ClientCircle blog

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.

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.

Every insurance agency has unique processes for how they manage day-to-day activities and communications.

Perhaps you’re a one-person agency and you wear many hats. Or you might have a robust team of producers, customer service representatives (CSRs), an office manager, etc.

Regardless of the size of your agency, you need to build meaningful, personalized connections with your customers and prospects if you want to grow. To do that, you want to make sure the right team members are sending the right communications to the right contacts.

The holidays are quickly approaching, and you may be wondering if you should bother with sending holiday cards this year. We did the math, and you should.

Here’s why.

The holiday season is drawing near and it’s time to start preparing before things get too busy. Let us help you write and send your agency holiday cards this year. As you’re getting ready to place your holiday card orders, here are the important dates to keep in mind.