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Alexander Haque Co-Founder at Clerk Chat
Alexander Haque

Co-Founder at Clerk Chat

Transform Client Communication with Insurance SMS

Modernize your customer and client communication with text messaging for insurance

  • 💬 90%+ Open Rates

  • 🤝 Deeper Client Relationships

  • ⚡ Instant, Convenient Connection

  • ⚙️ Effortless Processes for Claims, Quotes, and Reminders

Transform how you connect with clients using insurance SMS — where efficiency meets compliance

Our Platform is Built for Insurance Text Message Marketing

  • Effortless Compliance and Security

    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

    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

    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

    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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Maximize Efficiency and Compliance with Insurance SMS

  • AI-Powered SMS

    Automate responses and enhance communication with AI-driven SMS that learns from your data.

  • Personalized Messaging

    Send tailored messages that boost engagement and build client relationships.

  • Mass Texting

    Quickly reach your entire client base with just one click.

  • SMS OTP

    Protect logins with quick, secure SMS one-time passwords.

  • Smarsh

    Seamlessly archive your SMS communications with full compliance.

  • Global Relay

    Ensure secure, compliant messaging with Global Relay integration.

  • Microsoft Teams

    Bring SMS into your workflow with Microsoft Teams integration.

  • HubSpot

    Sync your SMS conversations with HubSpot for streamlined CRM management.

  • Quick Registration

    Sign up in just 2 minutes to get started.

  • Easy Company Setup

    Register your company with our automated flow.

  • Activate Your Number

    Link your existing number with a few clicks.

  • Start Texting

    Begin messaging your clients instantly.

Efficient SMS Templates Designed for Insurance Needs

  • 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."

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  • Claim Status Update: "Dear [Client Name], your claim [Claim ID] has been processed. Check your account for details or contact us for more information."

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  • Coverage Update: "Alert: Your insurance coverage has been updated. Review your new benefits and limits at [Link]. Contact us if you have any questions."

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  • Premium Payment Reminder: "Hi [Client Name], your premium payment of [Amount] is due on [Date]. Ensure timely payment to maintain your coverage."

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  • Policy Document Available: "Notification: Your policy documents are now available online. Access them at [Link] and contact us if you need assistance."

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  • 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."

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  • Customer Feedback: "Hi [Client Name], we value your opinion. Please take a moment to share your experience with our services. [Survey Link]"

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  • 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."

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More SMS Templates

Learn More About Insurance SMS and Text Messaging

Read all about our commitment to security, industry-leading integrations, and how we're building trust and partnerships to support your business communications.

  • 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].”

Find the Right Plan

Designed for every stage of your journey. Start today, no credit card required.

  • Free

    $ 0

    seat / mo

    For individuals:

    • 100 messages / mo
    • Free forever
    • Bring your own numbers

    Notes:

    • All features unlocked
  • Starter

    $ 9.99

    seat / mo

    For small businesses:

    • Unlimited messages* / mo
    • 1000 Contacts
    • Bring your own numbers

    Notes:

    • Essential features
  • Professional

    $ 19.99

    seat / mo

    For power users:

    • Unlimited messages* / mo
    • Message campaigns
    • Bring your own numbers

    Notes:

    • All features unlocked
  • Enterprise

    Custom

    seat / mo

    For larger enterprises:

    • Custom MSA
    • Defined SLAs
    • Custom Integrations

    Notes:

    • Dedicated account manager

Not Sure Which Plan Will Fit Your Business?

Talk to our sales.

#QuestionAndAnswers

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. 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.
Join us for a personalized 1-on-1 demo to discover how Clerk can superpower your company.

Clerk Chat

Join us for a personalized 1-on-1 demo to discover how Clerk Chat can superpower your company.

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