ClientCircle Blog

How a simple card can help grow your insurance agency referrals

March 13, 2023

Referrals blog header

Referrals help your insurance agency grow. And if many of your customers are happy with your agency, you may be wondering why they aren’t referring more people.

Here’s how you can grow your referrals with a simple handwritten card.

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How to build a strong online presence for your insurance agency

March 03, 2023

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Sixty-nine percent of prospects start their insurance search online, which is why it’s so important you make sure your insurance agency comes up at the top of local search results. And once a prospect is on your website, make a positive first impression by having a beautiful, clean site that’s unique and easy to navigate. Your website should help you sell more policies and improve your workflows. Here are 10 things to check to help your insurance agency stand out online.

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ClientCircle is now a preferred Trusted Choice provider

March 01, 2023

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If you’re a Big “I” member, we have awesome news.

You can now receive reimbursement on money spent on ClientCircle through the Trusted Choice Marketing Reimbursement Program. This program helps eligible agencies offset the cost of various marketing and technology expenses with preferred providers.

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Why you shouldn’t buy email lists and what to do instead

February 24, 2023

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Whether you’re starting out as a new insurance agency or are simply looking to grow your leads, it can be tempting to purchase a list of emails. However, this can backfire and do much more harm than good.

Here are the top three reasons why you shouldn’t purchase email lists and what to do instead.

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What insurance agents should send instead of a newsletter

February 15, 2023

Service and support blog header

Clients know when they are just another name on your email list. And because they can tell you’re sending the same information to everyone—they no longer feel special.

What works better than a newsletter? Personalized emails with content that makes your clients feel like you’ve picked it just for them.

Agents who use ClientCircle are in on a secret. We have a feature called Client Connect that helps you stay in touch with your customers by sending them personalized content from all around the web—content you’ve selected and approved.

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