Redtie for Insurance Agencies – Business Text Messaging

As an Insurance agent, you’ve constantly got quotes to run, plans to prepare, employees to manage, and events to attend. Wouldn’t it be nice if you could slim down your to-do list while also creating more revenue opportunities? Many other insurance agents have done both by texting with their clients.

Why Texting should be one of your primary business communication channels?

These days, 90% of customers prefer to text instead of talking on the phone or emailing back-and-forth.

Yet, less than half of businesses offer the option to text!

That’s good news for you, because simply offering business texting as a way to schedule appointments, reschedule, confirm, and ask questions gives you an advantage over your competitors.

Well, all of your clients’ information is secure and owned by the agency, for one. You and your whole team can log in online to text from a shared dashboard, and you can text with your main office number.

There are other benefits, too, like lead generation tools, scheduled messages, and campaigns. These pieces come together to help your business, and make each of the following five strategies much more effective than if you just used a cell phone.

Here are ways Insurance Agents can use text messaging with clients:

  1. Schedule more meetings and appointments.

Virtually every text is read, while about one in five calls, emails, and voicemail messages get through. That means it’s a lot easier to schedule more meetings with current clients with text messages. You’ll get more responses and set more meetings, because people will actually see your message. You can also schedule these texts in advance.

  1. Reach out during big moments.

Your business is built on relationships, and relationships are all about being there for people. Text messages make it easy to be there for lots of people all the time.

You still need to be involved in the community, send your handwritten notes, and all that, but you also need to text your clients during their big moments. It’s a simple gesture that means a lot to them.

For example, text a client when their birthday rolls around, when their kid earns an award at school, or when you see them in the news.

  1. Send reminders for meetings and payments.

You might schedule a meeting for two days or two months in advance. Either way, there’s plenty of room for something to happen. Make sure your clients don’t leave you stag by sending them a reminder text the day before.

With Redtie, you can even build an SMS subscriber list of clients who want regular reminders and updates to keep them engaged.

  1. Ask for online reviews.

When it’s time to find an agent, people either ask around for referrals, or scour online reviews. Sometimes they do both. In fact, 90% of people say online reviews influence their buying decisions.

Getting reviews, then, is an important part of growing your insurance company. Meanwhile, 99% of text messages are read. Texts with links in them have a 45% click-through rate, and are read within five seconds of being sent, on average.

If you want to turn happy clients into great online reviews, texting is the way to do it!

  1. Share pictures to expedite applications and claims.

Drivers licenses, VINs, property damage, policy details – there are plenty of situations where you need to see specific details to process your client’s paperwork. Most of the time, though, they are not standing right in front of you with the information in hand.

Sending pictures for these details is convenient for your agency, and provides an incredible customer experience. It’s just one more way your insurance agency can stand out from the competition!

Your customers are looking for an amazing experience. Providing options for them to schedule and communicate via business text messaging makes the process easier for them, which makes for happier customers. Your insurance business can use the texting platform to send and receive updates, schedule appointments, build customer relationships, close sales and communicate with staff.

Fast and simple modes of communication like texting and instant messaging are quickly overtaking emails, calls, and yes–postcards. Your customers love quick communication!

That’s why texting is no longer just for personal conversations with your friends and family.

Text messaging is now a powerful communication tool for Insurance agencies.

You no longer have to play phone tag. Send a text so that the call can happen at a convenient time for your customer!

Request a demo of Redtie today to find out how a business text messaging platform can help your insurance business!

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For the best text message platform, consider opting for ‘Redtie’ two-way text messaging software. Sign up for a free trial now and see how it can help you take your business to the next level.

Visit: Reach us now at +1 484–874–5535 or email to

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