Built For Independent Insurance Agents By Independant Insurance Agents


We provide pre-built automated follow-up campaigns that will maximize your current lead-gen efforts. With Client Connect handling your follow-up efforts, you can stay focused on your day-to-day lead gen activities.

THANK YOU!

Thank You For Choosing Us. Your Trust In Our Services Means The World To Us.

Frequently Asked Questions

What Kind of Support Does Client Connect Provide?

Once you've signed up, our team will guide you through the onboarding process, setting up Client Connect to align with you and your business. We also provide 24/7 email support as well as an easy-to-navigate tutorial library for quick answers to your questions.

How Secure is Your Customer Data?

Data privacy and security are every company's obligation. That's why we ensure compliance with all governing laws and regulations, as well as provide extra protection against security breaches.

How Do Automations Work?

We provide comprehensive automation that will execute and automate workflows across your high-value business processes. Our smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot

Can I Cancel My Account at Any Time?

Agents can cancel at any time. No need to worry about obligations or contracts.

What Platforms Can You Integrate Client Connect With?

Our integration spans across multiple platforms for simple and seamless automation. We use Zapier to automate between 2,000 other applications with ease.