ClientCircle blog

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.

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.

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.

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

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.