10 Ways Texting Can Increase Agency Revenue

It’s getting harder and harder to communicate with customers — they don’t pick up the phone and rarely check their email. These traditional means of communication are just not as effective as they used to be. There is an easier way for your agency to communicate with customers — texting!

Customers love to text. It’s non-disruptive, to-the-point and, most importantly, easy. By enabling your agency to text from your existing phone number, you can reach customers quickly and on their terms. By increasing communication efficiency and customer satisfaction, you can write more insurance, retain more customers and improve agency productivity.

Here are 10 ways to use texting at your agency:

Text opted-in inbound leads immediately to increase your speed-to-lead and beat out competition.

Send billing reminders or pastdue alerts via text and include a link to pay their bill. Make it easy for customers to pay right from their cell phones!

Schedule a text to be sent when it’s time for a policy renewal. Increase renewal appointments and opportunities to upsell.

Prepare Happy Birthday texts for high-value customers to deepen personal connections and improve your retention rate.

Text a photo of the first page of a quote as soon as it’s ready and request a phone call to go over the quote. Catch them while insurance is top of mind.

Be readily available for customers, even when you are on the phone or texting another customer. Texting enables your customers to reach you quickly and easily!

Send group texts to customers you have quoted but not closed. BCC group texting allows you to send one followup text to multiple leads at once. And they won’t know they’re in a group.

Change your voicemail greeting and messages to include “just text us back at this number” to increase inbound communications from customers while decreasing phone calls.

Ask customers to text in photos of VIN numbers to eliminate confusion or frustration in gathering the long number.

Let customers text photos of the sides of their home, claims damage or even documentation so they don’t have to go through the pain of attaching them to an email.

Sign up for Zipwhip's best tips

More resources

The Definitive Guide to Customer Engagement with Insurance Texting
Podcast: Digital Transformation in Insurance & Beyond with Laura Drabik
The Ultimate Guide to Texting for Insurance

Start texting today with a free trial of Zipwhip