SMS Marketing
for Insurance Sales

Reach prospects where they're most responsive. Compliant SMS campaigns with automated follow-ups, appointment reminders, and seamless integration with your dialer and CRM.

Compliant Automated $50/seat
Try SMS Marketing

Why SMS Marketing for Insurance?

Text messages have a 98% open rate compared to 20% for email. For insurance agencies, SMS is perfect for appointment reminders, policy renewal notices, enrollment deadline alerts, and quick follow-ups after calls.

When used compliantly with proper consent, SMS marketing can dramatically increase contact rates and conversions for insurance sales teams.

TCPA Compliant: AgentTech SMS includes consent tracking, opt-out management, and time-zone restrictions to keep your texting campaigns compliant.

SMS Marketing Features

Text marketing that converts and stays compliant.

  • Bulk SMS campaigns with personalization
  • Automated follow-up sequences
  • Two-way texting with agents
  • Consent and opt-out management
  • CRM integration for all conversations

SMS Power

98%
Open rate
Compliant
Campaigns
2-way
Texting

Explore More

Insurance Dialer Call Recording Cost Per Acquisition Guide Insurance Lead Types Average Handle Time

References & Authoritative Sources

The information on this page is supported by the following official and authoritative sources.

  1. 1
  2. 2
    CTIA CTIA

Frequently Asked Questions

Yes, with proper consent. TCPA requires prior express written consent before sending marketing text messages. AgentTech's SMS feature includes consent tracking, opt-out management (STOP keyword), and compliance documentation for every message sent.

Insurance SMS marketing must comply with TCPA (written consent required), CAN-SPAM (for commercial messages), CTIA guidelines (message and data rates disclosure), and state-specific rules. Messages must include opt-out instructions and sender identification.

Yes. AgentTech supports automated SMS follow-ups triggered by call outcomes, CRM events, or scheduled sequences. For example: send a "thank you for your time" text after a call, or "your enrollment window closes in 3 days" reminders during AEP.

Yes. SMS is included in AgentTech's $50/seat pricing. Agents can send and receive text messages directly from the platform, with all messages logged in the CRM alongside call records for a complete communication history.

Ready to Boost Engagement with SMS?

Reach prospects where they respond. Try AgentTech SMS today.

Try SMS Marketing

Related Features

Call Transcription

Real-time speech-to-text
Call Recording

Secure compliance recording
Real-Time Coaching

AI guidance during calls
Compliance Monitoring

Medicare-specific violation detection
View All Solutions

Last updated: