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™.

• Send communications and complete tasks without ever leaving HawkSoft.
• Create consistent prospect and client journeys automatically with our relationship management tool, Journeys.
• Manage your online reputation, stand out from your competition and win more business.
• Learn how your clients feel about you and build long-lasting relationships.
• Help your happiest clients tell friends, family and colleagues about you.
• Automate any campaign for any audience, made-for-insurance templates included.
• Manage communications, texting, web chat and third party messaging in one place.
• Keep track of all messages, feedback, revenue and other data in one dashboard.
• Get help from a real person when you need it. We'll help you grow your business.