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ClientCircle
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When a client or a prospect visits your website, it’s a perfect opportunity to connect with them, drive sales and improve retention.

Join Torey Maerz, ClientCircle CEO, to see our newest feature, Cues, in action.

In this webinar, Torey will ...
  • Thursday, March 28, 2024 · 12:00 PM CDT
    The last few years have been challenging for the insurance industry—natural disasters, premium increases, carriers pulling out of markets, regulatory changes—the list is long.

    How do you retain your clients in this environment while navigating al...
  • Tuesday, January 30, 2024 · 12:00 PM CST
    Learn about efficient software solutions that can help your agency navigate the challenges the insurance industry is facing.

    In this webinar, we will cover: 
    - How you can automate your renewal process 
    - How you can respond to quote requests i...
  • Wednesday, August 2, 2023 · 11:00 AM CDT
    Join Chris Cline, Executive Director - ACT, and Torey Maerz, co-founder and CEO, ClientCircle, to learn about the latest in insurtech: trends to watch, tools to invest in and fads to avoid.

    Chris and Torey will discuss:
    - Which tools are an absol...
  • Thursday, May 18, 2023 · 12:00 PM CDT
    What if we told you there is a better way to manage prospect and client relationships than the traditional, manual approach of moving contacts from column to column?

    Join Torey Maerz, CEO of ClientCircle, to see the Journeys CRM in action. It's d...
  • Thursday, March 23, 2023 · 12:00 PM CDT
    Are you ready for a website that connects your tools and automates your workflows?

    Join ClientCircle CEO, Torey Maerz, to see our new made-for-insurance websites in action.

    Here are just some of the things Torey will share:

    - How websites from...
  • Wednesday, February 15, 2023 · 12:00 PM CST
    Formatted email newsletters with images and links have become the standard of marketing. Every business out there has some kind of a newsletter. But just because everyone is doing it—doesn’t mean you should.

    In fact, when it comes to insurance, g...
  • Tuesday, August 23, 2022 · 3:00 PM CDT
    Join us to learn how you can continue to grow your agency and outpace your competition in today's economic environment with tools from Rocket Referrals and HawkSoft.
  • Wednesday, May 18, 2022 · 1:00 PM CDT
    Join us to learn how you can sell more policies by automating your agency’s communications and cross-sells.

    In this webinar, Salar Baktash, founder of Let’s Insure! agency, and Jim Weber, owner of Weber Insurance, will share:
    - How they use autom...
  • Thursday, February 10, 2022 · 1:00 PM CST
    Join us to learn how Rocket Referrals can help you improve retention, build better relationships with clients, automate cross-selling and grow your agency with tools made for insurance. Rocket Referrals connects directly to your data in NowCerts u...
  • Tuesday, October 12, 2021 · 1:00 PM CDT
    In this webinar, we'll talk about:
    - The customer journey and how modern consumers shop for insurance
    - Where you need to focus your marketing efforts to turn more prospects into clients
    - The tools you need to convert more prospects regardless o...
  • Tuesday, July 13, 2021 · 1:00 PM CDT
    Join us to see the new web chat from Rocket Referrals in action. Designed specifically for insurance, our web chat is the latest addition to the Rocket Referrals app allowing you to connect with your clients in a way that works for them and withou...
  • Tuesday, April 20, 2021 · 12:00 PM CDT
    Join us to learn how Rocket Referrals can help you improve retention, create your own custom cross-sell campaigns and grow your agency with many other features you’ll love. Rocket Referrals connects directly to your data in HawkSoft updating your ...
  • Wednesday, March 20, 2024 · 1:00 PM CDT
    It's been a challenging couple of years for the insurance industry—natural disasters, premium increases, carriers pulling out of certain markets, shifting regulatory changes—the list goes on.

    How do you retain your clients in this new environment...
  • Monday, February 5, 2024 · 9:00 AM CST
    Join us for ClientCircle office hours

    During this session, you'll get to see our retention tools in action and get answers to your ClientCircle questions. If you're a Vertafore Client Communications (VCC) user, this office hours is for you too. ...
  • Thursday, February 1, 2024 · 1:00 PM CST
    Join us for ClientCircle office hours

    During this session, you'll get to see our retention tools in action and get answers to your ClientCircle questions. If you're a Vertafore Client Communications (VCC) user, this office hours is for you too. ...
  • Tuesday, January 30, 2024 · 4:00 PM CST
    Join us for ClientCircle office hours

    During this session, you'll get to see our retention tools in action and get answers to your ClientCircle questions. If you're a Vertafore Client Communications (VCC) user, this office hours is for you too. ...
  • Monday, January 29, 2024 · 12:00 PM CST
    Join us for ClientCircle office hours

    During this session, you'll get to see our retention tools in action and get answers to your ClientCircle questions. If you're a Vertafore Client Communications (VCC) user, this office hours is for you too. ...
  • Tuesday, November 14, 2023 · 1:00 PM CST
    Introducing something new: ClientCircle office hours

    Join us to learn about the latest ClientCircle features and get answers to your ClientCircle questions. If you use Vertafore Client Communications, this session is for you as well.

    - We’ll kic...
  • Monday, November 13, 2023 · 1:00 PM CST
    Introducing something new: ClientCircle office hours

    Join us to learn about the latest ClientCircle features and get answers to your ClientCircle questions. If you use Vertafore Client Communications, this session is for you as well.

    - We’ll kic...
  • Monday, July 17, 2023 · 1:00 PM CDT
    Join Chris Cline, Executive Director - ACT, and Torey Maerz, co-founder and CEO, ClientCircle, to learn about the latest in insurtech: trends to watch, tools to invest in and fads to avoid.

    Chris and Torey will discuss:
    - Which tools are an absol...