Texting for insurance agents

Text customers from your agency number

Two-way texting on the numbers your customers already know, with every message saved on the contact next to your calls and emails.

Two-way texts on the agency line

Text from the same numbers you call from, so customers recognize you and can reply. Replies land in the shared inbox and on the customer's record.

  • Texts, calls and emails on one contact timeline
  • A shared inbox for the whole team
  • Desktop alerts for new texts

Registered for business texting

Carriers require business texting to be registered (A2P 10DLC). The registration is done from inside the app, step by step, so your texts are delivered instead of filtered.

Opt-outs and quiet hours handled

When someone replies STOP, they're opted out and the app won't text them again, and quiet hours keep your agency from texting customers late at night.

Write faster with snippets and signatures

Save the replies you send every day as snippets, fill in the customer's name and details automatically, and sign every message with each agent's own signature.

Texts that send themselves

Workflows send timed texts after a new lead, an appointment or a tag, and AI text agents can answer replies and book a callback when your team is busy.

FAQ

Questions agencies ask

Do customers see our agency number?
Yes. Texts go out from your agency's own numbers, the same ones you call from.
Do we have to register to text customers?
Yes. Business texting in the US has to be registered (A2P 10DLC). The registration is built into the app, so you can complete it without a separate service.
What happens when a customer replies STOP?
They're opted out automatically and the app won't send them texts again.

See it on a sample agency

Open the live demo to explore a sample agency with no sign-up, or book a walkthrough with us.

Texting Software for Insurance Agents: Two-Way Business Texting | Insurance CRM