Nowadays, a huge portion of the population always has their phone with them. With a 98% open rate, texts are a definite way to reach clients and prospects of your Insurance agency. With texting, Insurance agency marketing and servicing clients becomes simpler and effective.

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Why use SMS for insurance agency or agent messaging?

Texting is the most preferred medium of communication among consumers in the US. They are more likely to look at and respond to texts than emails or calls. For Insurance agencies texting is a guaranteed way to get faster conversions and a medium to provide better service. 

You can automate your text messages to follow up with clients or leads, address queries, send reminders, book meetings and send updates about policies and people’s plans. Streamline your insurance agency marketing activities and provide seamless service with SMS Messaging. 

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SMS messaging for insurance agencies: by the numbers

  • Text messages have a 45% response rate as opposed to calls with a response rate as low as 2%

  • Over 50% of insurance searches and conversations are done on mobile phones.

  • 98% of all text messages are open and read.

  • About 61% of marketers still don’t use SMS, getting on board now will give companies a head start.

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Benefits of text messaging for insurance agency

Text messaging is the best way to reach your audience. There are various benefits of it depending on how you decide to use it to reach out to clients or prospects.  

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  • As most messages are opened within the first 5 minutes of receiving them, they are a reliable and fast way of communicating information.

  • Follow up with Insurance clients and send the reminders of upcoming meetings, installments or updates.

  • Set up meetings or calls with clients or leads through texts.

  • Get more conversions by directing people to your website or sending mass insurance agency marketing texts to prospects.

  • Automate messages and notifications to streamline operations.

  • Provide support efficiently and promptly, whenever your client needs it.

Uses for sending text messages for insurance agency

Follow up with clients or leads

Book meetings or schedule calls for the introduction of agent or agency or to discuss important updates.

Be accessible to clients at all times to address their queries and concerns. You can send MMS Messages for different media.

Send mass SMS messages to prospects to market your agency and get more conversions.

Send reminders to clients about meetings, payments or policy changes.

Give clients an option to opt out of getting messages from you.

Get traffic on your website by directing people to it via texts.

Add a personal touch to your communication by wishing loyal clients on special days.

(855) 397 6679
Good Morning Peggy,

Just wanted to follow up on our previous conversation pertaining to your interest in our medical insurance plans.

Please let me know if you’d like us to help you with any more information.

(855) 397 6679
Hello Jonah,

Gregory from [Insurance Agency Name] will be assisting you with the formalities of your insurance claim. Can you please let us know of when is a convenient time to get on call with you for the same.

(855) 397 6679
Hi Andy,

As requested by you, here is the information of your Home Insurance along with your completed and pending payment installments. Click on the link to view the same [Insert Link]

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(855) 397 6679

It is never too late to start securing yours and your family’s future. At [Insert Agency Name] we have multiple medical insurance plans that might be what you need.

Click on the link below to view your options now!

(855) 397 6679
Hey Annie,

This is just a reminder that your payment of [Insert Value] for [Insert Policy Name] is scheduled to be deducted from your account ending [Last 4 digits].

Please ensure your account has sufficient funds.

(855) 397 6679
Hi Nate,

Thank you for signing up to receive texts from [Insert Insurance Agency Name]! If you want to receive messages from us in the future, please reply to this message with a YES and confirm subscription.

(855) 397 6679
Good Evening Harry,

We understand that you are interested in getting your car insured. At [Insert Insurance Agency Name] we have multiple options for you.

Visit our website [Website URL] and know more.

(855) 397 6679
Hello Wendy,

We at [Insurance Agency Name] wish you a very happy birthday. Have a beautiful day and thank you for being one of our most valued customers.

What to include in your insurance agency text messages:

When messaging clients to follow up on their payments, address queries, send reminders, book meetings or send updates it is always best to first understand what people want and then address the same with a solution. This lets our clients know that you hear them and are there to help them. While doing this it is important to be concise and to the point.

When you are crisp with your messaging it allows readers to grasp information quickly without getting confused. You can use MMS messages to send media information too. To add structure to your messages you should have three elements in your message - greeting, core message and call to action.

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How to start sending text messages about your insurance agency

To make the best of the the Texting Base SMS marketing tool you first have to follow these simple steps to get started:


Sign up for Texting Base

Sign up for Texting Base for free for 14 days. After that, you can choose the plan that best fits your needs.


Migrate your current contact list

Don’t lose the progress you have already made. Texting Base makes it simple to upload your existing contact list so you can keep building your text marketing strategy without having to start from scratch.


Build your insurance agency text message scripts

Save time in the future by spending some time working on your insurance agency marketing text templates now. You can always customize any text you send, but having templates for common interactions saves you hours of work every week.


Choose your campaign keyword

Your campaign keyword is the phrase or single word that your prospects can use to opt into your contact list via text message. For your insurance agency, this word could be the name of your business or even something catchy, such as “INSURANCE MESSAGE.”


Get the word out

Once you have chosen your campaign keyword, it’s time to let prospects know they can opt into your SMS contact list and get helpful information. You can get the word out by sending out a mass email, adding the campaign keyword to your website, posting the keyword on your social media platforms and simply telling everyone you meet. Use MMS Messages for more creativity.


Start sending insurance text messages

As your customer base grows, you need to make sure you can make them all know that you are always there to assist them. Texting Base makes that part easy. Automate replies and texts about booking information and more with our texting platform.

Helpful resources for insurance text messages:

SMS Marketing Guide 
Know the laws of SMS marketing 
Use creative SMS campaigns that inspire others
To start with, use of ready templates for text marketing
Use set templates to provide customer support promptly
Add a personal touch to your messages but stay formal in tone
Leverage the power of SMS marketing
Be informative yet concise in your messages

Insurance agency text message templates


Laws for sending insurance text messages :

When using text messages to market your insurance agency or as a communication channel, you have to follow specific rules and guidelines to stay compliant to the laws of SMS marketing.

To not get flagged, your business should have a standardized way of communication. Learn more about SMS marketing to create text message campaigns for all your delivery customers.

More about SMS marketing

Here is what you need to include in your texts to stay compliant:

  • Stay informative yet to the point messages when messaging your customers

  • Let clients know that all their personal information is safe with you

  • Do not flood the client’s inbox with unnecessary texts

Get started texting today