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Ten tips for writing simple emails that work

August 25, 2022

Campaigns blog header ClientCircle

When we email our family, friends or colleagues, we don’t use fancy designs, embedded pictures or elaborate signatures. We type up a few lines, include a link and hit “Send.”

These emails get read. So why don’t businesses use the same approach with clients? Those that do are ahead of the game.

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Send a card and watch your agency grow

August 19, 2022

Referrals blog header ClientCircle

Who sends the best cards? Grandma.

Because grandma really cares. She knows when your birthday is, she plans ahead, she always writes a sweet note and sometimes she even includes some cash or a gift card.

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Seven reasons why you should send a holiday card instead of an email

August 8, 2022

Surveys blog header ClientCircle

If you're still on the fence about sending holiday cards to your clients, here's a list of seven reasons why you should absolutely go for it every year.

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Retain more insurance clients with CircleAI and NPS

August 3, 2022

NPS blog header ClientCircle

There are clients who have been with your insurance agency for many years, and you want your new customers to stay a while too. Sometimes, however, people leave without you knowing why.

If you want to know how to tell something isn’t working and fix it before it’s too late, we know just what you need: NPS and CircleAI™, our artificial intelligence tool.

First, find out how your clients feel about you

The Net Promoter Score (NPS)®survey will help you uncover customers who are likely to leave so you can fix things before you lose them. This survey also helps you identify customers who are most likely to leave a review or refer a friend.

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Better client relationships

August 3, 2022

Relationships blog header ClientCircle

72% of unhappy clients point to poor or lack of communication as the main reason they’re unhappy with their insurance agent. If you aren’t communicating with your clients regularly or in a way they expect, and in ways that are pleasantly unexpected, the relationship can deteriorate quickly.

Email is an easy and inexpensive way to stay in touch. So how come it can often feel like it’s not working? The success of your email communications comes down to three things: how many client email addresses you have, what kinds of emails you’re sending and how personalized they are.

Before we dive into the content of your client emails, let’s start with email addresses.

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*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.