About ClientCircle
ClientCircle is a Financial Services company based in Des Moines (United States) founded in 2012. Agency management software for insurance sectors is provided. ClientCircle offers products and services including CRM, Websites, Reputation, Retention, and Referrals. Its focus areas include FinTech, Insurance IT, Insurance Policy Solutions and Software for Insurance Intermediaries. Its competitors include Keystone Agency Partners, Agentero and Zywave; 1 of its 3 listed competitors has raised funding.
Company details
ClientCircle was founded in 2012 and is headquartered in Des Moines, United States. Agency management software tailored for the insurance sector is developed and maintained by the company. Core operations involve delivering tools that streamline administrative tasks, client interactions, and compliance needs for insurance agencies. Services are extended primarily to U.S.-based firms, with a focus on enhancing operational efficiency through digital platforms.
Products & Services of ClientCircle
ClientCircle offers a comprehensive portfolio of products and services, including CRM, Websites, Reputation, Retention, and Referrals.
Automates prospect and client journeys for insurance agencies.
Creates functional websites to convert prospects and retain clients.
Manages reviews and search visibility for agencies.
Monitors client sentiment to maintain long-term relationships.
Automates tools for clients to share positive experiences.
Enables automated campaigns with insurance-specific templates.
Manages multi-channel communications in one application.
Transforms data into actionable business metrics.
Sends custom cards and letters to clients and prospects.
Collects information to automate marketing campaigns.
Apps and channels of ClientCircle
its YouTube channel ClientCircle has 176 subscribers and 30 videos.
Videos from ClientCircle
The most watched videos on ClientCircle's YouTube channel, ClientCircle (176 subscribers). Click a video to play it here.
More on ClientCircle.
Competitors of ClientCircle
ClientCircle has 3 listed competitors in our database, 1 of them funded. They include Keystone Agency Partners, Agentero and Zywave.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| keystoneagencypartners.com | 2020 | Harrisburg, United States | 418 | Insurance agency management solutions are provided to the industry. | ||
| agentero.com | 2017 | Berkeley, United States | $23.5M | App-based management solutions for insurance agents are offered. | ||
| zywave.com | 1995 | Milwaukee, United States | 679 | Cloud-based agency management solutions are provided for the insurance industry. |
Detailed competitors of ClientCircle
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Web traffic of ClientCircle
The website of ClientCircle (clientcircle.com) receives about 2.5K visits a month.
- Monthly visits2.5K
▲ 21.8% vs previous month
Websites whose visitors overlap most with ClientCircle. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| opterrix.com | 92% | 4.6K | #3,692,199 | View details |
Top companies in Insurance Technology & Support Services
3 companies that operate in the same segment as ClientCircle (Insurance Technology & Support Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based platform for property and casualty insurance is provided. | 2001 | San Mateo, California, United States | USD 1.48 B | 226 | ||
Claims administration, loss adjusting, and benefits management services are provided. | 1969 | Memphis, Tennessee, United States | USD 2.63 M | |||
Online property and casualty insurance is provided for businesses. | 2017 | San Francisco, California, United States | USD 800 M | 699 |
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Frequently Asked Questions about ClientCircle
ClientCircle was founded in 2012.
ClientCircle is headquartered in Des Moines, United States. It is registered at Des Moines, Iowa, United States.
ClientCircle was founded in 2012 and is headquartered in Des Moines, United States. Agency management software tailored for the insurance sector is developed and maintained by the company. Core operations involve delivering tools that streamline administrative tasks, client interactions, and compliance needs for insurance agencies. Services are extended primarily to U.S.-based firms, with a focus on enhancing operational efficiency through digital platforms.
ClientCircle's top competitors include Agentero, Keystone Agency Partners and Zywave.
ClientCircle offers CRM, Websites, Reputation, Retention, and 6 more products and services.