ClientCircle blog

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.

We surveyed more than two million insurance consumers in the U.S. to find out what they value most in their agent. And here’s what we learned.

Building technology is what we do. And we’ve been working on a few things we’re excited to share with you—new partnerships, integrations and tools.

Here are the four cross-sell opportunities that will make the biggest impact on your book of business in 2021.

Email can be a powerful tool for insurance agents but only if it’s actually a piece of your tool belt. To put it into perspective, there are roughly 306 billion emails that go back and forth across the web per day. So, knowing how to use this marketing channel effectively to cut through all that noise is important.