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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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Our HawkSoft integration just got better

February 1, 2022

Integrations blog ClientCircle

If you use Sidecar, you can now pin it to stay on top of your other windows, making it easier to see what you’re working on in Rocket Referrals.

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Keep insurance clients engaged with content from around the web

January 25, 2022

Conversations blog header ClientCircle

To keep clients engaged and receptive to buying more, you need to maintain consistent, personalized communication. One way to do this is to find and share things that spark your clients’ interests—articles, podcasts, videos and other content they’ll love.

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Sell more policies with better data in your agency management system

January 17, 2022

NPS blog header ClientCircle

There’s one simple thing you can do to help you achieve both: ensure you have accurate information for all your clients and prospects in your agency management system.

First, you need two crucial pieces of data: their name and a way to contact them.

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