Agency MVP is a smart lead management system for insurance agents. We differ from a regular CRM in that we primarily focus on closing more new deals, so you can scale your business. Our algorithm essentially helps you organize leads, or households, by which are more likely to convert, and then automates text campaigns to them.
People shop for insurance online now, and they want to be able to reach a potential provider ASAP. If insurance agents aren’t texting leads, they’re missing out on business—especially since leads tend to go with the agent who contacts them first. We previously used Twilio for our texting, but we needed a partner who would handle 10DLC registration and management for us.
We weren’t in a position to manage 10DLC registration for our insurance agents, so we decided to partner with Text Request. We chose Text Request as a partner because the majority of our agents were already using it to text, plus Text Request’s open SMS API made it easy to create an integration.
Our Text Request integration helps agents follow up with leads after a set amount of time, so no opportunities fall through the cracks. The lead essentially asks for a quote, then comes into Agency MVP’s system, so a text is automatically sent to the lead.
The integration even works with lead providers, like Ever Quote, Quote Wizard, and Smart Financial, to shoot texts to our agents’ leads as soon as they come in. Agents who purchase internet leads gain consent via the lead provider, and then the integration takes care of the rest.
We also offer custom workflows, like lead re-engagement and customer win-back text campaigns. Our auto and home insurance text reminders go out 45 days prior to the renewal date, and our commercial text reminders go out 90 days prior. This helps our clients keep revenue flowing.
Our Text Request integration even allows for automated customer onboarding texts. Agents have the option to turn on a feature that will automatically assign their "Customer Onboarding Workflow" they've created to the household once the households gets marked as sold. This template even includes a place for the agent to insert their Google Review link generated by Text Request directly into that workflow, which is great for helping our agents attract more business.
Text Request is on the ball when it comes to helping our agents get their numbers switched over from Twilio and registered with carriers. Our agents have always been able to reach Text Request’s reps instantly so they can continue scaling their business through the power of text messaging.
It’s important for agents to be texting leads at the right time to get them to convert. Our algorithm ranks leads by which are most likely to close, and then our integration with Text Request successfully targets them with texts. More messages being delivered successfully means more new deals for our agents! Learn more about our integration by scheduling a demo with Agency MVP here.
