ClientCircle

Our own?Torey Maerz?is featured in this?Scout InsurTech?spotlight, where he talks about the power of effective communication in driving growth?for your insurance business. Check it out!???

When you work in insurance, it feels like?every prospect has different questions and needs, and it can be difficult to give them everything they want. Our blog shares five types of insurance prospects and conversion strategies to help address the most common insurance concerns and requests. Check it out: https://lnkd.in/gw_uaZ4X

Do you insure any high-net-worth individuals at your agency? If so, you'll want to check out these six tips for making sure your high-net-worth clients stick around, recommend you to others and buy more. https://lnkd.in/gZAWwA2r

Insurance agents, do you want a marketing automation tool that helps you sell more policies, retain more clients and grow your agency? And do you want one that connects to your management system for a seamless experience? Look no further! Check out this quick demo of ClientCircle to see how we help agencies have happier customers and more sales: https://lnkd.in/g462R5ug

ClientCircle helped agencies representing Penn National Insurance identify unhappy clients at risk of leaving and implemented retention strategies. The result? Each agency retained an estimated 10 clients per year—averaging $9,700 in annual commissions! Check out this success story for more highlights: https://lnkd.in/gEiwiHZK ?

Insurance is complicated and every team member on your payroll needs to be a rockstar—you can’t afford to hire mediocre employees. To attract top talent, you need to offer a work environment and a benefits package to make you stand out. We asked more than 1,000 employee candidates to share what is most important to them when searching for a new employer. Here’s what they said: https://lnkd.in/gbdRfuUS #insurtech #insuranceagent #insurancesolutions #insurancemarketing

Can an insurance agency offer a four-day workweek to employees and still get everything done well? Allow us to introduce Michael Cruz, owner of Foresight Insurance, LLC, who started piloting a 32-hour, four-day workweek in May 2024 and hasn't looked back since. Read more about how Michael runs his agency here: https://lnkd.in/gNMv9uD6

??GIVEAWAY ALERT!???We're giving away 10 ClientCircle hats! Be one of the first 10 people to comment with your agency name and where you are located, and we'll message you for shipping details.

We're so excited to work with FirstChoice agents! Thanks for having us FirstChoice, a MarshBerry Company. ??

At your insurance agency, you provide five-star service to your policyholders and prospects. You deserve the same. At ClientCircle, our marketing automation software comes with a dedicated support team to help make sure you have the resources and training to help your agency grow. Learn more about ClientCircle's approach to service and support here: https://lnkd.in/gbewrc8V