ClientCircle blog

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.

Selling Medicare policies isn’t as straightforward as selling other types of insurance. If you’d like to start selling more Medicare and Medicare Supplement policies, here are five things you need to do.

It’s hard to know which cross-selling messages will resonate with your clients and inspire them to purchase additional policies. Luckily, at ClientCircle, we’ve tested different cross-sell templates with hundreds of thousands of insurance clients around the U.S. to find out which ones work best.

This year, in a market where premiums are rising and retention is at risk, sending a holiday card could be the difference between keeping a client and losing them to a competitor.

If you’re still unsure about holiday cards, here are a few reasons why you should reconsider.