ClientCircle blog

Since day one, we’ve focused on humanizing communication. We don’t just make tools that deliver the right messages, we build things that work well together to improve relationships. Through years of experience and experimentation, we know what to say, who to say it to and when to say it.

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.