ClientCircle blog

When we email our family, friends or colleagues, we don’t use fancy designs, embedded pictures or elaborate signatures. We type up a few lines, include a link and hit “Send.”

These emails get read. So why don’t businesses use the same approach with clients? Those that do are ahead of the game.

Who sends the best cards? Grandma.

Because grandma really cares. She knows when your birthday is, she plans ahead, she always writes a sweet note and sometimes she even includes some cash or a gift card.

If you're still on the fence about sending holiday cards to your clients, here's a list of seven reasons why you should absolutely go for it every year.

There are clients who have been with your insurance agency for many years, and you want your new customers to stay a while too. Sometimes, however, people leave without you knowing why.

If you want to know how to tell something isn’t working and fix it before it’s too late, we know just what you need: NPS and CircleAI™, our artificial intelligence tool.

First, find out how your clients feel about you

The Net Promoter Score (NPS)®survey will help you uncover customers who are likely to leave so you can fix things before you lose them. This survey also helps you identify customers who are most likely to leave a review or refer a friend.

72% of unhappy clients point to poor or lack of communication as the main reason they’re unhappy with their insurance agent. If you aren’t communicating with your clients regularly or in a way they expect, and in ways that are pleasantly unexpected, the relationship can deteriorate quickly.

Email is an easy and inexpensive way to stay in touch. So how come it can often feel like it’s not working? The success of your email communications comes down to three things: how many client email addresses you have, what kinds of emails you’re sending and how personalized they are.

Before we dive into the content of your client emails, let’s start with email addresses.