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SMS PLATFORM FOR INSURANCE AGENTS

INSURANCE AGENT SMS PLATFORM

Close more policies with insurance SMS marketing. Send renewal reminders, quote follow-ups, and claim updates via text to improve response rates by 600%.

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✓ 99.9% DELIVERY RATE|✓ 36-HR DLC APPROVAL|✓ NO SETUP FEES|✓ CANCEL ANYTIME

CHALLENGES INSURANCE AGENTS BUSINESSES FACE

1

Leads Don't Answer Calls

Insurance shoppers request quotes then ignore calls. SMS follow-up gets 45% response vs 7% for calls alone.

2

Policy Renewals Lapse

Clients forget renewal dates and let policies lapse. SMS renewal reminders 30 days before reduce lapses by 55%.

3

Cross-Sell Opportunities Missed

Auto policyholders also need home insurance. SMS cross-sell campaigns convert 18% vs 3% for email.

4

Annual Reviews Never Happen

Clients avoid annual review meetings. 'Quick policy check via text' engagement is 10x higher than phone requests.

SMS USE CASES

HOW INSURANCE AGENTS USES
SMS MARKETING

Real-world SMS messaging applications proven to increase engagement, reduce costs, and drive revenue for insurance agents businesses.

QUOTE FOLLOW-UPS

Automatically text insurance quote leads within 5 minutes with quote summary and easy 'yes, let's proceed' reply.

POLICY RENEWAL REMINDERS

Send renewal alerts 30, 14, and 3 days before policy expiration with one-click renewal link.

CROSS-SELL CAMPAIGNS

Text auto insurance clients about home, life, or umbrella policy options based on life events (new home, marriage, kids).

CLAIM STATUS UPDATES

Send proactive claim status updates via SMS to reduce 'where's my claim' calls and improve customer satisfaction.

BIRTHDAY & LIFE EVENT OUTREACH

Text birthday wishes with policy review offers or congratulate on life events (new home, new car) with coverage recommendations.

REFERRAL REQUESTS

Ask satisfied clients for referrals via text with easy 'forward this message' referral links.

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INSURANCE AGENTS-SPECIFIC
PLATFORM FEATURES

Powerful features designed specifically for insurance agents businesses to maximize SMS marketing ROI.

AMS INTEGRATION

Integrate with Applied Epic, AMS360, EZLynx, and other agency management systems for automatic client sync.

POLICY DATE TRIGGERS

Automatically trigger renewal reminders, annual review requests, and birthday messages based on policy data.

MULTI-LINE TRACKING

See which clients have auto-only, home-only, or bundled policies to target cross-sell opportunities.

COMPLIANCE MONITORING

Built-in opt-out handling and Do Not Call list compliance for insurance regulations.

"I closed 14 policies in one month just from SMS quote follow-ups. Prospects who ignored my calls for weeks replied to texts in minutes. My renewal retention rate is now 94%, up from 78%. DMText is a must-have for modern insurance agents."
6X LEAD RESPONSE
Mark Stevens
Independent Insurance Agent, Stevens Insurance Group
FREQUENTLY ASKED QUESTIONS

INSURANCE AGENTS SMS
QUESTIONS ANSWERED

Insurance agents use SMS for instant quote follow-ups, policy renewal reminders, cross-sell campaigns, claim updates, annual review requests, and referral requests to improve response rates and retention.

READY TO TRY SMS FOR INSURANCE AGENTS?

Join insurance agents businesses using DMText to send millions of messages and achieve unprecedented growth.

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