Overview
ClientCircle (formerly Rocket Referrals) is an all-in-one marketing automation and CRM platform built specifically for insurance agencies. Founded in 2013 in Des Moines, Iowa, the company helps independent agents and agencies sell more policies and build stronger client relationships through automated marketing, NPS-driven engagement, referral programs, and reputation management.
The platform combines CRM, website builder, automated review collection, referral generation, cross-sell campaigns, text messaging, and handwritten cards into a single solution designed exclusively for insurance. ClientCircle integrates with leading agency management systems (AMS) including Vertafore AMS360, HawkSoft, QQCatalyst, EZLynx, and Applied Epic, enabling agencies to leverage existing client data without manual entry.
Rocket Referrals, the parent company, rebranded its retail insurance platform to ClientCircle in October 2022 to better reflect the growing suite of products that manage the full customer journey. Rocket Referrals continues to power white-label and enterprise solutions, while ClientCircle is the product available directly to insurance agents. The company reports $3.5M in revenue with a team of approximately 33 employees.
Products & Services
CRM
Comprehensive customer relationship management platform designed for insurance agencies. Manages the full lifecycle from prospect to policy renewal, organizing contacts, tracking interactions, and automating follow-ups.
Key Features
- Contact and policy management
- Pipeline and opportunity tracking
- Automated workflow triggers
- Client segmentation and tagging
Target Users: Insurance agents, agency staff
Marketing Automation
Automated marketing campaigns built specifically for insurance, including onboarding sequences, retention campaigns, cross-sell workflows, and seasonal outreach.
Key Features
- Pre-built insurance-specific campaign templates
- Cross-sell automation for multi-policy growth
- Welcome and onboarding email sequences
- Carrier-specific welcome campaigns
Target Users: Insurance agents, agency marketers
NPS & Client Feedback
Net Promoter Score (NPS) survey system that measures client loyalty and identifies promoters, passives, and detractors. Surveys are sent at optimal times via email or text to maximize response rates.
Key Features
- Automated NPS survey distribution
- Real-time loyalty scoring and analytics
- Promoter identification for referral targeting
- Response-triggered follow-up workflows
Target Users: Insurance agents, agency owners
Reviews & Reputation Management
Automated review collection system that encourages satisfied clients to leave reviews on Google, Facebook, and other platforms, boosting agency visibility and local search ranking.
Key Features
- Automated review request via text and email
- Multi-platform review posting (Google, Facebook)
- Review monitoring and alerts
- Reputation analytics dashboard
Target Users: Insurance agents, agency owners
Referral Management
Referral generation engine that identifies promoters through NPS surveys and activates them with automated referral requests, tracking referral sources and conversion.
Key Features
- NPS-driven promoter identification
- Automated referral request campaigns
- Referral tracking and attribution
- Handwritten thank-you card triggers
Target Users: Insurance agents
Text Messaging
Two-way text messaging platform for one-on-one client conversations and automated campaign delivery, including NPS surveys and review requests via SMS.
Key Features
- Two-way SMS conversations
- NPS surveys via text
- Review requests via text
- Broadcast messaging for campaigns
Target Users: Insurance agents, agency staff
Handwritten Cards
Physical mail automation that sends personalized handwritten birthday cards, thank-you notes, welcome cards, and loyalty cards to clients on behalf of the agency.
Key Features
- Automated birthday and anniversary cards
- Welcome and thank-you cards
- Loyalty recognition cards
- Personalized handwritten style
Target Users: Insurance agents
Website Builder
Insurance-specific website builder that creates professional agency websites optimized for lead generation and local search.
Key Features
- Insurance-specific templates
- Lead capture forms
- SEO optimization
- Mobile-responsive design
Target Users: Insurance agents, agency owners
At a Glance
- Founded
- 2013
- Headquarters
- Des Moines, Iowa
- Employees
- 11-50
- Funding
- Seed
Category & Focus
- Category
- Customer Engagement
- Subcategories
- Agency Marketing Referral Management Client Retention CRM
- Insurance Verticals
- P&C Life & Annuity
- Target Customers
- Agents/Agencies
Customers
- Foresight Insurance (2,100+ referrals since 2017)
- Blue Valley Insurance Agency (809 new customers from referrals)
- Bigham Insurance (NPS improved 12 points to 94)
- Bryan Insurance Group (223 Google reviews, 4.9-star rating)
- Path Insurance
- Cowart Agency
- FirstChoice agencies
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Last updated: 2026-03-25