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How many Google reviews should an insurance agency have

January 16, 2023

Referrals Blog

When you’re searching online for a new business, let’s say a new dentist, where do you start? You’ll either ask a friend for a recommendation or you’ll head to Google.

If you see one office with 3.5 stars and 119 reviews, and another office with 4.5 stars and 42 reviews, which one will you choose? Probably the one with 4.5 stars, right?

Many business owners think the quantity of reviews is the most important part of their Google My Business page. However, the number of reviews you have doesn’t even make the top three things consumers look for when deciding which local business to use.

Here's what does.

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Five insurance documents to text your clients

January 9, 2023

Conversations blog header ClientCircle

When you need a quick response, do you send an email or a text? Most people prefer texting for time-sensitive requests.

Your customers likely don’t think about their insurance regularly, but when something unexpected happens, they may need important documents right away.

Here are five common situations where being able to text attachments will make you stand out as an agency.

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How to create a successful insurance agency brand

January 5, 2023

Brand blog header ClientCircle

When you think of branding, what comes to mind? Most likely logos, fonts, colors, slogans.

But while your visual identity and a memorable name are very important, these items should be toward the end of the list of things you need to focus on when you set out to build a strong brand. Where should you start? Feelings.

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Leave your next insurance conference with more than just vendor merch

December 6, 2022

Welcome to ClientCircle - Green

There are hundreds, if not thousands of insurance events, conferences and trade shows across the U.S. every year. As an agent, you’ve probably been to your share of them.

As a technology company in the insurance space, we go to many shows every year. We love catching up with our clients, seeing what our competitors are working on, sharing our expertise in keynotes and panels, and meeting agents who want to learn more about our company.

After having attended more than 100 shows in the last few years, here’s our list of tips on how you can make the most out of your next conference as you plan for 2023.

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Does your insurance agency software come with the right support?

November 15, 2022

Service and support blog header ClientCircle

One of the greatest strengths of independent insurance agents is your personalized service and in-depth knowledge of all things insurance. You make sure your clients have the right coverage to protect their families and businesses, helping them when something unexpected happens.

You deserve to have someone who does the same for you.

When evaluating software to help you run and grow your agency, here are some things to look for, especially when it comes to service and support after you make the purchase.

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