ClientCircle blog

Here are five of the most common problems we hear about when we talk to insurance agents:

• We are struggling with retention.
• We’re newly independent with limited marketing resources.
• We’re an established agency but we lost that personal touch.
• We can’t decide: hire a marketing employee or invest in software?
• We’re so busy, we need to automate things, especially cross-selling.

If you want to increase conversions, offer faster customer service, collect better client data and improve retention for your agency, you might want to look at web chat. Here’s why.

78% of U.S. consumers say a text message is the fastest way to reach them for important service updates and purchases. But texting comes with many rules, regulations and setup challenges. Read on to see how we make it easy.

The best way for an insurance agency to grow is to not only bring in new business but to continuously round out existing accounts. This is why focusing on cross-selling to your current book of business is so important.

Selling policies to fill gaps in your customers’ coverage is likely something you do all the time, but do you know when the best time to cross-sell policies is and how to do it well? 

Knowing which products to cross-sell and to whom is the key to getting the best results.

Clients say they value good communication the most in an insurance agent—ahead of price or other important attributes. So, it’s no surprise that a simple survey and a phone call can drastically increase client retention.

You probably think you have a good idea which of your clients are unhappy and which are over the moon. But unless you have a system in place to measure client loyalty, you're likely not as perceptive as you think.

Here’s why.