ClientCircle blog

Insurance policies can be confusing to customers, so having a thoughtful onboarding process in place will help you eliminate misconceptions, answer questions and make clients feel welcome.

Here are a few ways to make a positive impression with new clients during onboarding.

Losing customers hurts your bottom line. However, you can often win them back with the right approach. Here are a few tips for winning back former clients.

Unless someone hears about your insurance agency from a friend or a family member, prospects can rarely tell you exactly how they learned about you. It’s almost always a combination of things, including reviews, your website, communications and other factors.

Many insurance agencies will focus on just one of these channels, but to stand out in a saturated market, you need all your tools working together for you to help you close more leads and sell more policies.

At ClientCircle, we can send beautiful handwritten cards to your clients for any occasion throughout the year. This can save you and your team hundreds of hours each year, so you can focus on doing what you do best: selling insurance and taking care of your customers.

We compared how retention rates, reviews and referrals stack up for agencies that send handwritten cards to their customers throughout the year vs. those that don’t. Here’s what we found.

Email marketing is still one of the most effective ways to sell to clients. But what good is your email marketing plan if your emails aren’t landing in your customers’ and prospects’ inboxes? Here are five ways you can improve your email deliverability.