Website: www.clientcircle.com
Contact: Matthew Smith, Business Development
Email: matthew@rocketreferrals.com
Phone: (515) 512-1515
ClientCircle
Affordable, intuitive, cutting-edge tools that deliver measurable results.
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Member Benefit
Informational webinars, group training, customized onboarding calls with trained account managers, support through phone calls, emails and chat. Large group discounts are available with a promotional agreement.
ClientCircle by Rocket Referrals automates client communications for insurance agents with a focus on improving client relationships, promoting word-of-mouth referrals, and increasing online visibility and reputation. Its cloud-based software leverages industry driven research to automate communication across e-mail, direct mail, text messages and third-party review sites to get clients to buy more, stay longer and refer their friends.
Company Highlights:
- Net promoter score surveys to track customer loyalty and identify unhappy customers
- Automated emails, handwritten cards, and text messages provide a personal touch at the right time
- Testimonials and Google reviews help agents get found online and be trusted by prospects