InsuranceAgencyTools

ClientCircle Insurance Email review: pricing, automations and AMS connections for agents

By the IAT editorial team | Updated October 4, 2026

ClientCircle sends insurance emails, texts and handwritten cards from the policy data in your AMS. Renewal check-ins, welcome emails, surveys and review requests come ready to use.

It fits an agency that wants marketing tied to policy dates and is fine with a signed agreement. The base price comes by quote.

Best for
Agencies that want insurance emails, texts and mailed cards run from AMS policy data
Price
Quote only. Only add-on prices are published
Priced by
The features, users and contacts you choose
Free plan or trial
No free plan. Starts with a demo
Agency system sync
HawkSoft, Applied Epic, EZLynx, AMS360 and six more
Renewal emails
Yes, from policy renewal dates in your AMS
Insurance content
Yes, ready insurance templates and a library of articles and videos
Texting
Add-on at $15 per active user a month

Our take

ClientCircle is built for agencies, with lists by carrier, policy type and renewal date and ready campaigns for each. Mailed birthday cards and two-way texting per user round it out.

Two gaps stand out. There's no birthday email, and the base price comes only by quote.

Read the purchase agreement closely, since it sets your early exit fees.

Pros

  • Lists built from carrier, policy type and renewal date
  • Ready renewal, welcome, survey and review campaigns
  • HawkSoft gets notes and tasks sent back
  • Gmail and Outlook replies attach to the client record
  • Handwritten birthday cards mailed for you

Cons

  • The base price needs a quote
  • No birthday email automation
  • You build and apply the Do Not Send list yourself
  • No one-time mass texts
  • Website terms cap liability at $5

Plans and pricing

Screenshot of ClientCircle Insurance Email's pricing page at clientcircle.com
ClientCircle Insurance Email's pricing page at clientcircle.com, as it looked on October 8, 2026.

ClientCircle builds each plan from the features, users and contacts your agency picks, with monthly or yearly billing. The base price comes only with a quote, but three add-ons are listed.

Add-onPriceNotes
Extra contacts$40 a monthEach block of 1,500 contacts on a subscription plan
Texting$15 a monthPer active user
Agency website$200 a monthA website built and hosted by ClientCircle

Add-on prices as of October 2026, from clientcircle.com.

Good to know before you buy

  • Fees are prepaid and charged automatically by card or bank transfer.
  • Mailed cards and letters use monthly credits that expire if unused.
  • Campaign writing, automation setup and data cleanup are separate paid services.
  • Uploading and deleting addresses to stay under a contact limit is banned.

Which plan has it

ClientCircle sells license plans, where your client advisor changes contact limits, and subscription plans you adjust in account settings. Premium and the Engage product unlock the extras below.

FeaturePlan needed
Mass email builder for newslettersA license plan
Journeys that mix email, text, mail and tasksPremium
Emails, texts and cards in other languagesPremium
Follow-ups that differ for happy and unhappy clientsPremium, or a license plan with Engage
Changing users and contacts yourselfA subscription plan, in account settings

AMS and CRM connections

Data flows from your AMS into ClientCircle. HawkSoft is the only one that also gets notes and tasks sent back, and a sidebar shows ClientCircle inside HawkSoft.

Connects toHowWhat comes inHow often
HawkSoftDirect integrationContacts, policies and optional custom fields. Notes and tasks go backOvernight, with a manual refresh
Applied EpicScheduled reportsClients, policies and prospectsNightly
EZLynxScheduled or uploaded reportsClients, policies and prospectsDaily
Agency MatrixScheduled reportsCustomers and policiesDaily
XanatekIntegration and scheduled reportsCustomers, with policies by reportOvernight
Momentum AMPIntegrationClient recordsOvernight
AMS360, Amplo (formerly Veruna) and QQCatalystIntegrationCustomer or contact recordsAsk about timing
Partner PlatformDirect integrationClient recordsAutomatic
SalesforceData syncAsk about fieldsAutomatic

An API, Zapier and webhook steps in journeys cover other systems. Field mappings for AMS360, Amplo (formerly Veruna), QQCatalyst and Partner Platform aren't published, so ask which policy dates come across.

Contacts and policy data

Policy data it holds
Policy type, category, carrier, premium, policy count and last purchase date
Client data
Birthday, spouse's birthday, language, assigned producer or CSR, client-since date and status
Where dates come from
Your AMS integration or uploaded policy reports. On EZLynx the birthday report month is moved forward by hand
Segments
Lists by carrier, policy type, status, policy count or upcoming renewal. They update as data changes
Fixing data
Correct it in your AMS. The next import brings the change across

Automations

Renewal emails
Clients join an upcoming renewal list from their policy dates. Send automatically or approve each one
Welcome emails
Once per new client, from the first policy's start date
Purchase follow-up
60 days after a new purchase
Birthdays
Handwritten cards mailed to arrive within a day of the birthday. There's no birthday email automation
Satisfaction surveys
Twice a year, with follow-ups that differ for happy and unhappy clients on Premium
Journeys
Multi-step mixes of email, text, mailed cards, tasks and waits, on Premium
Send rules
Day and hour windows in each client's time zone, federal holiday blocks and limits on how often one person hears from you

Content and templates

Insurance content

  • Renewal check-ins and welcome emails
  • Purchase follow-ups
  • Satisfaction surveys and review requests
  • Client Connect library of articles, videos and podcasts

Compliance review

The terms make your agency responsible for checking all suggested and AI content. Check carrier and state rules before you send.

Newsletter builder
Images, video, headers and colors, on license plans
AI writing
CircleAI drafts or rewrites a message from a prompt or a tone
Client Connect
Pick articles and videos, then edit the title and description before sending to a list or everyone

Sending and deliverability

Domain setup
You hand ClientCircle a subdomain with NS records, or add CNAME and TXT records instead. These let it send as your agency
Who sets it up
Your web or IT team. ClientCircle writes them a draft email with the steps
Time to verify
48 to 72 hours
Your own mailbox
Gmail and Outlook connect. One-to-one email sends through your mailbox and replies attach to the client record
Marketing email
Sends through ClientCircle
List health
Reports flag missing and bad addresses with the reason. Outside email checking is available

Texting

Price
$15 per active user a month
Numbers
A line for each user plus a main agency line
Two-way
Yes, with conversations saved on the client record and iPhone and Android apps
Mass texts
No one-time mass texts. Campaigns and journeys can include texts
Registration
A local number needs your federal tax ID, a privacy policy and a texting consent checkbox. Toll-free numbers need nothing up front

Reporting

What it tracks

  • Delivery
  • Opens and clicks
  • Activity on each client
  • Automations and one-time sends

Totals leave out surveys, review requests, Client Connect and welcome emails. Apple Mail loads some emails on its own, so treat open rates as rough.

Getting started

  1. Book a demo

    ClientCircle helps you choose features and users for a quote.

  2. Connect your AMS

    Set up the integration or schedule reports with clients, policies, prospects and birthdays.

  3. Map your columns

    Match the customer number to the account number first.

  4. Set up your domain

    Send the draft email to your IT team for the DNS records.

  5. Turn on campaigns

    Choose automatic sending or approve each email.

Onboarding and training are included. Paid services can write campaigns and clean up data.

Contract and your data

Term
Set in your signed purchase agreement
Price increases at renewal
Capped by the percentage in your agreement. Without one, prices can change at the end of a billing cycle with notice
Canceling
Formal notice as your agreement says. Stopping use doesn't cancel
Leaving early
Your agreement sets the share of remaining fees due, plus repaying discounts
Late payment
1.5% a month, suspension after 15 days and the full term due after 30
Billing disputes
In writing within 60 days of the charge
Your list
You own it. Download contacts by an emailed spreadsheet link
After you cancel
Data is deleted from live systems within 60 days. Backups may keep some for up to five years
Liability
The website terms of use cap it at $5. Your signed agreement may differ

From ClientCircle's website terms of use, checked October 2026. A signed purchase agreement or order form overrides them, and Iowa law applies.

ClientCircle Insurance Email alternatives

See every option in email marketing software for insurance agents.

Frequently asked questions

How much does ClientCircle cost?

The base plan is quote only, so the cost for 1,000 or 5,000 clients depends on the features and users you pick. Published add-ons include $40 a month for each extra 1,500 contacts and texting at $15 per active user.

Which AMS does ClientCircle connect to?

HawkSoft, Applied Epic, EZLynx, AMS360, Agency Matrix, Xanatek, Momentum, Amplo (formerly Veruna), QQCatalyst and Partner Platform. Several work through scheduled reports rather than a live link.

Does ClientCircle send birthday emails?

No. It mails handwritten birthday cards instead, timed from the birthday in your AMS.

Can ClientCircle send texts?

Yes, at $15 per active user a month. Each user gets a line, and campaigns can include texts.

Can I cancel ClientCircle anytime?

Only as your signed agreement allows. It sets the notice and any share of remaining fees due.

How we researched this review. We based this review on the pricing, terms and product pages published by ClientCircle Insurance Email, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.

Corrections

Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan ClientCircle Insurance Email quit selling or a contract term that reads different now, let us know and send the link to the page where ClientCircle Insurance Email has it. Somebody here pulls up that page and checks it before we change anything on ours.

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