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How insurance agents can retain more clients

January 2, 2025

Surveys blog header ClientCircle

While it’s important to address concerns and help your customers with complicated insurance processes, you don’t want to neglect your biggest promoters. By nurturing these relationships, you can drive agency growth.

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Four successful email templates for cross-selling insurance

November 4, 2024

Campaigns blog header ClientCircle

Imagine buying a new car but having to go to a tire store for the tires, an engine store for the engine, a body shop for the body, and then hiring someone to assemble it. Not a very practical approach.

Cross-selling makes it easy (and less costly) for you to connect with current clients, round out accounts and increase revenue per client. Cross-selling also increases your chances of retaining existing clients and allows you to check-in with them.

So, what’s the best way to get your cross-selling message out to clients? With our ready-to-go templates.

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What clients value: A 10-year analysis of insurance customer sentiment

November 1, 2024

Client sentiment analysis

Recently, we analyzed 10+ years of customer retention metrics across thousands of insurance agencies, both independent and captive, looking back at more than 30 years of policy data. Here's what insurance clients value most, by the numbers.

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What to say when calling unhappy insurance clients

October 16, 2024

Relationships blog header ClientCircle

As you review your Net Promoter Score (NPS®) survey results, you’ll want to reach out to clients who left you a low score or provided a negative comment. When calling unhappy clients in hopes of saving that relationship, several situations may arise depending on why they are upset.

Here are some common scenarios that may arise and suggested phone scripts to help you navigate the conversation.

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Five things insurance agents need to consider when selling Medicare

October 3, 2024

Service and support blog header ClientCircle

Selling Medicare policies isn’t as straightforward as selling other types of insurance. If you’d like to start selling more Medicare and Medicare Supplement policies, here are five things you need to do.

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*Net Promoter, Net Promoter System, Net Promoter Score, NPS and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems, Inc.