Revisiting ClientCircle with Torey Maerz

In this episode of the IP podcast, Brad Boldt reconnects with Torey Maerz, co-founder and CEO of ClientCircle, for an update on the platform since his last appearance on the podcast in 2024. What started in 2013 as an NPS and referral tool has grown into one of the most customizable marketing automation platforms in the independent agency space. Torey walks through what's new — including a HawkSoft client create integration, a fully customizable user interface, and a robust analytics dashboar...