When a prospect or a client is browsing your website, you have the perfect opportunity to make their experience better, improve retention and increase sales. And now you can do that with Cues.

Cues are short, targeted website communications that help you convert more prospects and connect with more clients.

Here’s what you can accomplish with Cues.

As an insurance agent, you likely have email templates you send frequently for things like prospecting, new client welcomes, customer feedback requests, cross-selling and more.

Here's how to determine the best times to send certain messages to the right audiences and how to do it at scale.

At ClientCircle, we love to give back to our communities. We have a standing program that matches employees’ donations to non-profits, and we regularly volunteer our time to organizations that help others.

And of course, we always try to do something special for families in need around the holidays. In December of 2023, we launched our first “Spread the Joy” initiative. Here are just a few of our team members’ stories.

Adding texting to your lineup of insurance agency tools can help you retain more clients and close more leads.

When you choose a texting phone number, you can choose a short-code phone number that’s between four and six digits long or a more traditional long-code phone number that’s 10 digits long.

Here are four things to keep in mind when deciding on the type of number your insurance agency should choose for texting.

2023 has been a challenging year for the insurance industry—inflation affecting replacement costs, ongoing regulatory changes in several U.S. markets, increasing natural catastrophes coast to coast, carriers exiting certain markets—the list is long.

There is one sure thing you can do that will have a positive impact on your bottom line as you look ahead into 2024: focus on retention.