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Partnering with others to bring you the best tools

February 24, 2021

Relationships blog header ClientCircle

Building technology is what we do. And we’ve been working on a few things we’re excited to share with you—new partnerships, integrations and tools.

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Cross-sell opportunities

February 4, 2021

Campaigns blog header ClientCircle

Here are the four cross-sell opportunities that will make the biggest impact on your book of business in 2021.

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How do you compare to these Net Promoter Score benchmarks

December 14, 2020

NPS blog header ClientCircle

See which agencies have the highest Net Promoter Scores (NPS), compare your score to Net Promoter Score benchmarks and get free tools to help improve your agency’s score on My Agency Rank.

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Four successful email templates for cross-selling insurance

November 4, 2020

Campaigns blog header ClientCircle

Imagine buying a new car but having to go to a tire store for the tires, an engine store for the engine, a body shop for the body, and then hiring someone to assemble it. Not a very practical approach.

Cross-selling makes it easy (and less costly) for you to connect with current clients, round out accounts and increase revenue per client. Cross-selling also increases your chances of retaining existing clients and allows you to check-in with them.

So, what’s the best way to get your cross-selling message out to clients? With our ready-to-go templates.

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Three email tips for successful insurance marketing

October 8, 2020

Referrals blog header ClientCircle

Email can be a powerful tool for insurance agents but only if it’s actually a piece of your tool belt. To put it into perspective, there are roughly 306 billion emails that go back and forth across the web per day. So, knowing how to use this marketing channel effectively to cut through all that noise is important.

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*Net Promoter, Net Promoter System, Net Promoter Score, NPS and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems, Inc.