rocket referrals
marketing and advertising company in Des moines, United states
Founded: 2012
11-50
Des moines, United states
marketing and advertising
About
- All-in-one marketing automation platform specifically designed for insurance agencies, offering CRM, insurance websites, referrals, communications, retention, texting, and more to help agencies retain, sell, and grow their business.
Key Services & Benefits
Marketing automation platform
Customer Relationship Management (CRM)
Insurance-specific websites with CMS and CircleAI
Reputation management and review tracking
Client retention tools
Automated referral systems
Campaign management with insurance templates
Multi-channel communications (texting, web chat, messaging)
Custom forms and automated campaigns
Targeted messaging and clear calls to action
Advanced analytics and dashboards
Handwritten card automation
CircleAI content generation and sentiment analysis
Enterprise solutions for large organizations
Seamless integration with management systems
Real-person support for business growth
Target Customers
- Insurance agencies seeking to streamline their marketing and client management processes
- This includes small to medium-sized agencies looking to improve prospect conversion, enhance client retention, manage multi-channel communications effectively, and automate referrals
- Ideal for agencies that require tailored solutions specific to the insurance industry.
Unique Value Proposition
- ClientCircle provides a specialized, all-in-one marketing automation solution tailored exclusively for insurance agencies
- It integrates CRM, professional websites, automated referrals, multi-channel communications, and advanced analytics into a single platform
- Unique features like CircleAI for content generation and sentiment analysis, along with automated handwritten cards, set it apart from generic CRM and marketing tools.
Social Media
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