Never miss a beat again: Tasks and notes for insurance agents are here!

With tasks and notes from ClientCircle, your whole team can stay aligned, move faster and keep every client interaction on track.

Get a firsthand look at tasks and notes with our CEO, Torey Maerz, in this mini webinar:
- Create tasks tied directly to contacts, accounts or opportunities
- Assign follow-ups to teammates so responsibilities are clear
- Track task progress and completion in real time
- Add notes and comments to keep everyone in the loop
- Centralize all client- and sales-related activities in one place

Can’t make it? No worries! Register anyway and we’ll send you the replay.