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How your website, reviews and automations work together to help you close more leads

September 14, 2023

Websites blog header ClientCircle

Unless someone hears about your insurance agency from a friend or a family member, prospects can rarely tell you exactly how they learned about you. It’s almost always a combination of things, including reviews, your website, communications and other factors.

Many insurance agencies will focus on just one of these channels, but to stand out in a saturated market, you need all your tools working together for you to help you close more leads and sell more policies.

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What’s the value of a handwritten card?

September 8, 2023

Referrals blog header ClientCircle

At ClientCircle, we can send beautiful handwritten cards to your clients for any occasion throughout the year. This can save you and your team hundreds of hours each year, so you can focus on doing what you do best: selling insurance and taking care of your customers.

We compared how retention rates, reviews and referrals stack up for agencies that send handwritten cards to their customers throughout the year vs. those that don’t. Here’s what we found.

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Five ways to improve email deliverability

September 5, 2023

Surveys blog header ClientCircle

Email marketing is still one of the most effective ways to sell to clients. But what good is your email marketing plan if your emails aren’t landing in your customers’ and prospects’ inboxes? Here are five ways you can improve your email deliverability.

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How to cross-sell cyber liability coverage to your business clients

August 28, 2023

Campaigns blog header ClientCircle

Do you sell cyber insurance to your commercial clients? If not, consider offering it to all your business customers, not just ones that work in technology. Here’s why.

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A texting platform made for insurance

August 21, 2023

Relationships Blog.png

Seventy percent of consumers want the ability to securely text or message with their insurance company, but adding texting to your lineup of insurance tools isn’t an easy task. You want to make sure any texting platform you choose for your insurance agency will help you better serve your customers without adding extra work for your team.

At ClientCircle, we built our texting platform specifically for insurance agents so you can improve your workflows and provide more ways for customers and prospects to get in touch.

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