ClientCircle blog

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.

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.