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Five common insurance agency challenges. Solved.

June 1, 2021

NPS blog header ClientCircle

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.
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Let’s chat about web chat

May 17, 2021

Service and support blog header ClientCircle

If you want to increase conversions, offer faster customer service, collect better client data and improve retention for your agency, you might want to look at web chat. Here’s why.

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Texting your insurance clients is easy with these tips and tools

May 3, 2021

Conversations blog header ClientCircle

78% of U.S. consumers say a text message is the fastest way to reach them for important service updates and purchases. But texting comes with many rules, regulations and setup challenges. Read on to see how we make it easy.

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How to see the best results when cross-selling insurance

April 19, 2021

Campaigns blog header ClientCircle

The best way for an insurance agency to grow is to not only bring in new business but to continuously round out existing accounts. This is why focusing on cross-selling to your current book of business is so important.

Selling policies to fill gaps in your customers’ coverage is likely something you do all the time, but do you know when the best time to cross-sell policies is and how to do it well? 

Knowing which products to cross-sell and to whom is the key to getting the best results.

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Increase client retention

March 16, 2021

Reputation blog header ClientCircle

Clients say they value good communication the most in an insurance agent—ahead of price or other important attributes. So, it’s no surprise that a simple survey and a phone call can drastically increase client retention.

You probably think you have a good idea which of your clients are unhappy and which are over the moon. But unless you have a system in place to measure client loyalty, you're likely not as perceptive as you think.

Here’s why.

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