ClientCircle blog

We love new technology that makes our lives easier, but with AI writing tools still in their infancy, we want to help you make sure you use them in a way that truly benefits your business.

AI content has its challenges, and if not reviewed and edited properly, it can do more harm than good. Here’s how to do it well.

Testimonials are feedback you collect from your clients. What's great about testimonials is you can control if and how you share them. You can automatically collect new testimonials from your customers through testimonial request emails after they respond to a Net Promoter Score (NPS)® survey.

Here are some ideas on how you can make the most of the testimonials you collect.

When you’re trying to find out which clients will leave you a positive review and which customers may be a retention risk, you need a simple, quick survey people will respond to. The Net Promoter Score (NPS®) survey is an easy and effective way to measure client loyalty and receive specific feedback from your customers.

Once you implement the surveys and start getting back the data, you will want to address the feedback you receive. Here’s how to do that.

Referrals help your insurance agency grow. And if many of your customers are happy with your agency, you may be wondering why they aren’t referring more people.

Here’s how you can grow your referrals with a simple handwritten card.

Sixty-nine percent of prospects start their insurance search online, which is why it’s so important you make sure your insurance agency comes up at the top of local search results. And once a prospect is on your website, make a positive first impression by having a beautiful, clean site that’s unique and easy to navigate. Your website should help you sell more policies and improve your workflows. Here are 10 things to check to help your insurance agency stand out online.