How To Connect With Your Insurance Customers Using Twilio Enhanced Text Messaging

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Texting is one of the most efficient and effective communication methods for independent insurance agents. It’s a straightforward way to reach clients and provide answers to their questions, policy updates, and more with minimal interruptions. Keep reading to learn how to use SMS marketing for your insurance agency. 

SMS Marketing for Insurance Agents

Texting has been used to provide updates, alerts, and other one-way messages for years. But many independent insurance agents are now adding it to their marketing efforts as a way to adapt to and engage the modern customer. However, there’s a fine line between providing value through text marketing and spamming your audience, so it’s important to find the right balance. 

You’ll want to start any text conversations by asking permission to contact the individual or sending them an initial opt-in agreement message. 

How To Use Text Marketing for Insurance Man using phone

Text marketing and insurance are best used together when the content is informative, relevant, and offers value for the customer. When targeting, being as specific as possible is also essential in selecting the right contacts for your audience. It’s all about sending the right message to the right person at the right time, and with a 98% open rate for SMS marketing, your chances of being noticed are high if you can achieve that combination. 

Examples of Insurance Texting

Below are examples of how to use text marketing to build relationships with existing customers, get new customers, and market your agency. 

  • Answer quick questions
  • Book phone calls and meetings
  • Update customers on policies and claims
  • Send payment and billing reminders
  • Generate Google reviews and referrals
  • Cross-sell coverage plans to existing clients
  • Allow clients to submit claims
  • Provide comfort and information during emergencies or accidents

Benefits of SMS & MMS for Insurance Agents

Your leads and clients want the same quick, accessible communication they get from other service providers. And there’s no more convenient way to communicate than texting. Interacting with your audience through their preferred medium and on their terms can allow for the following:

  • High open and engagement rates
  • Direct, 1-on-1 conversations
  • Faster response times
  • Increased client trust 
  • Informed, active customers
  • Promotion of long-form content

SMS Marketing Tools

Utilizing an SMS marketing platform is a great way to roll out text marketing for your insurance agency. Many SMS services offer comprehensive tools to plan, execute, and track text campaigns to ensure you achieve your goals. Twilio is a secure, data-driven customer engagement platform with a multitude of messaging capabilities, including:

  • SMS
  • MMS
  • Conversational Chat
  • WhatsApp
  • Facebook Messenger
  • Google My Business Messages

Twilio’s platform is packed with resources to help you grow traffic, convert more leads, cross-sell, and execute complete SMS marketing strategies. You can send messages to client lists and individuals, create drip workflows, and deliver ongoing informational campaigns efficiently while recording data for reporting and record keeping. 

Get Twilio With Eclipse for Insurance SMS Marketing

Combining Twilio with your AMS allows you to harness internal agency and client data to create targeted campaigns that are informative, relevant, and offer value. Thanks to NASA’s integration with Twilio, Eclipse users can send and receive text messages securely and reliably from their AMS dashboard. If you’re ready to leverage the power of Twilio Enhanced Text Messaging with Eclipse, our team is here to help get you started. 

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