ClientCircle
Marketing automation, CRM and communications platform built for insurance.
| Website | https://www.clientcircle.com (verified loads) |
|---|---|
| Pricing | not public / unverified |
| Last verified | 2026-10-19 |
AMS integrations
| AMS | Read / write | Source |
|---|---|---|
| HawkSoft | reads + writes back Two-way API integration | source product, checked 2026-10-19 |
| Applied Epic | read-only Nightly reports push Epic changes into ClientCircle | source product, checked 2026-10-19 |
| Momentum (NowCerts) | integration confirmed; read/write not stated | source product, checked 2026-10-19 |
| EZLynx | read-only EZLynx report upload | source product, checked 2026-10-19 |
| HawkSoft | vendor-level listing; read/write unverified Liberty Mutual Agent for the Future AI vendor database (lists official/verified partnerships), Oct 2025 update | source vendor (Liberty Mutual AFTF list), checked 2026-10-19 |
| Momentum (NowCerts) | vendor-level listing; read/write unverified Liberty Mutual Agent for the Future AI vendor database (lists official/verified partnerships), Oct 2025 update | source vendor (Liberty Mutual AFTF list), checked 2026-10-19 |
| Vertafore | vendor-level listing; read/write unverified Liberty Mutual Agent for the Future AI vendor database (lists official/verified partnerships), Oct 2025 update | source vendor (Liberty Mutual AFTF list), checked 2026-10-19 |
Description adapted from the source listing. Vendor? Send corrections.