ClientCircle blog

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.

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.

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.

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.

When you’re trying to find out which clients will leave you a positive review and which customers may be a retention risk, you need a simple, quick survey people will respond to. The Net Promoter Score (NPS®) survey is an easy and effective way to measure client loyalty and receive specific feedback from your customers.

Once you implement the surveys and start getting back the data, you will want to address the feedback you receive. Here’s how to do that.