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Have better conversations with clients and prospects with data by your side

July 31, 2022

Journeys blog header ClientCircle

When you’re talking to a client or prospect, whether via texting, web chat or a third-party messenger like Google or Facebook, do you wish you could see which products this person has with you, how they rated you on a recent survey or what you talked to them about last time?

With ClientCircle, you can do all of that and more. And it’s all on one screen.

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How to cross-sell insurance to commercial lines clients

July 6, 2022

Service and support blog header ClientCircle

You know from experience how busy commercial lines clients are between managing a business and taking care of their lives outside of work.

Each business is different, and cross-selling methods that work for one person won’t work for another. Try these tactics to sell more commercial policies.

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Recession-proof your insurance agency

May 31, 2022

NPS blog header ClientCircle

Recession is all over the news again. Some sources are saying we're in a recession already, others are predicting a recession soon, and a few are staying more optimistic.

Like most industries, insurance is not immune to economic volatility. And although it’s never a good idea to panic—it’s always a good idea to be prepared.

In a recession, consumers tend to reevaluate their expenses and reduce spending. Many will look at insurance as a bill they can lower or cut out altogether, especially if they see an increase in their rates. Clients may start shopping around unless you’ve built trust with them over time with regular communications.

We put together a few tips to help you stay competitive should we see an economic slowdown in the coming months.

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How much do you know about a customer?

May 19, 2022

Journeys blog header ClientCircle

Building relationships takes time, consistency and having meaningful data at your fingertips.

What if an in-depth summary of each relationship you have with a client was available to you on one screen? Think: products, conversations, referral history, how they rated you on a recent survey and even which cross-sell campaigns or cards you recently sent?

We got you.

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Does your carrier pay for that?

March 28, 2022

Service and support blog header ClientCircle

As an insurance agent, you want to make sure you’re spending your marketing dollars wisely. Not only do you want to pick the best tools for your agency, but you also want to take advantage of the various marketing and tech benefits available to you from carriers, groups, networks, associations and even your management system provider.

Here are a few things you can do to maximize your marketing technology investment.

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