ClientCircle blog

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.

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.

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.

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.