If you're a follower of our blog, you already know that it's crucial to follow up with clients after a sale and continue to nurture relationships long term. The holiday season is a great time to check in with clients and remind them that you are thankful for their...
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Customer Follow-Up Templates You Can Cut and Paste
You finally have a few minutes to spare and you’re all set to reach out to a few customers, but the cursor is just blinking back at you. You know you need to touch base, but you can’t think of what to say. We’ve all been there, and that's why we created these easy...
Insurance Agents: 8 Signs You Should Call That Client or Prospect
These days, our cell phones are always within reach. This means communicating with clients and prospects is easier than ever for insurance agents. You can send an email, text message or comment on one of the multitudes of social media platforms - all from your phone....
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