# Torey Maerz

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Episode 212: Inside The Circle

All things AI today as I speak with Torey Maerz the co-founder of Rocket Referrals turned Client Circle. We explore how AI can be used to better personal communication for companies while still keeping the human touch. Torey shares with us his personal story and how it shaped their company’s values…

IA Advantage: ClientCircle: New Name, New Offering for Independent Agents

Chip learns the story behind Rocket Referrals' name change when he and Torey Maerz, CEO of ClientCircle and veteran IA channel insurtech leader, catch up for the first time since COVID.

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

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 Conn…

E106: Torey Maerz On Rocketing Into A New Circle

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 Conn…

Torey Maerz: Innovating Customer Engagement With ClientCircle

In this episode of Agents Influence podcast, host Jason Cass interviews Torey Maerz, Founder and CEO of ClientCircle. Episode Highlights: Torey mentions that AI has evolved and improved significantly, leading to the rebranding of their AI as Circle AI, which has allowed for greater efficiency an…

ClientCircle, Pt. 1 - Torey Maerz

In this episode of the Insurance Perspectives podcast, Torey Maerz discusses how ClientCircle can help an agency manage their online reputation, retention campaigns, and automated marketing.Learn more about ClientCircle:https://www.clientcircle.com/https://www.facebook.com/ClientCirclehttps://www.i…

ClientCircle, Pt. 2 - Donna Cowart

In this episode of the Insurance Perspectives podcast, Donna Cowart of Cowart Insurance Agency talks about how ClientCircle brings value to her agency by breaking down agency goals into manageable tasks and improves communication with clients. More information about Cowart Insurance Agency:https://…

Torey Maerz, CEO at ClientCircle by Rocket Referrals - PIR Ep. 520

Tony chats with Torey Maerz, CEO at ClientCircle by Rocket Referrals. Torey is a recurring guest, having appeared on PIR back in episode 249. They have now rebranded as ClientCircle. They have added a mass amount of features to the referrals and reputation management they originally did. They now a…

Leveraging Tech to Elevate Agency Sales and Service

How familiar are you with Customer Relationship Management (CRM) systems and Net Promoter Scores (NPS)? We're joined by Torey Maerz, Co-founder and CEO of ClientCircle by Rocket Referrals, who sheds some light on how important these systems can be to understanding your insurance agency’s client bas…

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 autom…