ClientCircle
On-demand
-
Thursday, October 17, 2024 · 12:00 PM CDTIt’s holiday time! Join ClientCircle’s Alison and Brooke to see this year’s holiday card designs and learn why agents and clients rave about our handwritten holiday cards.
This webinar is open to all ClientCircle and Vertafore Client Communicati... -
Tuesday, October 8, 2024 · 12:00 PM CDTJoin our webinar to learn more about FirstChoice’s new preferred vendor for your agency’s marketing automation more—ClientCircle.
ClientCircle is a leading insurance marketing automation platform in the U.S. helping agencies attract more prospec... -
Thursday, August 1, 2024 · 12:00 PM CDTStruggling to make sense of your agency data? Don’t have one place where you can see important business metrics? Not sure what all your numbers mean?
We have a solution: Analytics from ClientCircle.
Join us to learn how you can:
- Connect our ex... -
Tuesday, June 25, 2024 · 12:00 PM CDTBetween carrier changes and premium increases, it’s becoming more difficult and time-consuming to navigate renewal conversations with customers. We’ll show you how you and your team can save time and retain clients during renewals.
In this webin... -
Wednesday, April 10, 2024 · 12:00 PM CDTWhen a client or a prospect visits your website, it’s a perfect opportunity to connect with them, drive sales and improve retention.
Join Torey Maerz, ClientCircle CEO, to see our newest feature, Cues, in action.
In this webinar, Torey will ... -
Thursday, March 28, 2024 · 12:00 PM CDTThe last few years have been challenging for the insurance industry—natural disasters, premium increases, carriers pulling out of markets, regulatory changes—the list is long.
How do you retain your clients in this environment while navigating al... -
Tuesday, January 30, 2024 · 12:00 PM CSTLearn about efficient software solutions that can help your agency navigate the challenges the insurance industry is facing.
In this webinar, we will cover:
- How you can automate your renewal process
- How you can respond to quote requests i... -
Wednesday, August 2, 2023 · 11:00 AM CDTJoin Chris Cline, Executive Director - ACT, and Torey Maerz, co-founder and CEO, ClientCircle, to learn about the latest in insurtech: trends to watch, tools to invest in and fads to avoid.
Chris and Torey will discuss:
- Which tools are an absol... -
Thursday, May 18, 2023 · 12:00 PM CDTWhat if we told you there is a better way to manage prospect and client relationships than the traditional, manual approach of moving contacts from column to column?
Join Torey Maerz, CEO of ClientCircle, to see the Journeys CRM in action. It's d... -
Thursday, March 23, 2023 · 12:00 PM CDTAre you ready for a website that connects your tools and automates your workflows?
Join ClientCircle CEO, Torey Maerz, to see our new made-for-insurance websites in action.
Here are just some of the things Torey will share:
- How websites from... -
Wednesday, February 15, 2023 · 12:00 PM CSTFormatted email newsletters with images and links have become the standard of marketing. Every business out there has some kind of a newsletter. But just because everyone is doing it—doesn’t mean you should.
In fact, when it comes to insurance, g... -
Tuesday, August 23, 2022 · 3:00 PM CDTJoin us to learn how you can continue to grow your agency and outpace your competition in today's economic environment with tools from Rocket Referrals and HawkSoft.
