Introducing Client Connect - our new tool for sending more touchpoints without more work

Client Connect lets you save, manage and send regular, personalized and relevant communications to your clients and prospects.

Seventy-two percent of unhappy clients point to poor communication (or a complete lack of it) as the reason they’re upset with their insurance agent. But there’s this myth that just won’t go away: if you send clients too many touchpoints (emails, texts, etc.), they’re going to cancel. This just isn’t the case.

Keep clients happy with more consistent communication

Clients want you to care about more than just their policy. They want an ongoing relationship, but not one that’s overly transactional. When they feel like they’re just another number to you, they’re more likely to call it quits.

Three out of four unhappy clients point to poor communication as the reason they’re upset with their insurance agent.

Maybe you’re sending birthday greetings, holiday cards and loyalty messages (kudos if you are). Those are a great start. But what about all the time between those life milestones? You can fill it with silence, or you can start communicating with information that will show clients and prospects you’re bringing year-round value to the relationship.

Client Connect positions you as a trusted advisor

Adding more touchpoints is a great way for you to stay relevant. Plus, your communications should be automated so you don’t have to face the pressure of churning out tons of your own content or toil over a newsletter every week.

That’s exactly what our Client Connect platform will do for you. It’s a new way of managing communications.

• Find and share relevant content (articles, videos and podcasts). You choose the content you want to share with clients by uploading it yourself or selecting items from our expert-curated libraries.
• Establish yourself as an industry expert. Client Connect lets you assign specific content to any lists of clients you think will benefit from it.
• Stay in more regular contact with clients. Our algorithms determine the best time to send the content automatically.

Client Connect is going to position you as a friend and trusted advisor. It offers levels of personalization and precision that newsletters or social media posts can’t.

More precision than a newsletter or social media

There are three sections to Client Connect: Find content, My library and My subscriptions. Let’s dive right in and take a look at each.

Find content

Here you’ll see libraries packed with useful content, selected and curated by industry experts (like Agency Performance Partners and Paradiso Presents). Topics range from umbrella insurance to snowmobile maintenance to how to set a budget—there’s stuff for just about everyone. Come here any time you’d like to find items to add to your own library.

My library

Here you’ll keep the stuff you want your clients to see. This can be content you’ve found in other libraries or links you’ve uploaded yourself.

Frame the things you share with your own insights so that you can showcase your expertise.

Next comes the most important thing: What do you want people to know about the content? You have to frame the things you share with your own insights to position yourself as a trusted advisor. While you can lean on the work of others, Client Connect is all about making sure it’s your voice that gets heard. That’s why we’ve given you the opportunity to write something to go along with the content you share.

The context you provide can be a little intro to the piece or your own key takeaways from it—anything that helps your audience get the most from the experience. And our experts’ content already includes the copy you can use.

Take a look at the preview of the email Client Connect will automatically send on your behalf. It looks something like this, but you can edit it any way you want:

Choose the list of clients to whom you’d like to send the content. Don’t forget to tell people what you want them to know about it.

In the above example, you can see how the paragraph after the link helps explain the article, adds a little personality and does some of the heavy lifting before the reader even clicks the link.

Finally, take a look at the Share your library button at the top of the screen. This button lets you share your library’s URL with any agents inside or outside your organization who may be looking for ideas for touchpoints. You don’t even have to be a ClientCircle user to view this link.

My subscriptions

You can subscribe to any libraries you like. This includes your friends’ and colleagues’ libraries or the expert-produced ones you can see on the Find content page.