ClientCircle blog

Building trust with a new prospect is a continuous journey—not a one-time effort. It requires commitment over time. Here’s how you can build trust with insurance prospects.

While it’s important to address concerns and help your customers with complicated insurance processes, you don’t want to neglect your biggest promoters. By nurturing these relationships, you can drive agency growth.

Imagine buying a new car but having to go to a tire store for the tires, an engine store for the engine, a body shop for the body, and then hiring someone to assemble it. Not a very practical approach.

Cross-selling makes it easy (and less costly) for you to connect with current clients, round out accounts and increase revenue per client. Cross-selling also increases your chances of retaining existing clients and allows you to check-in with them.

So, what’s the best way to get your cross-selling message out to clients? With our ready-to-go templates.

Recently, we analyzed 10+ years of customer retention metrics across thousands of insurance agencies, both independent and captive, looking back at more than 30 years of policy data. Here's what insurance clients value most, by the numbers.

As you review your Net Promoter Score (NPS®) survey results, you’ll want to reach out to clients who left you a low score or provided a negative comment. When calling unhappy clients in hopes of saving that relationship, several situations may arise depending on why they are upset.

Here are some common scenarios that may arise and suggested phone scripts to help you navigate the conversation.