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Reasons to Text

Why an Insurance Agency Should Be Texting Their Clients

Convenience: Texting allows for quick and easy communication, as it can be done from anywhere with a smartphone or internet connection. This is especially useful for clients who may not have access to a phone or computer all the time.


: Texting allows for immediate communication, as messages are delivered and received almost instantly. This can be especially important in emergency situations or when time is of the essence.

Personalization: Texting allows for personalized communication, as agents can send individual texts to clients rather than sending mass emails or making phone calls. This can help build stronger relationships with clients and improve customer service.



Texting provides an efficient way of keeping records, as all conversations can be stored and revisited if necessary. This can be beneficial for maintaining important details or resolving any problems that may occur. In general, texting can be a useful tool for insurance companies to communicate with clients and enhance the customer experience

Use Text Messages to Send Reminders

Sending text messages can be an effective way to remind clients about policy renewals, appointment reminders, and payment due dates. You can even include specific calendar appointments in your text messages, which your clients can save directly to their calendars to ensure they don't miss any important meetings. It's important to stay current with advancements in technology, software, and guidelines in order to provide a smooth and effective communication experience for you and your clients. Texting is a popular and convenient method of communication that can benefit your business.

Providing Claims Updates

First, it allows your clients to quickly and easily communicate with you to report a claim or ask questions about the claims process. This can save you time and effort by eliminating the need to make phone calls or visit a local office in person.

Additionally, texting allows you to easily document your communication with the insurance company. This can be helpful if there are any disputes or misunderstandings about the claims process or the information that was provided.
When you have a claim, photos are helpful to show damage and in possibly determining fault. Sending a picture right away allows the claim to be easily documented and can even help if the agent or adjuster isn’t able to assess the damage in person immediately after the accident occurs. Having the photo can allow the claims process to move faster and resolve quickly. The picture can also be used as evidence in any legal proceedings that may result from the accident or if something should go wrong with the case.

Requesting Google Reviews

Customers often rely on reviews from other people when considering a product or service, and insurance agencies are no exception. However, a disproportionate number of customers may read reviews rather than write them, potentially leading to an inaccurate portrayal of the customer experience. To get a more accurate representation of your agency's services and stand out from the competition, it is important to have as many of your customers as possible leave reviews. Positive reviews, in particular, can help to establish your agency's credibility and trustworthiness in the eyes of both Google's algorithm and potential customers. To achieve this, it is necessary to have a well-thought-out strategy for requesting reviews from your customers. Also, Google reviews will help in your ranking in their search engine.

Sending Your Clientele Personalized Birthday Wishes

Sending a personalized message to your clients wishing them a happy birthday can be a thoughtful and appreciated gesture. It can help to build a stronger relationship with your clients and show them that you value them as more than just a customer.