Working in insurance means you stay busy with customer questions, new quotes, underwriter requests and mounds of paperwork. As your agency grows, your list of things to do grows as well. So how do you scale your agency and stay afloat? Here are six ways you can free up time in your day with the right tools.
Automate communications
Whether it’s onboarding, renewals, prospecting or win-backs, you can automatically send emails, cards and texts to customers and prospects. Find a customer relationship management (CRM) system that has campaigns designed for insurance to save you time and help make the biggest impact with your messages.
Make quick decisions with the right data
When you need to make a change at your agency, having useful insights and metrics at your fingertips is crucial to being able to come to a decision quickly. Whether it’s measuring employee performance, monitoring retention or checking your sales numbers, you need to have accurate analytics readily available at any given time.
Respond to all messages in one place
Juggling multiple apps and responding to messages on different platforms is a chore. Wouldn’t it be so much easier if you could reply to texts, Facebook messages and web chats in one place? ClientCircle’s conversations feature saves you time by giving you one platform from which you can respond to messages. With ClientCircle, you can see a snapshot of important information about the person with whom you’re chatting, including policy details, recent communications and their sentiment.
Skip the newsletter
It’s time-consuming to put together an agency newsletter and it’s frustrating when you get little or no responses. Instead of sending a generic insurance newsletter, try sending an article, a video or a podcast based on a recipient’s interests or life stage. The best part is, you don’t have to do it one-by-one. Client Connect is a tool that helps you send links to engaging articles, videos or podcasts to your policyholders when they haven’t been communicated with in a while. You can easily sort your customers by interests or life stages and choose content for each group to help your emails feel even more personalized.
Ask for reviews automatically
Improving search engine optimization (SEO) and building up reviews for your agency is a tedious, constant process. And for many employees at your agency, it may feel awkward to ask your happiest customers to leave a review. The truth is, if you don’t ask for reviews, your clients are unlikely to write you one. Skip the uncomfortable review requests and save your staff time by automatically sending review requests via email or text to your happiest customers.
Get a website that sells for you
Your website can be your secret tool for selling more insurance. Imagine if, when a prospect fills out a form on your website, the form submission kicks off a custom prospecting campaign to help convert that lead. An easy-to-navigate website with unique content also helps improve SEO so you appear near the top of Google search results when someone is looking for insurance in your area. Add web chat, custom Cues to prompt website visitors to take action, and testimonials from your happiest customers to make your website even more engaging. You can do all of that with ClientCircle.