About
Unlock the full potential of your agency with communication strategies designed for client retention and business growth. Join Matthew Smith and Chris Cline as they dive into the art and the science of maintaining effective communication with insurance clients throughout the year.

In this webinar Matthew will cover:
• Email communications: From onboarding to cross-selling, discover how targeted emails can enhance client engagement and open new sales opportunities.
• Text messaging: Learn how to use texting to collect feedback, share documents and ensure you're always there when your clients need you.
• Chat platforms: Use platforms like Facebook Messenger, Google My Business Messenger and conversation tools on your website to maintain constant, convenient contact with clients and prospects.
• Content sharing: Explore how blogs, videos and third-party content can help you connect with clients, reinforce your agency's value and build loyalty.
• Website tools: Make your website work for you. See how agencies use forms and other interactive website elements to capture leads and facilitate client communication.

Don't miss out on this opportunity to refine your communication strategy, retain more clients, and sell more business despite the challenging market.
Presenters
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Chris Cline
Executive Director, Agents Council for Technology (ACT)
Through Chris Cline’s 25+ years in the insurance industry, he has established himself as an industry resource for topics such as perpetuation, merger and acquisition, culture, agency operations, marketing and sales, data and analytics, and has had multiple speaking engagements around these topics. In spring of 2022, Chris assumed leadership of the Agents Council for Technology as ACT’s Executive Director.
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Matthew Smith
Business development, ClientCircle
Matthew began his career as a successful insurance agent in his hometown of Des Moines, Iowa. From there, he built an award-winning real estate company and followed that up with a software company for real estate agents. In 2015, Matthew joined ClientCircle and has been helping grow the company ever since.
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