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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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Five tips to improve your insurance agency’s Google search ranking

March 15, 2022

Reputation blog header ClientCircle

So how do you improve your Google search ranking? Try these five tips to improve your search engine optimization (SEO).

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Why you should survey your insurance clients every six months

March 8, 2022

Surveys blog header ClientCircle

A customer who was upset about a rate increase during their recent renewal call with you may have forgotten all about it. And at the same time, someone who used to love your agency could be thinking about leaving simply because you forgot to return their last phone call.

You simply don’t know how someone feels unless you ask regularly.

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Three successful templates for cross-selling life and health insurance

February 1, 2022

Campaigns blog header ClientCircle

There’s no “one size fits all” when it comes to meeting the needs of your customers with a life or health insurance plan. Here are three ready-to-use email templates to start the conversation about health and life insurance with your customers. Feel free to give these a try with your clients. Simply copy, paste into your email and edit as you'd like.

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