Using insurance text message marketing, agents are able to convert more leads and provide additional value to current customers. Textedly’s SMS insurance agency solution has proven to transform client relationships and efficiency for insurance agents.
Fastest way of communication
I am able to weed out wrong numbers
A client could advise me if they had changed their mind
Can quickly send me additional information
Confirm appointments and/or reschedule
High view and response rate
Schedule meetings and appointments: Your prospects and clients have their cell phones with them at all times. This makes insurance text messaging a great way to set and qualify appointments.
Generate website leads: Use chat widgets on your website to encourage text communication between you and prospects. Site visitors gain the ability to message requests and you now have a direct line into their cell phone’s text messenger app.
Generate online reviews: Use text messages to ask happy clients for positive online reviews.
Create payment and meeting reminders: Sending a quick text message the day before an appointment increases show rates. Sending payment reminders protects clients against cancellations and protects your commissions.
Internal communication: Improve staff communication by using your insurance SMS system for event reminders, employee benefits, tech issues, etc.
Build relationships: Use insurance text messaging to send anniversary and birthday wishes.
Create upsell opportunities: Use SMS to upsell a client from health insurance into dental insurance, for example.
Use SMS for renewal time: Don’t lose business by letting renewals fall between the cracks. Send a text and make sure renewals stay with you.
Get referrals: Using insurance SMS for referrals is effective. It can actually lessen any awkwardness because people can text the information of their referrals after receiving your text request.
This stands for Short Message Service. It’s the oldest form of text messaging and the most often used method.
This stands for Multimedia Messaging Service. MMS was developed so people could text multimedia files like pictures, video and audio files.
These are the phrases you give prospects to text over to your number. This process opts them in and provides you permission to send them SMS messages.
This represents an SMS message sent out to a group of contacts. It’s similar to when you send a broadcast message via email.
The group of prospects and clients who opt-in to receive messaging via text from you.
You can group your subscribers into various categories, or segments. This allows you to send more targeted messages to the right people. For example, you wouldn’t want to send a marketing message for prospects to your clients because your clients will become annoyed.
There’s no need to come up with new messages each time you need to send texts. Instead, templates can be reused when sending campaigns, messages and responses.
These are the messages that get sent out automatically once a person opts in to receive your insurance SMS marketing messages. You can set up pre-written campaigns that get dripped out over several days or weeks.
Hi Jill, it’s Brian from Farmers. I see that your policy is due for renewal. How would you like to meet and talk through all your options?
Hi Bill, just a reminder that your bill of $123.78 is payable tomorrow. Submit your payment via mail or do it online!
Jim, I really appreciate your patience. Everything should be updated on your claim by Tuesday!
Hi Mary, I hope I was able to serve you well today. Would you mind leaving a Facebook review for me? It only takes about five minutes and I would be so grateful!
Happy Birthday, Jeremy! I hope you have a great day. Do you have any fun plans in the coming year?
Dominick, shoot me a reply of the photos from your accident today and I’ll get them into your file.
Hey Tina, your policy expires next month. I’d like to offer you one month free if you renew your policy within the next 14 days!
Choose a text marketing platform like Textedly to work with.
Use a file to upload your prospects and clients into the marketing platform you’ve chosen. Make sure your contacts have given their consent to receive messaging from you.
Gather a list of the templates you’ll use. Keep a separate set of templates for prospects and another for clients.
Reserve a short keyword that’s easy for people to remember. This is the keyword your prospects and clients text to your number as they opt-in to your marketing list. You might want to combine your company name with the type of insurance you sell, such as AllstateHealth.
Get the word out by promoting your keyword on your website, on social media and on your business cards. Send Insurance Texts Start sending campaigns once you start building your list.
Start sending campaigns once you start building your list.
Increase your sales and deepen relationships with insurance SMS messaging. We encourage you to try Textedly for free. We make it easy to get set up and send your campaigns, and it all starts with a 14-day free trial.
