ClientCircle blog

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.

We’re coming up on the holiday season and you may be thinking of ways to make your clients feel appreciated. Try sending a warm holiday card with a handwritten note inside.

Having the right insights at your fingertips can make all the difference in the success of your agency.

To stay ahead of the competition and keep up with industry changes, you need to understand your data and how to use it to make decisions quickly and effectively.

That’s where Analytics from ClientCircle comes in.

Many companies ask customers and prospects, “How did you hear about us?” It's the wrong question to ask.

When you start using new software for your insurance agency, you deserve to have a team that will help walk you through the onboarding and setup process so you know how to use your new tool.

But what about those times you’re working late, trying to train a new employee, or have a quick question you’d like to look up on your own?

With ClientCircle, you have access to dozens of articles covering common questions and best practices with our training center. And that’s on top of the support you receive from our team of dedicated account managers.