ClientCircle blog

You’ve heard about the NPS® but might not understand what the big deal is. We simplified it for you.

The idea of nurturing prospects and turning them into customers can seem daunting. It’s not easy to establish trust, show the value you offer and set yourself apart from the competition.

But we are here to tell you that you can automate this process and watch your conversions grow with very little work on your part. You just need to do a few things to lay the groundwork with the steps we shared below.

How many marketing emails do you get every day and how many of them do you actually read?

The rare ones that do catch your interest are probably about something or from someone you care about.

Formatted newsletters with images and links have become the standard of email marketing—every business out there has some kind of newsletter.

But just because everyone is doing it doesn’t mean you should.

Web chat improves conversion rates, increases up-sell and cross-sell revenue, and helps you take care of your clients in a way they prefer.

But not all web chat products are created equal, and most don’t give you the data you need to truly impress your clients and prospects.

So, we set out to build something different—a web chat that will change how you think about connecting with your clients.

Here are five of the most common problems we hear about when we talk to insurance agents:

• We are struggling with retention.
• We’re newly independent with limited marketing resources.
• We’re an established agency but we lost that personal touch.
• We can’t decide: hire a marketing employee or invest in software?
• We’re so busy, we need to automate things, especially cross-selling.