Texting for insurance agents and agencies.
Follow up on quotes, start renewals early and keep claimants updated by text, with every reply in one inbox.
What teams use it for
Quote follow-up
A short sequence after each quote request, stopped by the first reply.
Renewals
Start the renewal conversation a month out with a reminder and a follow-up.
Claims updates
Status texts with a reply path, answered by your team in one inbox.
- Text
Hi {{First name}}, it’s Lee at {{Agency}}. Your {{Policy}} renews on {{Renewal date}}. Want me to review your coverage first?
- Wait
7 days
- Condition
No reply yet: next step
- Text
A quick reminder that your policy renews on {{Renewal date}}. Reply here with any questions.
Until a person replies, each text ends with: Msg frequency varies. Msg & data rates may apply. Reply STOP to opt out, HELP for help.
Consent, opt-outs and registered numbers are built in.
- Texts go only to people with a consent record, and you confirm consent at every import, push and launch.
- Every text carries the registered opt-out line until someone replies. STOP or ARRET ends texts at once.
- Every acceptance of the consent statement is stored with who, when and the wording, which gives you an audit trail.
Built around the rules for texting the US and Canada.
Questions.
How fast do insurers answer texts today?
In J.D. Power’s 2024 claims study, only 39% of claimants said their insurer always answered texts and emails on time. One shared inbox makes fast answers easier.
Can I text renewal reminders to existing clients?
Yes, when they agreed to texts. Record the consent source and date for each client on your list.
Set up your first sequence.
Apply in two minutes. We handle carrier registration for you.