ClientCircle blog

How many birthday emails do you receive from companies? And how many of those emails do you open and take the time to read? Unless the email includes an offer for something free, people probably won’t even open it.

When you send birthday emails, you are doing the same thing as other businesses.

But you need to stand out. So, instead of an email, send a birthday card in the mail. Here’s why birthday cards will be much more impactful.

Do you feel your referral strategy isn’t working? There are many misconceptions around referral programs for insurance agencies.

After studying referrals in the insurance industry for 10+ years, we've found that there are several reasons why people will and won’t recommend their agent.

Almost any experience you want to create for a client or a prospect—you can create with the Journeys CRM.

Journeys are easy to set up, and you can customize every step to meet your agency’s needs and processes.

Best of all, manually moving contacts from column to column is entirely optional with Journeys. Most journeys can be automated, saving you time and helping your team make sure they don’t miss an important step.

So, what are journeys, exactly? In this blog post, we’ll show you how they work. Ready?

Keeping in touch with clients while managing your daily tasks is time-consuming and often overwhelming. Some customers want to hear from you frequently, while others are difficult to get in touch with and require many follow-ups.

Imagine how much time you’d save if you could put many of your communications on autopilot. You’d be selling policies and retaining customers in the background, freeing you up to focus on tasks only you can do.

With the Journeys CRM, you can.

You rely on technology to help your daily insurance operations run smoothly. But those daily tasks take up a lot of time, making it hard to stay up to date with insurance tech tools. Two types of software that frequently get mixed up are your agency management system (AMS) and your customer relationship management (CRM) system. We’ll break down what each one does and what to look for when evaluating different platforms.