ClientCircle

What ClientCircle does

ClientCircle, legally Rocket Referrals LLC, is a Des Moines, Iowa-based software company that builds an all-in-one marketing automation and CRM platform purpose-built for insurance agencies. Founded in 2013 as Rocket Referrals and rebranded to ClientCircle in 2022, the company serves thousands of insurance agents across the United States, ranging from small independent agencies to large multi-location brokerages, carriers, and aggregators. The platform combines a customizable insurance CRM with sales and service pipelines, multi-channel engagement (email, text, web chat, direct mail including postcards), reputation and referral management, insurance-ready websites, and analytics, all consolidated into a single integrated system.

The product architecture is modular, anchored by ClientCircle CRM and extended through Sales Tools, Service Tools, Engagement, Reputation, Websites, Analytics, and Consulting modules, plus an Enterprise tier offering white-label, custom reporting, SSO, and dedicated account management. CircleAI provides generative content capabilities for websites and marketing campaigns, and proprietary algorithms produce likelihood-to-refer scores, NPS trends, and best-channel recommendations. The platform integrates natively with the major insurance agency management systems, including Vertafore AMS360, QQ Catalyst, HawkSoft, Applied, EZLynx, Veruna, Xanatek, and Momentum AMP, alongside Salesforce, Zapier, Google, Canva, and Facebook. Security posture is supported by SOC 2 Type 2 and HIPAA certifications.

ClientCircle operates a subscription-based revenue model with monthly and annual billing on a quote-based, customized pricing structure. The go-to-market is sales-led, with a consultative demo-based motion for SMB agencies and a dedicated enterprise field-sales motion for carriers, aggregators, and large multi-location organizations. Distribution is augmented by carrier and association endorsements, including Trusted Choice, Erie Insurance, Safeco, SIAA, and First Choice. The company is privately held and appears to be founder/management-owned, with no disclosed institutional investors and a headcount of 11-50 employees.

Name

ClientCircle

Legal name

Rocket Referrals LLC

Website

https://clientcircle.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

ClientCircle (formerly Rocket Referrals) is a Des Moines-based SaaS company that provides an all-in-one CRM, marketing automation, and engagement platform purpose-built for US insurance agencies, from small independent agents to multi-location brokerages, carriers, and aggregators.

Ownership category

akta.pro rank

Product category

Insurance Marketing Automation Software

NAICS

Other Management Consulting Services (541618), Agencies, Brokerages, and Other Insurance Related Activities (5242), Marketing Consulting Services (541613), Custom Computer Programming Services (541511)

SIC

Services-Management Consulting Services (8742), Services-Prepackaged Software (7372)

akta.pro primary industry

Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD)

Keywords

• Insurance marketing automation
• Insurance CRM software
• Agency sales pipelines
• Client engagement tools
• Reputation management

Headquarters

HQ city

Des Moines

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription Fees: Monthly or annual subscription fees based on selected plan features. Fees are billed in advance with automatic payment processing. Credits included in plans (e.g., for direct mail) may expire monthly and do not roll over.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

ClientCircle is an all-in-one insurance marketing automation and CRM platform that combines a customizable CRM, sales and service pipelines, multi-channel engagement (email, text, web chat, direct mail), reputation management, insurance-ready websites, analytics dashboards, and consulting services into a single integrated SaaS system for insurance agencies. The platform connects natively to leading agency management systems and is purpose-built for the insurance industry across personal and commercial lines.

Product overview

ClientCircle is an all-in-one insurance marketing automation platform that combines CRM, sales tools, service management, marketing automation, reputation management, analytics, and website building into a single integrated system. The core platform includes a customizable CRM (ClientCircle CRM) as the foundation, with modular products including Sales Tools, Service Tools, Engagement (multi-channel marketing), Reputation management, Analytics dashboards, Websites, and Consulting services. CircleAI provides integrated AI capabilities for content generation and insights. Enterprise-tier customers receive additional features including white-label options, advanced customization, single sign-on, custom reporting, and dedicated account management. The platform is specifically designed for insurance agencies and integrates with major agency management systems (AMS) including Vertafore AMS360, HawkSoft, Applied, and others.

Differentiator

Problem solved

Functional benefit

Products and services

• ClientCircle CRM Fully customizable insurance CRM for managing prospect and client relationships, tracking interactions, and organizing the book of business, built specifically for insurance professionals.
• ClientCircle Sales Tools Sales pipeline management for insurance agencies to build custom pipelines, track opportunities, automate follow-ups, and convert more prospects into clients.
• ClientCircle Service Tools Service pipeline management for insurance agencies to organize requests like renewals, policy changes, ID cards, and cancellations into structured workflows with automated follow-ups.
• ClientCircle Engagement Multi-channel marketing automation including email, text, web chat, direct mail, postcards, and automated campaigns designed for insurance agencies to connect with prospects and clients.
• ClientCircle Reputation Reputation management for insurance agencies including review collection, automated referral requests, loyalty surveys, and tools to identify at-risk clients and improve retention.
• ClientCircle Analytics Real-time analytics dashboards tracking sales, retention, communications, and performance metrics across the insurance agency.
• ClientCircle Websites Professional insurance agency websites with SEO, lead forms, web chat, testimonials, and content management tools that connect directly to the CRM.
• ClientCircle Consulting Consulting services in which ClientCircle's insurance marketing experts help agencies with campaigns, custom pipelines, marketing emails, and platform optimization.
• ClientCircle Enterprise Enterprise solution for large insurance organizations, carriers, aggregators, and multi-location agencies offering advanced customization, scalability, white-label options, custom reporting, single sign-on, and dedicated account management.
• ClientCircle Integrations Connectors that link ClientCircle to insurance agency management systems (Vertafore AMS360, HawkSoft, Applied, EZLynx, Veruna, Xanatek, Momentum AMP, QQ Catalyst) and third-party tools (Salesforce, Zapier, Google, Canva, Facebook, Dave Ramsey), enabling data synchronization and workflow automation without technical effort.

Quantifiable outcome

• Most agencies start seeing improvements in engagement, referrals, and follow-up efficiency within 30-60 days
• +1 more outcomes

Named customers9 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration15 records

AI capability8 records

Feature12 records

Partnerships

Eleven partnerships are on record, tiered core and minor.

• Vertafore (AMS360 and QQ Catalyst)coreTechnology or IntegrationNative integration with Vertafore's AMS360 and QQ Catalyst agency management systems, allowing agencies to sync data and streamline workflows.
• HawkSoftcoreTechnology or IntegrationIntegration with HawkSoft CMS for seamless data synchronization and workflow automation between platforms.
• Applied SystemscoreTechnology or IntegrationIntegration with Applied's agency management systems enabling data sync and workflow management.
• EZLynxcoreTechnology or IntegrationIntegration with EZLynx agency management platform for streamlined operations.
• VerunacoreTechnology or IntegrationIntegration with Veruna's insurance platform for agency workflow automation.
• XanatekcoreTechnology or IntegrationIntegration with Xanatek agency management system for data synchronization.
• Momentum AMPcoreTechnology or IntegrationIntegration with Momentum AMP agency management platform.
• Trusted ChoiceminorGTM or Marketing PartnerTrusted Choice partnership providing visibility among independent insurance agencies in the Trusted Choice network.
• Erie InsuranceminorGTM or Marketing PartnerCarrier partnership showcasing ClientCircle as a preferred vendor for Erie Insurance affiliated agencies.
• Safeco InsuranceminorGTM or Marketing PartnerCarrier partnership with Safeco for mutual marketing and agency enablement.
• SIAAminorGTM or Marketing PartnerPartnership with the Independent Insurance Agents of America organization.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• AgencyBloc: AgencyBloc provides CRM, marketing automation, and agency management specifically for insurance agencies—most directly comparable to ClientCircle's vertical SaaS offering for the same independent agent buyer.
• Radius (formerly Radiusbob): Radius is an insurance-specific marketing automation and engagement platform for agencies and carriers, overlapping with ClientCircle's Engagement, Reputation, and pipeline products.
• Insureio: Insureio offers an insurance-focused CRM, sales pipeline, and marketing automation suite targeting independent agents, directly competing with ClientCircle's core CRM and sales modules.
• NowCerts: NowCerts provides comparative rating and agency management software with CRM-like capabilities, competing for the same insurance agency technology budget as ClientCircle.
• Jenesis Software: Jenesis Software delivers agency management and CRM/marketing tools to independent insurance agencies, overlapping significantly with ClientCircle's book-of-business and engagement workflows.

Broad incumbents

• Applied Systems: Applied Systems is the dominant insurance agency management platform vendor and a key integration partner of ClientCircle. Its scale and embedded workflows position it as a broad incumbent competing for the same technology wallet.
• Vertafore: Vertafore provides insurance agency management systems (AMS360, QQ Catalyst) that integrate with ClientCircle. Its installed base and product breadth make it a broad incumbent in the same technology stack.
• HawkSoft: HawkSoft offers insurance agency management software to independent agencies, overlapping with ClientCircle at the book-of-business and pipeline workflow layer for the same buyer persona.
• EZLynx: EZLynx provides insurance agency technology including comparative rating and agency management, with embedded marketing features that overlap with ClientCircle's engagement product set.
• Salesforce: Salesforce's Financial Services Cloud and AppExchange ecosystem target insurance agencies with broad CRM and marketing capabilities—competing with ClientCircle especially at the mid-market and enterprise tiers.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/Client_Circle
• Facebookfacebook.com/ClientCircle
• LinkedInlinkedin.com/company/client-circle

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ClientCircle