ClientCircle blog

The holidays have a habit of sneaking up on you. One minute it’s September, and the next you’re wondering whether there’s still time to get cards in the mail before New Year’s.

Your clients probably hear from a lot of companies during the holidays. Most of those messages are generic emails that get lost in an already crowded inbox—or never get opened at all.

A holiday card is different. It shows up in their mailbox, feels personal and gives your agency a simple way to thank clients while staying connected.

Here are six reasons to send holiday cards to your clients this year.

Some conversations with your commercial customers require more than an email.

A personalized letter gives you another way to reach business clients with information that matters, whether you’re preparing them for an upcoming renewal or introducing coverage they may want to consider.

And with ClientCircle, sending a letter doesn’t mean printing, stuffing, stamping or making a trip to the post office. Simply upload your letter and choose the recipients. We take care of the rest.

Here are two commercial insurance letter templates you can customize and start using today.

There's always that influencer on social media—he's standing on a Bosu ball, juggling dumbbells, filming it for his Instagram story. Impressive to watch. Completely unnecessary if your actual goal is getting stronger.

The people who get results are doing something much less exciting. They show up. They do the old deadlifts, bicep curls, squats. They do them again next week, and the week after that.

The insurance industry has its own share of trends.

Every insurance agency is different. Your book of business, your team, your workflow—none of it looks exactly like anyone else's. So why settle for a CRM that forces you into one way of seeing your data?

ClientCircle gives you several customizable built-in views—plus the ability to build your own—so you can see your book exactly the way your agency needs to see it. The right view at the right moment means less time clicking around and more time doing the work that grows your agency.