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Struggling 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...
We have a solution: Analytics from ClientCircle.
Join us to learn how you can:
- Connect our ex...
On-demand
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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.
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Wednesday, May 18, 2022 · 1:00 PM CDTJoin us to learn how you can sell more policies by automating your agency’s communications and cross-sells.
In this webinar, Salar Baktash, founder of Let’s Insure! agency, and Jim Weber, owner of Weber Insurance, will share:
- How they use autom... -
Thursday, February 10, 2022 · 1:00 PM CSTJoin us to learn how Rocket Referrals can help you improve retention, build better relationships with clients, automate cross-selling and grow your agency with tools made for insurance. Rocket Referrals connects directly to your data in NowCerts u...
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Tuesday, October 12, 2021 · 1:00 PM CDTIn this webinar, we'll talk about:
- The customer journey and how modern consumers shop for insurance
- Where you need to focus your marketing efforts to turn more prospects into clients
- The tools you need to convert more prospects regardless o...
