ClientCircle blog

Most people couldn’t tell you which of their friends need insurance. So outright asking if they know anyone who may be looking for a new agent will almost never lead to referrals.

Instead, you’ll want to be an agency your customers are quick to recommend when a friend mentions buying a home or opening a business.

A new product from Rocket Referrals will bring innovative marketing, communications and relationship-building tools to the financial services industry. Created by Rocket Referrals®, a leading insurance communications company in the U.S., ClientCircle will help financial advisors grow their business with tools made for finance.

When a prospect is evaluating your agency, they will likely end up on your business listing on Google, your page on Facebook or go straight to your website. Often, clients who need help, but don’t want to call, will take the same path.

Of course, you want to make sure you’re there, always ready to answer their questions. But managing multiple conversations from multiple apps is a chore.

We’ll let you in on a secret.

If you’re a Dave Ramsey Trusted Provider, also known as an Endorsed Local Provider (ELP), we have a new tool to help you nurture the leads you receive through DaveRamsey.com with very little work on your part.

According to Google, mobile queries that contain “insurance near me” grew by more than 100% from 2017 to 2019.

With such a drastic uptick in consumers looking for insurance in their area, it’s important for your agency to have a presence on Google. And since you know prospects and customers are Googling insurance near where they live, you want to make it easy for them to contact you directly on Google.