What can we do with SMS as insurance agents?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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Yes. Insurance agents can start with a 14-day free trial to test reminders, renewals, and campaigns before upgrading.
