ClientCircle blog

As an independent insurance agent, you take on many roles within the agency. One of them is growing your business and keeping a close eye on what’s working and what isn’t. It can be tough to figure out what exactly to focus your attention on as multiple factors will affect growth—some you can control and some you can’t.

But there are three key metrics you should monitor throughout the year to help ensure you’re growing through both retention and adding new business. Here they are:

When you’re talking to a client or prospect, whether via texting, web chat or a third-party messenger like Google or Facebook, do you wish you could see which products this person has with you, how they rated you on a recent survey or what you talked to them about last time?

With ClientCircle, you can do all of that and more. And it’s all on one screen.

You know from experience how busy commercial lines clients are between managing a business and taking care of their lives outside of work.

Each business is different, and cross-selling methods that work for one person won’t work for another. Try these tactics to sell more commercial policies.

Recession is all over the news again. Some sources are saying we're in a recession already, others are predicting a recession soon, and a few are staying more optimistic.

Like most industries, insurance is not immune to economic volatility. And although it’s never a good idea to panic—it’s always a good idea to be prepared.

In a recession, consumers tend to reevaluate their expenses and reduce spending. Many will look at insurance as a bill they can lower or cut out altogether, especially if they see an increase in their rates. Clients may start shopping around unless you’ve built trust with them over time with regular communications.

We put together a few tips to help you stay competitive should we see an economic slowdown in the coming months.

Building relationships takes time, consistency and having meaningful data at your fingertips.

What if an in-depth summary of each relationship you have with a client was available to you on one screen? Think: products, conversations, referral history, how they rated you on a recent survey and even which cross-sell campaigns or cards you recently sent?

We got you.