ClientCircle blog

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.

When we email our family, friends or colleagues, we don’t use fancy designs, embedded pictures or elaborate signatures. We type up a few lines, include a link and hit “Send.”

These emails get read. So why don’t businesses use the same approach with clients? Those that do are ahead of the game.

Who sends the best cards? Grandma.

Because grandma really cares. She knows when your birthday is, she plans ahead, she always writes a sweet note and sometimes she even includes some cash or a gift card.

If you're still on the fence about sending holiday cards to your clients, here's a list of seven reasons why you should absolutely go for it every year.

72% of unhappy clients point to poor or lack of communication as the main reason they’re unhappy with their insurance agent. If you aren’t communicating with your clients regularly or in a way they expect, and in ways that are pleasantly unexpected, the relationship can deteriorate quickly.

Email is an easy and inexpensive way to stay in touch. So how come it can often feel like it’s not working? The success of your email communications comes down to three things: how many client email addresses you have, what kinds of emails you’re sending and how personalized they are.

Before we dive into the content of your client emails, let’s start with email addresses.