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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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Insurance agency metrics you should check regularly

August 1, 2022

NPS scoring blog header ClientCircle

As an independent insurance agent, you take on many roles within the agency. One of them is growing your business and keeping a close eye on what’s working and what isn’t. It can be tough to figure out what exactly to focus your attention on as multiple factors will affect growth—some you can control and some you can’t.

But there are three key metrics you should monitor throughout the year to help ensure you’re growing through both retention and adding new business. Here they are:

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New rules around texting - what you need to know and do

August 1, 2022

Conversations blog header ClientCircle

If you’re texting your clients, or are thinking about starting, there’s a new rule in town.

The A2P 10DLC rule has gone into effect with some communication providers, like Verizon, already, and is expected to go into effect with all providers this summer.

What’s A2P 10DLC, you ask? A2P stands for “application to person.” And 10DLC stands for “10-digit long code” phone numbers, also known as local numbers.

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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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*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.