Topic

Insurance

8 guides on insurance — written for teams that text customers every day and need it to work.

Annual policy review campaigns by text

The annual review is the highest-value conversation an agent has all year, and most clients never get invited to one.

·6 min readRead →

Auto insurance renewal texts that protect your book

Clients shop when a renewal notice surprises them. Getting there first is the whole game.

·6 min readRead →

How to work aged insurance leads by text

Aged leads are cheap because nobody works them properly. Texting is what makes the economics work.

·6 min readRead →

Asking for insurance referrals by text

Referrals close faster and stay longer than any lead you can buy. Most agents ask twice a year by accident.

·5 min readRead →

Cross-selling insurance policies by text

A second policy roughly doubles how long a client stays. Texting is the cheapest way to start that conversation.

·6 min readRead →

Commercial insurance prospecting by text

Business owners do not answer unknown calls either. They do read texts between meetings.

·6 min readRead →

9 SMS drip templates for insurance agents

Proven, copy-paste SMS templates for every stage of the insurance follow-up — first touch through re-engagement. Short, human, and built to get replies.

·5 min readRead →

How fast should you text a new insurance lead?

The single biggest predictor of whether you reach an insurance lead is how fast you respond. Here is the data — and how to hit a 5-minute window on every lead, automatically.

·6 min readRead →

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