ClientCircle blog

When’s the best time to send a cross-sell email? And how far in advance should you check in for renewals? Should you reach out to prospects throughout the year or just around their ‘X’ dates?

It’s hard to know when people will be most responsive to certain messages, but luckily, we’ve helped insurance agencies communicate with millions of clients and prospects for over a decade.

Here’s a guide on when to send emails, texts and cards to your customers and leads.

Losing a high-net-worth client decreases your annual commissions and could mean missing out on other high-revenue referrals or introductions to well-connected individuals in your community.

Here are a few things you can do to make sure your high-net-worth clients stick around, talk about you and buy more.

Do you often find you have incomplete information in your management system, creating more work for you and your team? Perhaps you’re trying to build a list and, upon looking closer, you realize important details are missing. Or a client calls with a claim and you notice that first and last names are in the wrong fields.

There are few things more frustrating than not being able to find customer information when you need it. And it’s even more frustrating when mistakes happen because of inaccurate data.

Here are some tips on how you can keep your prospect and client information organized and up to date.

Every insurance agency has unique processes for how they manage day-to-day activities and communications.

Perhaps you’re a one-person agency and you wear many hats. Or you might have a robust team of producers, customer service representatives (CSRs), an office manager, etc.

Regardless of the size of your agency, you need to build meaningful, personalized connections with your customers and prospects if you want to grow. To do that, you want to make sure the right team members are sending the right communications to the right contacts.

The holidays are quickly approaching, and you may be wondering if you should bother with sending holiday cards this year. We did the math, and you should.

Here’s why.