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Increase client retention

March 16, 2021

Reputation blog header ClientCircle

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.

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What clients value most - Hint it’s not low price

March 2, 2021

Service and support blog header ClientCircle

We surveyed more than two million insurance consumers in the U.S. to find out what they value most in their agent. And here’s what we learned.

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Partnering with others to bring you the best tools

February 24, 2021

Relationships blog header ClientCircle

Building technology is what we do. And we’ve been working on a few things we’re excited to share with you—new partnerships, integrations and tools.

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Cross-sell opportunities

February 4, 2021

Campaigns blog header ClientCircle

Here are the four cross-sell opportunities that will make the biggest impact on your book of business in 2021.

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How do you compare to these Net Promoter Score benchmarks

December 14, 2020

NPS blog header ClientCircle

See which agencies have the highest Net Promoter Scores (NPS), compare your score to Net Promoter Score benchmarks and get free tools to help improve your agency’s score on My Agency Rank.

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*Net Promoter, Net Promoter System, Net Promoter Score, NPS and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems, Inc.