ClientCircle blog

Many companies ask customers and prospects, “How did you hear about us?” It's the wrong question to ask.

When you start using new software for your insurance agency, you deserve to have a team that will help walk you through the onboarding and setup process so you know how to use your new tool.

But what about those times you’re working late, trying to train a new employee, or have a quick question you’d like to look up on your own?

With ClientCircle, you have access to dozens of articles covering common questions and best practices with our training center. And that’s on top of the support you receive from our team of dedicated account managers.

Web chat improves conversion rates, increases up-sell and cross-sell revenue, and helps you take care of your clients in a way they prefer.

But not all web chat products are created equal, and most don’t give you the data you need to truly impress your clients and prospects.

So, we set out to build something different—a web chat that will change how you think about connecting with your clients.

The world is becoming more and more digital—you can do just about anything online. To succeed in the digital world, you need to adapt and make changes to update outdated processes. Clients and prospects expect the same digital experience they get from other companies, so as an insurance agent, it’s important to offer that or else they might look elsewhere. Here are five things you can implement at your agency to be successful in the digital world.

When you’re working with insurance prospects, you may be reaching out to cold leads, or people who didn’t actively seek you out for a quote.
It can be time-consuming and frustrating to try to turn these prospects into customers. Here are four things you can do to help establish warm contact with your cold leads.