ClientCircle blog

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.

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.

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.

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.

Losing a high-net-worth client decreases your annual commissions and could mean missing out on other high-revenue referrals or introductions to well-connected individuals in your community.

Here are a few things you can do to make sure your high-net-worth clients stick around, talk about you and buy more.