How ClientCircle helps insurance agencies cross-sell more policies

ClientCircle offers cross-sell tools and templates to thousands of insurance agents across the U.S. to help them grow their books of business. Here are some of the results agencies using ClientCircle have experienced.

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Cross-sell more polices with ClientCircle

Wrote more than $58,000 in additional premium with cross-sell automations

Trustpoint Insurance uses pre-written email templates from ClientCircle to cross-sell commercial and personal lines policies to their clients. The agency has sold 35 policies to 34 clients who received these automated cross-sell emails, worth $58,400 in additional premiums.

Use cross-selling email automations with ClientCircle

Sold at least one additional policy to 17% of their personal monoline clients

Foursquare Insurance uses Journeys from ClientCircle to cross-sell home and auto policies to personal lines clients with only one policy. So far, the agency has sold an additional home or auto policy to 175 clients who completed this monoline cross-sell journey.

Cross-selling your monoline clients with ClientCircle

Sold life insurance to more than 50 clients using one email automation

Using a pre-written cross-sell email template from ClientCircle, Busch Insurance Agency, Inc. sold life insurance to 51 customers who did not have a life insurance policy with the agency previously. Fourteen of the clients who received these emails purchased multiple life insurance policies.

Cross-sell your life insurance clients with ClientCircle

Sold 22 EPLI policies to commercial lines customers in one year

Watley Insurance Group used an automated cross-sell email from ClientCircle to offer employment practices liability insurance to their commercial lines clients. In a single year, the agency sold 22 EPLI policies to business owners who received this email.

Cross-sell your commercial lines clients with ClientCircle

Wrote $50,000 in Medicare premiums using automations

With help from ClientCircle, William J. Goodman Insurance, Ltd. used automated campaigns to offer to talk through Medicare options with customers. The agency has sold $50,000 worth of Medicare supplement insurance and prescription drug coverage (part D) to clients who were missing this important coverage.

Cross-sell your Medicare clients with ClientCircle

Here’s how you can cross-sell more policies with ClientCircle:

Use data from your management system to quickly create lists of customers missing important coverage.

Send informative articles to clients throughout the year to educate them on the benefits of certain policy types.

Add clients to pre-written cross-sell campaigns that have been tested with millions of insurance customers in the U.S.

Several account managers have helped me create custom campaigns to reach my various marketing segments. I really appreciate their expertise, their dedication and the attention they have given to me!

Jeff Goodman

William J. Goodman Insurance, Ltd.