Topic
Life insurance
Texting guides for life insurance agents: lead follow-up, underwriting updates, policy delivery, and client reviews.
Life insurance sales can stall during weeks of underwriting, and approved policies sometimes go unplaced because the client lost interest. These articles cover how agents use texting to reach prospects and keep applicants engaged through delivery.
3 guides in this topic·See the life insurance texting CRM →
Underwriting status texts that keep life applications from falling through
A life application can take weeks. Clients who hear nothing in that time are the ones who don't take the policy.
·4 min readRead →
Term life lead follow-up by text: from quote request to application
Term life leads have usually seen a price already. Your job by text is to become the agent they trust, not the lowest number.
·4 min readRead →
How to text mortgage protection leads
Mortgage protection leads convert well when the first message is clear about who you are — and badly when it isn't.
·4 min readRead →