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.
- 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