SMS MARKETING

Text Messaging For Insurance Agents.

Email open rates are 20 percent. SMS open rates are 98 percent. ALE ships with TCPA safe SMS workflows for solo and small agencies.

AGENTS UNDERUSE SMS

Agents Underuse SMS

Most agents have never sent a compliant mass text. Without automation, SMS is the channel agents ignore while competitors win with it.

TCPA Fear

Agents avoid SMS because of TCPA lawsuits. Without a compliant system, the fear is justified.

Manual Sends Do Not Scale

Typing out 50 renewal reminder texts a day is a producer killer. You stop doing it.

No Tracking

Personal cell texts do not log in the CRM. Compliance audits and renewal tracking break.

THE SMS PLAYBOOK

The SMS Playbook

01

TCPA Safe Opt In

New leads opt in via web form or keyword. Every opt in is logged with timestamp for compliance.

02

Speed To Lead SMS

New lead gets SMS in 60 seconds. 98 percent open rate. Quote rate triples vs email only.

03

Renewal Nudge

60, 30, 14, 7 day renewal SMS reminders with a booking link. Renewals quoted 3 weeks early.

04

Missed Call Text Back

Miss a call, auto text fires with booking link. Zero leads lost at night or weekends.

05

Review Ask

Day 7 post bind, SMS asks for Google review. Click through rate is 10x email review asks.

06

Seasonal Campaigns

Hurricane prep, winter driving, open enrollment seasonal SMS campaigns.

WHO THIS FITS

Who This Fits

Solo Producers

You do not have time to text 50 clients. Automation sends for you, logs in CRM.

P and C Agents

Auto and home renewal reminders, claims update texts, cross sell drips.

Medicare Agents

AEP season SMS blasts, scope of appointment reminders, compliant opt in tracking.

Commercial Brokers

Submission status texts, renewal prep, certificate of insurance reminders.

PACKAGE FIT

SMS Marketing Packages

Launch: $497 per month

Core SMS automation, speed to lead, missed call text back, review ask, renewal nudges.

  • Core CRM
  • SMS and email
  • TCPA safe opt in
  • Missed call text back
  • Renewal SMS reminders
SEE PACKAGES

Text Your Way To A Bigger Book.

Book a 20 minute demo. We will show you the SMS workflows, TCPA safe opt in, and renewal nudge stack.