ClientCircle blog

Recession is all over the news again. Some sources are saying we're in a recession already, others are predicting a recession soon, and a few are staying more optimistic.

Like most industries, insurance is not immune to economic volatility. And although it’s never a good idea to panic—it’s always a good idea to be prepared.

In a recession, consumers tend to reevaluate their expenses and reduce spending. Many will look at insurance as a bill they can lower or cut out altogether, especially if they see an increase in their rates. Clients may start shopping around unless you’ve built trust with them over time with regular communications.

We put together a few tips to help you stay competitive should we see an economic slowdown in the coming months.

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.

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.

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

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.