Travelers has teamed up with ClientCircle to bring you the latest, most innovative marketing automation tools made for insurance. Travelers agents receive 50% off setup costs as well as premium service from our strategic account management team to help you hit your Future Ready goals.
With ClientCircle, you’ll have everything you need to turn prospects into happy customers, and happy customers into your biggest promoters and repeat buyers. We’ll help you create and manage every step of your relationships for a flawless experience for everyone—your employees included.
Your website is the first thing prospects see when they’re considering you as their agent, and it’s the first place your clients go when they need help. With a website from ClientCircle, you won’t just look great online—you’ll be able to connect and automate many of your agency tools and tasks, and sell more policies.
Add ClientCircle Cues to your existing website to turn it into an active sales tool. Cues are short, targeted website communications that help you increase sales and retention. You can also add forms and kick off custom, automated campaigns to convert even more leads, retain more clients and sell more policies.
Collecting online reviews can be a difficult task if you don’t know which of your clients to ask, how to ask or when. Luckily, you don’t need to worry about all the rules because we’ll do it for you. We find your clients who are willing to leave a positive review or a testimonial and ask them at the best possible times.
With ClientCircle, you could see your Google ranking improve 3-4 spots every 6 months. As your reputation climbs online, people in your area will be more likely to find you before your competitors. Keep an eye on and respond to online feedback right from your dashboard in ClientCircle.
We’ll help you identify your happy clients and those who may be ready to leave. We’ll do that by surveying your customers regularly with a one-question Net Promoter Score (NPS®) survey. We’ll notify you when clients are unhappy so you can quickly save those relationships.
Our automated referral tools will help you make sure your happiest customers are sharing their positive experiences with family, friends and colleagues. When a client refers someone to you, you’ll be able to thank them with a personal, handwritten card delivered in the mail.
Everyone has their preferences on how they want to communicate. Some clients like email, others prefer texting. With ClientCircle, you will have a variety of channels available to you in one app. Onboarding campaigns, renewal journeys, forms, handwritten cards, surveys sent via text, a web chat that lives on your website—our platform has it all.
Our forms, journeys and automations allow you to easily set up campaigns for any product, audience or goal. All content has been written specifically for insurance. Send as-is, customize as much as you’d like or build your own from scratch. Our friendly AI tool, CircleAI, is there to help you write unique content in no time.
You can manage client and prospect communications and conversations inside ClientCircle without having to juggle multiple apps. Collaborate with your team, know what was said last and mark conversations as resolved when you’re done. We even have a mobile app so you can respond to clients on the go.
With ClientCircle, you’ll have access to functional and easy-to-understand analytics dashboards that help you keep track of important metrics, show how your agency is doing over time, and allow you to make decisions based on actionable and meaningful data.
We’re committed to helping you grow your business. We’ll meet with you regularly to go over your account, share industry best practices, help you build custom campaigns, and create reports and recommendations on how you can continue to improve, meet, and exceed your goals.
Designed specifically for insurance, we integrate with many of the tools you use, making it easy for you to make sure your data is accurate and your applications work together. No management system? No worries. You can still use ClientCircle by uploading a list.
Agency retention is through the roof after two years of using ClientCircle. I would highly recommend this platform.
David Carpenter
Main Street Insurance Group
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