ClientCircle blog

One of the greatest strengths of independent insurance agents is your personalized service and in-depth knowledge of all things insurance. You make sure your clients have the right coverage to protect their families and businesses, helping them when something unexpected happens.

You deserve to have someone who does the same for you.

When evaluating software to help you run and grow your agency, here are some things to look for, especially when it comes to service and support after you make the purchase.

When you’re starting out as an independent insurance agent, it’s tough to stay competitive and win new clients. Your budget is tight, and you need an affordable way to grow your book of business.

So where do you begin? Here are three ways to set yourself apart.

The holidays are right around the corner. And nothing says you care about your customers and appreciate their business more than a personalized, handwritten card during this special time of the year.

If you plan on sending holiday cards this year, review our detailed schedule to make sure you don’t miss a date.

Ready for the shortest blog post you will ever read?

We recently changed our name, and that’s really going to confuse Google for a while. Although our name is one word—ClientCircle, Google will take some time to learn that both ClientCircle and Client Circle should take you to our website.

If one isn't working, try the other one, until Google catches up. Thank you!

That is all.

In October of 2022, we changed the name of our platform for insurance agencies. Here's everything you need to know.

Why are you changing your name?

We made this change because we’re ready for a product name that represents the entire range of features and services we offer insurance agents.

When we launched Rocket Referrals almost 10 years ago, we set out to help insurance agents grow their business through automated referrals, and our name reflected that purpose. Since then, we have grown and expanded our product to include a complete suite of sales, marketing, and communications tools and services that help insurance agencies grow.

The name ClientCircle better describes everything our platform offers today.

What does the new name mean?

The name ClientCircle reflects our commitment to helping insurance agents have happier clients and make more sales by managing the full customer journey—from prospecting to cross sales to building long-term, meaningful relationships.