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What insurance agents should send instead of a newsletter

February 15, 2023

Service and support blog header ClientCircle

Clients know when they are just another name on your email list. And because they can tell you’re sending the same information to everyone—they no longer feel special.

What works better than a newsletter? Personalized emails with content that makes your clients feel like you’ve picked it just for them.

Agents who use ClientCircle are in on a secret. We have a feature called Client Connect that helps you stay in touch with your customers by sending them personalized content from all around the web—content you’ve selected and approved.

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Six tips for an insurance content library clients will love

February 15, 2023

Campaigns blog header ClientCircle

If you use ClientCircle, you know that we have a unique approach to newsletters. One of our features, Client Connect, helps agents stay in touch with their customers by sending them personalized content from around the web—content the agent has selected and approved.

Client Connect has many content libraries from which you can choose your stories. From tips for homeowners to content for business owners, we have it covered. But in case you want to build a library from scratch, here are some tips.

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To AI or not to AI?

January 20, 2023

Welcome pink blog header ClientCircle

You’ve probably heard about OpenAI’s new ChatGPT. Our writers spent some time testing it out and were impressed.

It’s pretty fun. And it’s remarkably good at producing usable content. And although ChatGPT is the best AI for writers we’ve seen yet, we don’t plan to use it to write our content quite yet. Here's what it is and isn't good at.

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How many Google reviews should an insurance agency have

January 16, 2023

Referrals Blog

When you’re searching online for a new business, let’s say a new dentist, where do you start? You’ll either ask a friend for a recommendation or you’ll head to Google.

If you see one office with 3.5 stars and 119 reviews, and another office with 4.5 stars and 42 reviews, which one will you choose? Probably the one with 4.5 stars, right?

Many business owners think the quantity of reviews is the most important part of their Google My Business page. However, the number of reviews you have doesn’t even make the top three things consumers look for when deciding which local business to use.

Here's what does.

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Five insurance documents to text your clients

January 9, 2023

Conversations blog header ClientCircle

When you need a quick response, do you send an email or a text? Most people prefer texting for time-sensitive requests.

Your customers likely don’t think about their insurance regularly, but when something unexpected happens, they may need important documents right away.

Here are five common situations where being able to text attachments will make you stand out as an agency.

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