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Alexander Haque Co-Founder at Clerk Chat
Alexander Haque

Co-Founder at Clerk Chat

Insurance Text Message Marketing Solution

Revolutionize client interactions with our insurance SMS platform, seamlessly blending sms pediatrics into personalized, efficient communication.

Messaging redefined, satisfaction amplified!

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Trusted by 1000+ brands on Microsoft Teams

From startups to the Fortune 500, Clerk Chat is the most visual and simple way for your team to unlock conversational messaging.

  • Remax
  • 2nd Address
  • Itv
  • Slack
  • Samsung Next
  • Sonic
  • Zipcar
  • Canva
  • brand

Insurance SMS: Simplify Communication, Amplify Satisfaction

Navigate the ins and outs of insurance text messaging with Clerk Chat. Keep clients informed and engaged effortlessly.

  • Policy Renewal Reminder

    Madison Clark 9:35 AM

    “Hi [Customer Name], your auto insurance policy is due for renewal on [Renewal Date]. Click here to renew now and ensure uninterrupted coverage.”

  • Appointment Scheduling

    Daniel Wilson 2:30 PM

    “Good morning! Your insurance agent, [Agent Name], would like to schedule a policy review with you. Are you available on [Date] at [Time]?”

  • Policy Documentation Delivery

    Christopher Garcia 5:40 PM

    “Hi [Customer Name], your new insurance policy documents have been securely sent to your email. For your convenience, here's a digital copy: [Link].”

Insurance Conversations Reimagined: Connect Like Never Before

Personalize policy updates, simplify claims processing, and enrich client interactions with Clerk Chat's seamless SMS insurance toolkit. Dive into a world where every message matters.

  • Group SMS

    Send a text to multiple people at the same time. Collab on a team project, send updates to contractors, plan events, and more.

  • AI Assistant

    Feed a Knowledge Base with company documents and watch the AI become your sales or support agent.

  • Message Threads

    Conversations within conversations. Keep internal replies to a specific message organized and separate from the main chat.

  • Custom Signatures

    Automatically add a short text block to the end of your outgoing messages. Customize with info like name, title, and email address.

  • Schedule Messages

    Write a text message now, and choose when you want to send it. Even once the SMS is scheduled you have the option to modify or delete.

  • Instant Number Activation

    Create a new inbox and you have the option to get a new phone number or activate an existing line. Follow the steps, and you’ll be able to send texts from your business!

See all Features

Customers Love Clerk Chat

See what our customers are saying about Clerk Chat

  • Jeff Gelwix

    President @ 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.

    Read more on Trustpilot
  • Stella Fulman

    Doctor of Audiology @ Audiology Island

    Clerk has revolutionized how our office communicates with patients. Our patients have given us great feedback on how easy communication has become with our staff. We’ve always prided ourselves on being industry leaders for hearing treatment; now, we can be industry leaders for technology, too.

    Read more on Trustpilot
  • James Patrick

    Co-Founder @ Clayton Asset Group

    What sets Clerk Chat apart is its robust compliance features, which enable us to maintain the highest standards of data security and regulatory adherence. We can confidently recommend Clerk Chat to any financial institution seeking a reliable and compliant solution for text messaging and WhatsApp.

    Read more on G2
  • Jessica Szekalski

    Owner @ Sunflower MediSpa

    Not only do I LOVE this platform, but the support team is wonderful. A real, and very pleasant person responded quickly when I had a question and worked with me closely to make sure I could accomplish what I was trying to do - even taking the time to do a virtual screenshare meeting with me. Highly recommend!

    Read more on Trustpilot
  • Ronald Savage

    Founder @ Greenworks Realty

    I have used many tools over the last 5 years to communicate with my customers over SMS and Clerk has been, by far, the fastest and easiest way to get setup. In no more than 5 minutes I had a phone number connected to a Salesforce channel and was communicating seamlessly with customers.

    Read more on Trustpilot
  • Trustpilot reviews

    4.8 out of 5 based on 127 reviews

     G2 reviews

    4.9 out of 5 based on 108 reviews

Connect your existing applications.

We've built native integrations into the leading applications such as Slack, Microsoft Teams, and Salesforce. Get verification codes using our non-voip numbers, and leverage the power of SMS wherever your team lives

  • Slack SMS
    Slack SMS

    Bring your business phone to Slack and start text messaging your customers in real-time

    Learn more
  • Microsoft Teams SMS
    Microsoft Teams SMS

    Send and receive text messages with your existing contacts, and leads natively in Microsoft Teams

    Learn more
  • 2FA Authentication
    2FA Authentication

    Receive your account verification codes easily, and securely from all online services

    Learn more
  • Salesforce SMS
    Salesforce SMS

    Send and receive text messages with your existing contacts, leads natively in Salesforce

    Learn more
  • Slack
    Slack

    Bring your business phone to Slack and start text messaging your customers in real-time

    Learn more
  • Microsoft Teams
    Microsoft Teams

    Send and receive text messages with your existing contacts, and leads natively in Microsoft Teams

    Learn more
  • Shopify
    Shopify

    Use SMS to send promotions, remind about abandoned carts, and distribute coupons to customers.

    Learn more
  • Global Relay
    Global Relay

    Sync your messages with the leading compliance provider, Global Relay, to ensure regulatory compliance.

    Learn more
  • Microsoft Purview
    Microsoft Purview

    Automatically export your conversation logs for automatic discovery and audit purposes.

    Learn more
  • Smarsh
    Smarsh

    Receive your account verification codes easily, and securely from all online services

    Learn more
  • Azure Storage
    Azure Storage

    Receive your account verification codes easily, and securely from all online services

    Learn more
  • Salesforce
    Salesforce

    Bring your business phone to Slack and start text messaging your customers in real-time

    Learn more
  • Microsoft Outlook
    Microsoft Outlook

    Send and receive text messages with your existing contacts, and leads natively in Microsoft Teams

    Learn more
  • Hubspot
    Hubspot

    Receive your account verification codes easily, and securely from all online services

    Learn more
  • Microsoft Dynamics
    Microsoft Dynamics

    Receive your account verification codes easily, and securely from all online services

    Learn more
See all integrations

Related Blog Posts

See what our customers are saying about Clerk Chat

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Helpful answers

We know there's a lot to learn and read about all that Clerk Chat can do. Here are some of the 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. It's like having a coffee chat with each of your clients, ensuring they feel valued and informed.
  • 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 like setting up little future surprises for yourself and your clients. 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.
  • Think of Clerk Chat as the Swiss Army knife in your communication toolkit. Unlike one-trick ponies that offer just texting, 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.
  • Of course! Flying blind isn’t our style. With in-depth analytics at your fingertips, you can see which messages are hitting home runs and which ones are striking out. This insight allows you to continuously refine your approach to keep engagement high and those conversations meaningful. Because in this game, knowledge isn't just power—it's profit.

Book a demo

Join us for a 1 on 1 demo with our team where we'll dive into your use case and show you what Clerk can do.

Text Us - (888) 572-5375

Talk to a real customer success specialist, respond in less than 90 seconds from 8:00 am to 6:00 pm EST.

"Conversational messaging is transforming the way companies engage with customers. Start creating personalized concierge-style conversations today."

Alexander Haque

Alexander Haque

Co-Founder at Clerk Chat

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