NEW: Send letters with ClientCircle

Building strong client relationships means choosing the right kind of message for the right moment.

Some communications require a more formal approach with ample space for all the information you may need to include.

That’s why we’re adding letters to ClientCircle.

Letters are perfect for:

• Policy renewal notices
• Annual enrollment updates
• Important policy change notifications
• Onboarding communications for new clients
• Claims follow-ups
• Market and industry updates
• General outreach and client check-ins
• And any other needs you may have

Effortless mailing and tracking

With our new letters feature, you can:

• Choose a template or upload your own documents
• Add your branding for a professional touch
• Have us handle the printing, stamping, and mailing—all hassle-free, saving you valuable time
• Approve your letters manually or set them on auto
• Track your sent letters just like you track cards
• Use MS Word mail merge to personalize each letter

Just like our handwritten cards, all letters are personalized to your contacts. You can send one-off letters to individual clients or prospects, or you can send letters in bulk to custom lists and as part of a campaign.

ClientCircle Credits

To make things easy, we’re introducing a flexible credit system: ClientCircle Credits.

Instead of managing separate balances of cards and letters, you’ll have one set of credits you can use for either one. Want to send a mix of handwritten cards and letters? No problem. The choice is yours, and our system makes it easy for you to pick what you need.

We know you have questions

Read this Q&A to learn more about letters and ClientCircle Credits

Want to see letters in action?

• If you’re a ClientCircle customer, visit “Service and support” on your dashboard.
• If you’re new to ClientCircle, schedule a demo with an account executive today.