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Create an insurance email marketing campaign that works

November 30, 2023

Campaigns blog header ClientCircle

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.

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Five tips for communicating with policyholders during inclement weather

November 27, 2023

Service and support blog header ClientCircle

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.

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How to time your insurance agency communications for best results

November 8, 2023

Journeys blog header ClientCircle

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.

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How to retain and cross-sell high-net-worth clients

November 1, 2023

NPS blog header ClientCircle

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.

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How to keep client data clean and up to date

October 26, 2023

Integrations blog ClientCircle

Do you often find you have incomplete information in your management system, creating more work for you and your team? Perhaps you’re trying to build a list and, upon looking closer, you realize important details are missing. Or a client calls with a claim and you notice that first and last names are in the wrong fields.

There are few things more frustrating than not being able to find customer information when you need it. And it’s even more frustrating when mistakes happen because of inaccurate data.

Here are some tips on how you can keep your prospect and client information organized and up to date.

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