SMS Marketing for Insurance Agents

Use two-way SMS to connect with clients, send reminders, share policy updates, and increase renewals with automated campaigns.

Built for Insurance Agents

  • Text from your main office number and manage all conversations in a shared inbox
  • Automate renewal notices, appointment confirmations, and payment reminders to cut missed deadlines
  • Segment by policy type, renewal date, location, or client profile to deliver targeted offers and updates
  • Connect forms, CRM, and AMS so every client record and conversation stays in sync

Launch SMS That Customers Actually Read

Policyholders want quick, clear communication when it comes to coverage and payments. SMS makes it simple to confirm appointments, send reminders, and notify clients about renewals, claims, or promotions in real time.

98%

of texts are read immediately

70%

of consumers want to text businesses

40%

said they have tried to text a business

Everything You Need to Scale SMS

Campaigns and Keywords

Grow opt-in lists from ads, referral campaigns, and landing pages using keywords and QR codes. Send promotions for new products, seasonal insurance reminders, or loyalty offers, and track engagement with unique codes.

Reminders and After-Hours Auto-Replies

Reduce lapses and missed payments with automated reminders. After-hours auto-replies acknowledge client inquiries, collect policy details, and set expectations for when an agent will follow up.

Mobile App, Reporting, and Integrations

Agents never miss a message with the mobile app. View response rates, policy renewals, and appointment bookings, and sync everything with your CRM or agency management system.

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Everything You Need to Text at Scale

  • Textellent Messenger

    The Textellent Messenger is a Chrome extension that lets your team text inside the apps you already use—no code, no tab-switching. View full conversation history, reuse approved templates and media, and keep replies organized in a shared inbox.

    Learn More >
  • Integrate SMS

    Textellent integrates with 800+ apps—CRMs, schedulers, forms, and payment platforms—so data flows in and texts go out at the perfect moment. Map fields once, tag contacts consistently, and keep systems in sync.

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  • Automations

    Turn common events into automatic SMS touchpoints: new leads, appointments, payments, status changes, and more. Build simple, rules-based flows that send the right text and follow-ups without manual work.

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  • Franchisor Module

    The Franchisor Module gives franchisors clear visibility across locations while empowering franchisees to execute consistent, on-brand texting that drives growth. Scale what works and spot where support is needed—fast.

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  • AI Rewriter & Translate

    Instantly polish your texts and translate them into different languages, making communication faster and more accessible.

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  • Mobile App

    Keep conversations moving on the go. The Textellent Mobile app brings your shared inbox to iOS & Android with real-time push notifications, quick-reply templates and media, conversation assignment, and full sync to your CRM—so nothing slips through when you’re away from your desk.

    Learn More >

Turn Texts Into Renewals, Referrals, and Retained Clients

FAQs About SMS Marketing for Insurance Agents

What can we do with SMS as insurance agents?
You can send reminders for policy renewals, notify clients about payments, confirm appointments, share claim updates, and promote new coverage options. SMS allows you to maintain strong relationships while cutting back on phone calls and voicemails.
How quickly do clients see and respond to texts? +
Most texts are read within minutes, giving clients immediate access to critical updates. This speed ensures renewals and payments are not missed, and clients feel supported in urgent situations.
Can we use our existing office number? +
Yes. You can text-enable your main line so clients can call or text the same number. Conversations can be routed to the right team member without exposing personal numbers.
How do after-hours auto-replies work? +
When the office is closed, an auto-reply confirms receipt and requests details such as policy number or coverage type. It also informs the client when to expect a response.
Can we segment messages and track results? +
Yes. Create segments by policy type, renewal cycle, geography, or campaign source. Track redemptions, replies, and renewals to measure performance and ROI.
Does this integrate with our CRM or AMS? +
Textellent integrates with CRMs and agency management systems to sync client data, policies, and communication history. Website and referral form submissions can trigger automatic SMS responses.
What about compliance and opt-in or opt-out? +
Clients opt in through keywords, web forms, or QR codes, and every message includes opt-out instructions. STOP and HELP commands are handled automatically to maintain opt-in compliance.
Can we try Textellent for free? +
Yes. Insurance agents can start with a 14-day free trial to test reminders, renewals, and campaigns before upgrading.