Insurance SMS Software for Better Client Engagement
Discover the power of insurance text message marketing with Clerk Chat. Engage clients, streamline processes, and boost satisfaction effortlessly.
Use cases
Explore how text messaging for insurance helps agencies boost response rates, save time, and grow revenue.
Policy renewals
"Your auto insurance policy expires on [Date]. Renew now to maintain continuous coverage and save 5% with early renewal discount! Reply YES for details. 🛡️"
Claims status updates
"Your claim #[Number] has been approved and processed. Payment will be issued within 3-5 business days. Questions? Reply HELP to connect with your agent. âś…"
Appointment reminders
"Reminder: Your policy review meeting with [Agent Name] is tomorrow at [Time]. Reply C to confirm or R to reschedule. We look forward to serving you! đź“…"
AI Agentic Workflows
Read all about our commitment to security, industry-leading integrations, and how we're building trust and partnerships to support your restaurant communications.
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Featured
FAQ FlowAnswering FAQs is repetitive and time-consuming, taking away from high-value tasks. At the same time, leaving common questions unanswered can frustrate potential customers and lead to lost revenue. The FAQ AI Agent eliminates this challenge by instantly responding to frequently asked questions, ensuring customers get the information they need without delays.
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Follow UpFollow-ups are key to driving sales. This AI Agent automates the process by sending personalized, timely messages based on conversation history. Simply set a follow-up schedule, define any messaging preferences, and let AI take over.
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QualificationThe Qualification AI Agent instantly reaches out to new leads, asks the right qualifying questions, and filters out unqualified prospects. It engages in a conversational way, extracts key details, and seamlessly hands off the right leads to your sales team.
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Qualification + Follow UpThis is an AI agent that asks 3 qualifying questions to your top of funnel leads. If they drop off at any point during this qualification sequence, up to 3 follow ups are sent to the lead to engage them and finish the qualification sequence.
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Our platform is built for insurance text message marketing
Effortless compliance and security
Keep your communications fully compliant with industry regulations using Clerk Chat.
Archive message logs with ease and protect sensitive client data, simplifying audits and maintaining top-tier data security.
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Seamlessly integrate your existing number
Easily connect your current phone number with Clerk Chat.
Keep your insurance text message marketing unified while maintaining your existing carrier. Clerk Chat ensures your messages are secure and compliant across all major VoIP platforms.
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Supercharge your insurance operations with AI
Unlock the power of AI to elevate your team's efficiency.
Clerk Chat’s AI learns from your data to craft personalized, compliant insurance SMS, ensuring that every message meets the needs of your clients and aligns with your brand.
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Simplify and automate client communication
Take the hassle out of client communication with Clerk Chat’s automation tools.
From appointment reminders to policy updates, automate routine tasks and focus on delivering exceptional service, knowing your workflows are seamlessly managed.
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Jeff GelwixPresident @ Sonic Drive-in
Clerk Chat is a beautifully built solution that is flexible, customizable, intuitive, and perfect for collaboration. We love the Clerk Chat platform, but what we love even more is how amazing and caring the team behind it is.
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Cruz M.Professional Independent Marketer
As a marketing professional, I had trouble communicating with my contractors because we used Slack and Teams, but they weren't always online. I spent months looking for a tool to help me send text messages or WhatsApp messages to them so they could log in to Zoom and Google Meets. Plus, Clerk Chat also allows me text my clients that I have on HubSpot CRM.
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Katrina BoganyPresident of Fab Finishes, Inc.
Clerk Chat is truly the missing piece of the puzzle with Teams! It makes Teams a complete communications solution, by adding the vitally important SMS texting functionality to the platform. In addition, Clerk Chat’s support is excellent.
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#ScheduleDemo
Instant, secure, 1:1 and multiplayer messaging. No APIs, no developers, no fuss.
This ensures that customers receive swift responses, while also preventing any team member from becoming overwhelmed.
Policy Renewal Reminder: "Hi [Client Name], your [Policy Type] insurance policy is due for renewal on [Date]. Reply 'YES' to renew or 'CONTACT' to discuss options."
Claim Status Update: "Dear [Client Name], your claim [Claim ID] has been processed. Check your account for details or contact us for more information."
Coverage Update: "Alert: Your insurance coverage has been updated. Review your new benefits and limits at [Link]. Contact us if you have any questions."
Premium Payment Reminder: "Hi [Client Name], your premium payment of [Amount] is due on [Date]. Ensure timely payment to maintain your coverage."
Policy Document Available: "Notification: Your policy documents are now available online. Access them at [Link] and contact us if you need assistance."
Emergency Contact Update: "Hi [Client Name], we noticed your emergency contact information is outdated. Please update it at [Link] to ensure we can assist you effectively."
Customer Feedback: "Hi [Client Name], we value your opinion. Please take a moment to share your experience with our services. [Survey Link]"
Risk Assessment Tip: "Hi [Client Name], regular home inspections can help identify risks and reduce your insurance premiums. Contact us for a comprehensive risk assessment."
Insure & secure: insurance text messaging resource hub
Discover expert insights, compliance must-dos, and best practices to transform policyholder communications.
Conversational AI for Insurance Firms: A Guide to Implementation and Success
Discover the unique benefits of conversational AI for insurance firms, and learn how to implement the right AI strategies into your workflow with this Clerk Chat guide.
Read the Article
November 6, 2024
The No Nonsense Guide to SMS Compliance and Why it Matters
Is your company up to date with the latest SMS compliance rules? If not, you could be putting your business at risk. Learn how to navigate the latest laws with this guide.
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February 23, 2025
How to Leverage AI for Insurance Agents to Create Better Client Relationships
Leveraging AI for insurance agents creates automated processes, transforms policyholder engagement, improves customer experience, optimizes decision-making, and reduces risk.
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January 8, 2025
Clerk ChatCustomer stories
Transportation
“Text messaging is something we wanted to do for a long time. Clerk was the perfect solution. We use it for ride reminders, dispatch communication, and scheduling. It's really helped our workflow.”
Aaron Stahl - Operations, Wexexpress
“Clerk helped us align with our mission of getting things done timely and well and giving our clients that first class service they come to us for.”
Jennifer Bennett - Founder, Get Desky
“Our efficiency increased. Our booking rate increased. Our closing rate increased. Integrating different software at one time turned out to be a lightbulb moment.”
Kardo Creative
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FAQ
Have questions? We've got answers.
Find what you need quickly and clearly with our most frequently asked questions.
Imagine transforming your marketing into a conversation that feels personal and immediate. That's what Clerk Chat does for you. By integrating SMS directly into your workflow, you can send reminders, policy updates, or even just a friendly 'hello' without skipping a beat. Clerk Chat helps leverage the power of both SMS insurance and finance SMS to engage clients and build trust - your clients will feel valued and informed.
You can save time and keep clients informed. Text messaging is fast and you can take advantage of customizable templates and snippets to find quick ways to connect with customers whether it be to send policy updates, accident reminders, renewal notifications, or even a personalzed offer. With Clerk Chat, your messages are seen daily, leading to more frequent responses and a more engaged customer base. It's not just messaging; it's connecting.
Absolutely! Think about it – when was the last time you ignored a text message? Texting offers an immediacy that emails can't match. With Clerk Chat, your messages land right in the palm of their hands, leading to higher open rates, quicker responses, and a more engaged customer base. It's not just messaging; it's connecting.
Yes, indeed! Scheduling messages is a game-changer for insurance agents. With Clerk Chat, you can plan a text messaging for insurance agents campaign in advance. Whether it’s appointment reminders or renewal notices, scheduling with Clerk Chat means you'll never miss an important touchpoint again. It’s all about being there at the right moment without having to constantly watch the clock.
We treat compliance like our morning coffee – absolutely essential. Clerk Chat is designed to keep you in line with all SMS regulations, ensuring every message sent is above board. From verified opt-ins to easy opt-out options for your clients, we’ve got the checks in place so you can text away worry-free.
We blend AI-driven personalization with seamless integrations into platforms like Microsoft Teams and Salesforce. This means not only do your messages get there but they resonate on a personal level—think of us as part of your team that doesn’t need coffee breaks.
