ClientCircle blog

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.

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.

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.

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.

Although there’s no single law in the U.S. that covers privacy, there are several laws in place that address specific types of data along with consumer privacy state laws in California, Colorado, Virginia and other states. Here’s more on that if you want to dive in.

Even if you determine that existing federal and state laws don’t apply to you, it’s a good idea to consult an attorney and determine if you need to have a privacy policy on your site.