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What’s better: short-code, toll-free or local number for insurance agency texting?

December 15, 2023

Conversations blog header ClientCircle

Adding texting to your lineup of insurance agency tools can help you retain more clients and close more leads.

When you choose a texting phone number, you can choose a short-code phone number that’s between four and six digits long or a more traditional long-code phone number that’s 10 digits long.

Here are four things to keep in mind when deciding on the type of number your insurance agency should choose for texting.

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Why insurance agents need to focus on retention in 2024

December 11, 2023

Surveys blog header ClientCircle

2023 has been a challenging year for the insurance industry—inflation affecting replacement costs, ongoing regulatory changes in several U.S. markets, increasing natural catastrophes coast to coast, carriers exiting certain markets—the list is long.

There is one sure thing you can do that will have a positive impact on your bottom line as you look ahead into 2024: focus on retention.

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Create an insurance email marketing campaign that works

November 30, 2023

Campaigns blog header ClientCircle

Email offers one of the highest returns on investment (ROIs) of any marketing channel, but using email effectively starts with setting the right goals and finding the right tools to help you.

We put together some detailed tips, along with a step-by-step campaign example, to help you with your next email marketing campaign for your insurance business.

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Five tips for communicating with policyholders during inclement weather

November 27, 2023

Service and support blog header ClientCircle

No matter where in the country your insurance clients live, they will probably experience inclement weather regularly.

Here are the things you can do before and after a weather event to help your customers feel supported and make the claims process smoother.

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How to time your insurance agency communications for best results

November 8, 2023

Journeys blog header ClientCircle

When’s the best time to send a cross-sell email? And how far in advance should you check in for renewals? Should you reach out to prospects throughout the year or just around their ‘X’ dates?

It’s hard to know when people will be most responsive to certain messages, but luckily, we’ve helped insurance agencies communicate with millions of clients and prospects for over a decade.

Here’s a guide on when to send emails, texts and cards to your customers and leads.

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