Business Communication


Even though you might just send texts in your personal life at the moment, they can be an effective marketing tool when utilised wisely. SMS (Short Messaging Service) is the most popular sort of text message, and insurance brokers may use it to connect with a variety of potential clients. 

As a result, when insurance agents employ SMS marketing, they must provide content that will interest the audience. However, there is a thin line between sending an SMS that generates sales and one that appears to be spam. To stay on the right side of that line, insurance agents must closely monitor how their SMS marketing is being received and be aware of how they send texts


SMS marketing is similar to email marketing in many respects. Although you could potentially send texts by hand, there are a number of SMS platforms you can use to send texts in bulk or at the very least give individual texts some level of automation, much like you do with email marketing systems. However, SMS marketing has the potential to outperform email if utilised sparingly. 

According to us, an email and SMS gateway tool, “the mix of the immediateness, mobile push, and rare use means it catches your clients’ attention exactly when you want it.” Customers now anticipate using email because of its widespread use. A well-timed SMS is effective though since it’s uncommon.

You may want to think about developing distinct lists, just as you would with email, since SMS marketing may be used to reach both current and potential consumers. SMS marketing may assist existing consumers become more engaged and boost customer retention. If you have authorization to send an SMS to every event participant. You can use it to try to advance prospects along the sales funnel and even create totally new leads. 

The following are a few of the more particular use cases for SMS marketing:

Activating Leads 

You may initially attract prospects by using lead generation channels like search and social media. But you want to do more than simply grab their attention. Ideally, you can strike up a discussion as well. Moving the interaction from the internet to text messages. If you can, may make it feel more intimate and draw in leads. 

To attract leads from Google Ads to text you and initiate a discussion, for instance. You may create an SMS marketing plan. According to survey, a business text messaging provider, “Google Ads SMS allows your team to add an SMS number to a Google search ad, along with a CTA requesting leads to text in with their inquiries.”

Sending Notices of Renewal 

SMS marketing may be used to promote renewals from current clients. An SMS might catch their attention and result in additional sales when a renewal date draws near and they may not have reacted to email renewal alerts. Perhaps a client intended to renew their coverage but forgot since the email was buried in their inbox. Therefore, if there is a link in the SMS message that they can click to finish the renewal process from their mobile device, it may be helpful for customers to handle it immediately.

Long-term lead generation can also be enhanced by a simple renewal procedure aided by SMS marketing. Customers may be more inclined to recommend you to other business owners if you make it simple for them to renew their contracts. Additionally, if you can automate renewal reminders, you’ll have more time to devote to lead generating initiatives.

Requesting Reviews 

Sending nice texts asking for feedback is another approach to utilise SMS to boost sales. For instance, you might use an SMS platform to set up an automated text message about this one month after a new customer purchases a policy. In this manner, you avoid immediately barraging the customer with requests but you also avoid leaving things up to chance and hope that clients would choose to leave a review. Avoid making repeated requests, but a carefully stated. One-time letter asking for this favour could assist you in obtaining more evaluations. Which can subsequently assist you in attracting more prospects.


Insurance agents should check that they are adhering to all applicable privacy and permission requirements before sending SMS communications. You don’t only want to stay away from seeming like a spammer; you also don’t want to break any laws. For instance, the Telephone Consumer Protection Act (TCPA) mandates that receivers “give firms ‘express written authorization’ before the business sends them automated promotional text messages. 

This signed assent cannot be concealed within a lengthy, legalese-filled document. To ensure that the recipient understands what they are agreeing to, it must be obvious and clear.


Even if they never urge you to stop, you shouldn’t send too many texts to leads and clients even if you have their consent to do so. Put yourself in the receivers’ position at the very least when determining the optimal frequency of SMS marketing messages. This depends on the type of business sending the texts and the recipients. Stay below that number if you believe it would be inconvenient to get SMS from a company on a regular basis, such as once per month.


As a content strategist and marketer, I help companies reach their target audiences through compelling stories and powerful marketing techniques. My experience ranges from developing long-form blog posts to crafting tailored email campaigns. I've also worked as an editor for a magazine, which has given me the skills to understand complex writing structures and how to craft engaging content that resonates with readers.

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