Templates
30 Text Templates for Insurance Text Message Marketing
Insurance text message marketing can help your insurance agency generate and capture new leads, especially when you have free pre-made text templates to pull from.
Here are 30 different insurance industry text templates that your agency can send to qualified leads and customers to boost sales.
5 Insurance Promotion Text Message Templates to Increase Revenue
Text message marketing for insurance agencies becomes simple and efficient when you have tools like mass texting. Mass texts, sometimes called bulk texts, make it possible to share new insurance policies, reminders about renewing policies, and more with your clients at scale.
Like BCC email, clients can’t see who else got the mass text and any responses become one-on-one conversations. This makes it easy to keep revenue flowing, while still providing individual care to clients.
Here are five different examples of mass texts you can send your insurance clients.
Template 1: “Friendly reminder for your upcoming health insurance renewal. 📢 [link] Use that link to schedule a call if you have any questions.”
Template 2: “Hi [Name], we have an exclusive offer on your first insurance premium of the year: [link] Use that link to apply. ”
Template 3: “Our add-on policy can enhance your coverage. [link] Open that link to learn how to get extra protection on your life insurance.”
Template 4: “Hi [Name], there’s been an update to your health insurance policy number. See the attachment below and let us know if you have any questions. [PDF]”
Template 5: [Name], did you know we have a referral program? [link] Use that link to refer your friends who need insurance services.”
View our full guide on mass text messaging to learn more.
5 Keyword Text Message Templates to Generate Insurance Leads
SMS marketing for insurance agents couldn’t be easier with tools like SMS keywords. Keywords are a term, like POLICY, that potential clients can text you to opt in for more info. All you have to do is advertise your keyword in places like your website, ads, and social media, and then the leads will come to you.
Once an insurance lead texts your keyword, they’ll receive an auto reply prompting them to take a next step. Below are five examples of keyword responses your insurance firm can use.
Template 1: “Thanks for your interest in [business name]. [link] Schedule a call with that link, so we can find the best insurance policies to suit your needs.”
Template 2: “Thanks for texting [keyword] to [business name]. Are you looking for life insurance or health insurance?”
Template 3: “Thanks for texting our referral keyword. Can you share the name of the person who referred you to our form, as well as the kind of insurance coverage you’re looking for?”
Template 4: “Thanks for your interest in [business name]. Tell us your goals, so we can match you with an insurance agent who can find the best policies for you.”
Template 5: “Thanks for texting [keyword] to learn more about [business name]’s add-on policy discount: [link] Which add-ons are you interested in adding to your coverage?”
The goal with these messages is to always provide a next step, especially if it’s one that will generate more revenue for your agency.
5 Text Templates for Re-Engaging Cold Insurance Leads
Leads go cold sometimes, but text messaging can be a fast and easy way to re-ignite interest. Here are five insurance sales text message templates to re-engage cold leads.
Template 1: “ Hi [Name], just following up to see if you have any questions about the insurance policy we suggested.”
Template 2: “Hi [Name], what questions can I answer to help you finalize your coverage decision? - [insurance agent name]”
Template 3: “Hi [Name], we still need [documents] to finalize your insurance coverage. Call me at [phone number] if you have questions. - [insurance agent name] ”
Template 4: “[Name], our insurance agency is always one phone call away, if you have questions about finding the best insurance coverage.”
Template 5: “[Name], here is a recap of the policy coverage details we discussed on our last call: [policy number] [effective date] [coverage amount] Ready to finalize your documents and get covered?”
Looking for even more creative ways to turn cold leads back into hot qualified ones? We have these additional cold lead text messaging templates available for free.
5 Autoresponder Text Message Templates to Capture New Leads
New insurance leads want instant responses the first time they text your agency. It’s how they know they can expect quality customer service.
That’s why it’s best practice for insurance agencies to set up autoresponders to reply to leads. Without them, you risk missing out to competitors who reply before you do.
Below are five autoresponse text templates to instantly capture new leads, even when it’s after hours or your insurance agents are on vacation.
Template 1: “Thanks for texting [business name]. What insurance needs can we help you with today?”
Template 2: “You’ve texted [business name]. [link] Use that link to schedule a consultation phone call with one of our agents, or text us what insurance services you need.”
Template 3: “Thank you for texting [business name]. Tell us your name if you’re a new client, or your policy number if you’re a current client, and one of our insurance agents will get back to you shortly.”
Template 4: “You’ve texted [business name]. Our office hours are [time] to [time], but tell us what you need, and one of our insurance agents will get back to you in the morning.”
Template 5: “Thanks for texting [business name]. Our insurance agents are currently celebrating [holiday], but tell us what you need, and we’ll respond as soon as we’re back in office.”
You can create multiple autoresponders for different times and events. It’s perfect for when your team can’t manually respond to messages, like after hours, on the weekends, or during a holiday.
5 Automated Text Message Templates to Speed Up Workflows
Automated SMS marketing can put time and money back into your insurance agency’s wallet. Whether it’s for requesting a premium payment or responding to a new client who just filled out a form on your website, Text Request has SMS API and integrations to suit your needs.
Template 1: “Thanks for filling out our contact form, [Name]. What kind of insurance are you looking for?”
Template 2: “Hi [Name], this is a friendly reminder that your insurance premium payment is due at the end of the month.”
Template 3: “Hi [Name], thanks for subscribing to [business name]’s email newsletter. Would you like text updates as well? Simply text NO to opt out.”
Template 4: “Your payment for [policy number] is past due. [link] Visit our payment portal, so you can keep your coverage. ”
Template 5: “Thanks for completing our referral form, [Name]. We’ll reach out to see if your contact needs insurance coverage.”
View a full list of SMS integrations and webhooks, or contact us to request something new.
5 Review Request Text Templates to Draw In New Clients
Requesting online reviews from clients is one of the fastest ways to appear higher in Google searches and attract new customers. Here are five SMS templates for insurance clients who are a good fit for leaving a review.
Template 1: “Hi [Name], [business name] appreciates having you as a client. [review link] Can you take a moment to tell us what you love about our firm?”
Template 2: “[Name], today is the one-year anniversary of you becoming a [business name] client! 🎉 [review link] Can you use that review link to tell us what we’re doing right?”
Template 3: “Hi [Name], thanks for renewing your policy. [link] When you have a sec, can you use that link to tell us about your experience with [business name]?”
Template 4: “[Name], we’re glad you appreciate the policy updates. [link] Can you use that link to share your positive feedback?”
Template 5: “Your policy renewal is completed. [link] Leave [business name] feedback using that link.”
Text Request’s Review feature connects to your Google Business Page, so you can see and respond to online reviews in one organized place.
Want more text messaging for insurance agents best practices?
A quality business texting platform, like Text Request, can make your insurance agency’s mobile phone number textable, so you can send and receive messages from clients.
We also have tons of expertise and help guides to make your business texting experience the best it can be. This includes SMS compliance information about the Federal Communication Commission (FCC) to meet best practices and follow consumer protections acts.
Read our insurance text messaging playbook to learn more, or contact us to speak to an SMS expert today.
