ClientCircle works with thousands of insurance agencies to help them grow their books of business through prospecting and win-backs. Here are some of the impressive results agencies using ClientCircle have seen.
Grant Insurance uses ClientCircle for an automated six-part campaign to offer insurance to prospects. The agency has sold insurance to more than 120 prospects they reached using these emails. Additionally, agency employees use web chat and texting with ClientCircle, making it easy for prospects to reach out for a quote.
Cobos Insurance Center uses several ClientCircle features including survey and review requests, handwritten cards, texting, and Journeys for automated multi-step campaigns. One of their Journeys offers insurance to former customers through emails and texts to win them back. Of the past clients who started this journey, 65 have returned to Cobos Insurance Center.
Strong Tower Insurance Group, Inc. is a RamseyTrusted Pro and uses a campaign from ClientCircle to automatically follow up with Dave Ramsey leads. The agency sends three texts and two emails to the leads they receive from Dave Ramsey and have converted 80 of them to policyholders.
Econosurance uses Journeys from ClientCircle to send a multi-stage prospecting campaign to warm leads after they’ve requested a quote. Of the contacts who received at least one follow-up email in this journey, 69 decided to purchase insurance with Econosurance, adding more than $234,000 in premiums.
Using an automated win-back campaign from ClientCircle, Staley Insurance Agency reaches out to prior clients a few times during the first year after the customer has left the agency, including around their ‘X’ dates. The agency has written business again for 33 of these clients, worth more than $65,000 in total premiums.
Choose from several pre-written prospecting and win-back campaigns that can be automated and customized for your agency.
Be available to prospects across platforms including web chat, third-party messaging and texting with all your messages in one place.
Connect your website forms to Journeys automations to kick off custom campaigns when prospects request a quote online.
Marketing, client touches, automation, and multiple ways of contacting clients and prospects all in one while using your own AMS!? Yes. This is the new way to conduct business in our field, and ClientCircle knows it.
JC Ibanez
Agents Alliance Services, Ltd.
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