ClientCircle® web logo

ClientCircle blog

How to create a successful insurance agency brand

January 5, 2023

Brand blog header ClientCircle

When you think of branding, what comes to mind? Most likely logos, fonts, colors, slogans.

But while your visual identity and a memorable name are very important, these items should be toward the end of the list of things you need to focus on when you set out to build a strong brand. Where should you start? Feelings.

Read More

Leave your next insurance conference with more than just vendor merch

December 6, 2022

Welcome to ClientCircle - Green

There are hundreds, if not thousands of insurance events, conferences and trade shows across the U.S. every year. As an agent, you’ve probably been to your share of them.

As a technology company in the insurance space, we go to many shows every year. We love catching up with our clients, seeing what our competitors are working on, sharing our expertise in keynotes and panels, and meeting agents who want to learn more about our company.

After having attended more than 100 shows in the last few years, here’s our list of tips on how you can make the most out of your next conference as you plan for 2023.

Read More

Does your insurance agency software come with the right support?

November 15, 2022

Service and support blog header ClientCircle

One of the greatest strengths of independent insurance agents is your personalized service and in-depth knowledge of all things insurance. You make sure your clients have the right coverage to protect their families and businesses, helping them when something unexpected happens.

You deserve to have someone who does the same for you.

When evaluating software to help you run and grow your agency, here are some things to look for, especially when it comes to service and support after you make the purchase.

Read More

How to grow your book of business as a new insurance agency

October 19, 2022

Relationships blog header ClientCircle

When you’re starting out as an independent insurance agent, it’s tough to stay competitive and win new clients. Your budget is tight, and you need an affordable way to grow your book of business.

So where do you begin? Here are three ways to set yourself apart.

Read More

2022 holiday card deadlines

October 17, 2022

Referrals Blog

The holidays are right around the corner. And nothing says you care about your customers and appreciate their business more than a personalized, handwritten card during this special time of the year.

If you plan on sending holiday cards this year, review our detailed schedule to make sure you don’t miss a date.

Read More

10 / 23

*Net Promoter, Net Promoter System, Net Promoter Score, NPS and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems, Inc.