Data analytics for insurance agencies | Feature | ClientCircle
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Turn data into decisions

Good decisions come from having the right information at your fingertips. With Analytics from ClientCircle, you’ll have everything you need to transform data into meaningful and actionable insights.

Business analytics from ClientCircle

Business decisions backed by data

We combine your data with ClientCircle metrics to give you a holistic view of your business.

Analytics sales dashboard from ClientCircle

Our filters make navigating your data a breeze

Monitor your dashboards regularly to watch for trends and make quick decisions as things change.

Track sales, retention, churn and more with ClientCircle and Analytics

Track sales, retention, churn and more

Filter and save the metrics you want to see with ClientCircle and Analytics

Filter and save the metrics you want to see

Combine saved charts into a customized overview with ClientCircle and Analytics

Combine saved charts into a customized overview

Control who can view and access dashboards with ClientCircle and Analytics

Control who can view and access dashboards

See how activities and events affect other metrics with ClientCircle and Business Analytics

See how activities and events affect other metrics

Navigate and adjust dashboards to fit your needs with ClientCircle and Analytics

Navigate and adjust dashboards to fit your needs

Ready to make informed decisions? Schedule a demo with us:

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ClientCircle and their team have been top notch from the very beginning. They went above and beyond to make sure we understood their platform and how to maximize our return on it.

John Lyons

Insurance One

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