With ClientCircle, you'll have happier clients and more sales.

What makes us unique?

With ClientCircle, insurance agents have everything they need to grow their agency in one platform. Our two-way API integration with HawkSoft helps agencies add automated communications, retention, referrals and CRM capabilities to their agency management system.

And just for HawkSoft users, we built Sidecar. With Sidecar, you can see an updated view of a customer in ClientCircle simultaneously as you are working on that client's record in HawkSoft. Send communications and complete tasks without ever leaving HawkSoft.

Features and Workflow

ClientCircle is a leading insurance communications platform in the U.S. Our all-in-one solution helps insurance agencies manage customer relationships, collect and analyze feedback, improve retention and reputation, collect reviews and testimonials, grow referrals, automate cross-selling, build websites made for insurance, and send communications spanning multiple channels. ClientCircle - happier clients, more sales™.

• Unified Inbox & Communications: Manage all client interactions—texting, web chat, and third-party messaging—in one place without ever leaving HawkSoft.
• Automated "Journeys" & Campaigns: Create consistent client journeys automatically using pre-built, insurance-specific templates for any audience.
• Reputation & Referral Engine: Automatically gather client sentiment to build long-lasting relationships, drive 5-star reviews, and encourage referrals from your happiest clients.
• Pipeline Management for Sales & Service: Build custom pipelines to track sales opportunities and streamline service requests, automating every step to close more business.
• Centralized Data Dashboard: Keep track of all messages, feedback, revenue, and other critical data in a single view to monitor your agency’s health.
• Expert Support & Strategy: Get help from real people and work with insurance marketing experts to optimize your content, campaigns, and automations.