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Introducing Journeys: More than a CRM

May 17, 2023

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Keeping in touch with clients while managing your daily tasks is time-consuming and often overwhelming. Some customers want to hear from you frequently, while others are difficult to get in touch with and require many follow-ups.

Imagine how much time you’d save if you could put many of your communications on autopilot. You’d be selling policies and retaining customers in the background, freeing you up to focus on tasks only you can do.

With the Journeys CRM, you can.

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What’s the difference between an AMS and a CRM?

May 4, 2023

Integrations blog ClientCircle

You rely on technology to help your daily insurance operations run smoothly. But those daily tasks take up a lot of time, making it hard to stay up to date with insurance tech tools. Two types of software that frequently get mixed up are your agency management system (AMS) and your customer relationship management (CRM) system. We’ll break down what each one does and what to look for when evaluating different platforms.

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New from ClientCircle: Websites made for insurance

April 19, 2023

Websites blog header ClientCircle

Having a simple, functional, beautiful, and easy-to-update website makes all the difference in how you market your agency and service your clients. But being found online and looking good is not enough anymore.

To truly stand out from the competition and sell more effectively and efficiently, you need a website that connects to your other tools and automates your processes.

Meet websites from ClientCircle.

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How to use AI wisely when writing content for your insurance website

April 14, 2023

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We love new technology that makes our lives easier, but with AI writing tools still in their infancy, we want to help you make sure you use them in a way that truly benefits your business.

AI content has its challenges, and if not reviewed and edited properly, it can do more harm than good. Here’s how to do it well.

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Five things to do with customer testimonials

April 10, 2023

NPS scoring blog header ClientCircle

Testimonials are feedback you collect from your clients. What's great about testimonials is you can control if and how you share them. You can automatically collect new testimonials from your customers through testimonial request emails after they respond to a Net Promoter Score (NPS)® survey.

Here are some ideas on how you can make the most of the testimonials you collect.

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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.