Agency Intelligence: The Insurance Podcast Network

Agency Freedom: E106: Torey Maerz On Rocketing Into A New Circle

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In this episode, James talks with Torey Maerz, Founder, and CEO of Client Circle.


To learn more about Client Circle, visit https://www.clientcircle.com/.

Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com

Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom

Email us at [email protected] with ideas, questions, complaints or your favorite grilling recipe.


Episode Highlights:

  • Torey explains why the company rebranded from Rocket Referrals to Client Circle and outlines its plan to gradually phase out the old name. (9:11)
  • Torey shares the story of how they created the system for handwritten cards and highlights the company's commitment to customization. (17:51)
  • Torey discusses their “Journeys” product, which is goal-based and helps track data. (24:11)
  • Torey explains the process of building pre-built automation and taking client requests for new features and emphasizes the insurance focus of their platform. (34:50)
  • James mentions that while robots are skilled at detecting context and inference, they struggle with understanding subjective things such as sarcasm and humor. (41:05)
  • Torey believes that the insurance industry is slow to adopt new technology due to its risk-averse nature and the difficulty of changing established systems. (46:50)
  • Torey mentions that their focus is on providing value to customers to generate revenue and that they do not accept investments, so all customer revenue is invested back into the company. (53:07)


    • Key Quotes:

    • “The system that you are using with Client Circle now to send cards is one that I invented almost 10 years ago. And now, it's grown to a fact where I have relationships with paper vendors that literally make the paper out of pulp for us, make the envelopes because they're perfectly designed to work with those with our handwriting tech.” - Torey Maerz
    • “Our customers are paying for new features, you know, you're not just paying for the service you have, but you're paying to that will continue to build and add new things on. And so, we look at all of our customers as investors in the company. And that means that we need to constantly provide value. And so everything always comes back to that.” - Torey Maerz
      • ...more
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