ClientCircle

Great program and it just got even better. They are always ready to help you use their system if you need it. More useful to us than AI will be even.

Alison Medlar has been a fantastic introduction to what appears to be one of the best decisions I have made recently - to become a client of Client Circle. She took me by the hand from the day I joined, and patiently set up numerous meetings (as many as it takes, she said) to guide me through Client Circle's robust programs. She allowed me, a non-technology savvy insurance agency owner, to go at my own pace. Client Circle has a huge selection of already-built automated communications programs making me now look like a superstar to our clients, rather than the agent they previously never heard from. Instantly! With just a few pushes of a button, since Client Circle already has them all built, and customizable. Thank you so much Alison!

Rocket Referrals has been super awesome!! I LOVE the feedback we are getting from our clients through Rocket Referrals! It has really helped improve areas of our agency and we are learning what we could be doing better! I absolutely love that I can share the testimonials on our website and with our staff. It seems that before Rocket Referrals, we really never know how our clients felt about us. And our account rep Cori has been nothing less than amazing!!