ClientCircle blog

Here’s what you need to know about text messaging for insurance agents and how it works best when combined with handwritten cards, emails and a strong web presence.

It’s a marathon, not a sprint. A sustainable and paced strategy of collecting Google Reviews will serve you better than getting too many too fast.

Seventy-two percent of unhappy clients point to poor communication (or a complete lack of it) as the reason they’re upset with their insurance agent. *Nevertheless, there’s this myth that won’t die: if you send clients too many touchpoints (emails, texts, etc.), they’re going to cancel. This just isn’t the case.

You have the potential to reshape your relationship with clients, colleagues and competitors through the NPS leaderboard. Especially if you know how it all works.

It can be hard to tell how well you’re really doing NPS-wise if you’ve got no one to compare yourself to. That’s what makes the new leaderboard so useful—and flexible.

It’s the only place you’re able to quickly see how you compare to the competition. And it’s exclusive to Rocket Referrals.

Hungry? The sink is leaking? Getting sued? It’s unlikely you’ll choose a restaurant, plumber or lawyer without first checking how many positive Google or Facebook reviews they each have. That applies to insurance agents too.

This might convince you to focus solely on a reviews-only strategy as the best way to grow and sustain your business. Bad idea. You’re missing out because both reviews and testimonials should be part of how you market your agency.

Reviews are collected by third parties like Google and Facebook. Testimonials are collected by a business. You shouldn’t focus on one at the expense of the other. Your search rankings, reputation and business growth are all based on how well you can manage collecting both.