fewer missed steps and less busywork. 

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Made for insurance™

Custom pipelines

Build a pipeline that fits your sales process—from new lead to quoted, follow-up on and closed. No generic steps, just the ones that match how your agency sells. 

Automated actions

Add automations at every stage to send emails, create tasks or trigger follow-ups so the right things happen at the right time.

Tasks that drive follow-through

Assign next steps to the right people on your team. Tasks keep deals moving and make handoffs clear so nothing slips through the cracks. 

Team collaboration

Work on leads in one shared view. Everyone can see progress, next steps and who’s responsible, improving accountability and coordination.

Sales dashboard

View all deals, quotes and closed sales at a glance. Whom you need to follow up with, what’s quoted, what’s closed—it’s all in one place.

Performance reporting

See what’s working and where to improve. Monitor conversion rates, deal value and individual performance to guide your team with data. 

Follow-up automation

Automatically send emails or reminders after quotes or meetings to keep conversations moving—without manual effort.

Integration with service workflows

Once a deal closes, seamlessly hand it off to your service team to manage onboarding or renewals—all within the same platform.

Built for everyday use

Sales pipelines make ClientCircle your daily sales tool—everything you need to sell is right here.

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

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