SMS for Insurance

With short message service (SMS) from CompleteSMS, you can keep clients up to date on their claims and quickly build relationships with leads.

Our SMS solutions enhance the customer experience and help you retain current clients. Learn more about how it works.

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Advantages of SMS for Insurance

In the insurance industry, it’s critical that customers understand their policies and stay up to date on their premium payments. If a client files a claim, they want to know when it will be processed and when they can expect reimbursement. SMS streamlines communication and helps you stay connected to current, past and future clients.

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[RKT Insurance] Ms. Benson, we have received your auto claim and our team is working to process it quickly. We will have more information for you within the next 24 hours.

Claim Status Updates

Claim Status Updates

Whether it's for medical treatment, home repair or an auto accident, clients want to know the status of their claim. SMS makes it easy to keep your clients up to date. You can send messages when the claim is received, moves to a new review phase, when payments are processed and much more.

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Hi Nancy! This is Blanchard Insurance. Friendly remind your semi-annual premium of $552 is due this friday. You can pay on line at blanchardinsurance.com

Payment Reminders

Payment Reminders

Insurance premiums often get paid annually or semi-annually. It can be easy for clients to lose track of time and miss a payment or pay late. With automated payment reminders, you can send clients a gentle nudge when their payment is due. If they don't pay on time, a follow-up text can remind them of the due date and provide them with actionable steps.

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[Hometown Insurance] Your policy ending in 6598 is set to expire on July 9th. For more information or to renew your policy visit HometownIns.com/renewal/

Renewal Reminders

Renewal Reminders

It's more cost-effective for insurance companies to retain current clients than continually seek out new ones. Sending renewal reminders via text makes it more likely for your existing clients to renew their policies. You can send reminders in phases by submitting an initial reminder a month or so before the policy expires and a more urgent message a day or two before.

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Claim Status Updates

[RKT Insurance] Ms. Benson, we have received your auto claim and our team is working to process it quickly. We will have more information for you within the next 24 hours.

Whether it's for medical treatment, home repair or an auto accident, clients want to know the status of their claim. SMS makes it easy to keep your clients up to date. You can send messages when the claim is received, moves to a new review phase, when payments are processed and much more.

money
Payment Reminders

Hi Nancy! This is Blanchard Insurance. Friendly remind your semi-annual premium of $552 is due this friday. You can pay on line at blanchardinsurance.com

Insurance premiums often get paid annually or semi-annually. It can be easy for clients to lose track of time and miss a payment or pay late. With automated payment reminders, you can send clients a gentle nudge when their payment is due. If they don't pay on time, a follow-up text can remind them of the due date and provide them with actionable steps.

bell
Renewal Reminders

[Hometown Insurance] Your policy ending in 6598 is set to expire on July 9th. For more information or to renew your policy visit HometownIns.com/renewal/

It's more cost-effective for insurance companies to retain current clients than continually seek out new ones. Sending renewal reminders via text makes it more likely for your existing clients to renew their policies. You can send reminders in phases by submitting an initial reminder a month or so before the policy expires and a more urgent message a day or two before.

CompleteSMS Simplifies SMS

Connecting to clients is easier than ever thanks to CompleteSMS. With our industry-leading SMS, you can send personalized reminders and claim updates to clients using a web browser or email. Use spreadsheets to send bulk text messages such as promotional offers.

Our SMS solution works with major platforms, including Outlook and Gmail. You can also use our SMS application programming interface (API) to connect to your preferred software platform. Our SMS features include automatic replies, call forwarding and scheduled SMS to further enhance client retention and marketing efforts.

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Partner Program

Our white-label micro-billing system lets us do the work for you.

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SMS Reliability

We can get your message out even if there's an SMS roadblock ahead.

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API Capabilities

Integrate your existing software with our SMS gateway API.

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Unlimited customer support

Phone, Chat or email, we're here for you...it's free too.

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Benefits of SMS

Connection Icon Stronger Customer Connections for Your Insurance Agency

  • No One Needs to Know Your Personal Number: Using a dedicated number with CompleteSMS allows for work/life separation, while keeping all customer communications history at your fingertips.
  • Faster Claims Communication: Keep policyholders informed with real-time updates on claims, reducing frustration and support calls.
  • Appointment & Renewal Reminders: Send reminders for policy renewals, premium payments, or scheduled meetings—on time, every time.
  • Higher Response Rates: Text messages have a 98% open rate, making them ideal for time-sensitive updates or urgent outreach.
  • Personalized Customer Service: Use templates and automation to send tailored messages like policy details, coverage options, or follow-ups—right when clients need them.
  • Reduced Call Volume: Handle routine questions and updates via SMS, freeing up phone lines and agents for more complex cases.
Try for Free!
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No Matter the Size of Your Insurance Agency

We Have a Text Messaging Solution for You

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Leverage Powerful SMS Solutions From CompleteSMS

CompleteSMS solutions let you send bulk or personalized messages through email or a web browser. Our simple and effective solution improves your customer service and helps increase policy renewals and client satisfaction. Contact us today to learn more.

Contact CompleteSMS
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Send SMS from Classic or New Outlook

Send from Outlook - web, app and mobile versions

Microsoft 365 Outlook Add-in
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Send SMS From Gmail

Send SMS directly from your Gmail interface or smartphone app

Gmail Add-on
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Send bulk SMS

Personalize, create templates and send them all at once from a csv

Send in Bulk
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Connect with our API to send SMS

Configure our API with your existing software or CRM

SMS Gateway API
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Send SMS through a browser

Log in from any device through any browser. No installation required.

Web App
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Send SMS from New Outlook on 365

Use this add-on to send SMS through New Outlook from 365

Outlook Add-in
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Send SMS from Gmail

Send SMS directly from your Gmail interface or smartphone app

Gmail Add-on
  • Send SMS Through Email. Easy Peasy.

    Classic and New Microsoft 365 Outlook logos

    Send SMS from Classic or New Outlook

    Send from Outlook - web, app and mobile versions

    Microsoft 365 Outlook Add-in
    gmail logo

    Send SMS From Gmail

    Send SMS directly from your Gmail interface or smartphone app

    Gmail Add-on
  • Sending Texts In Bulk?

    Send bulk SMS

    Personalize, create templates and send them all at once from a csv

    Send in Bulk

    Connect with our API to send SMS

    Configure our API with your existing software or CRM

    SMS Gateway API
  • Never Want to Leave Your Browser?

    Send SMS through a browser

    Log in from any device through any browser. No installation required.

    Web App
    outlook logo

    Send SMS from New Outlook on 365

    Use this add-on to send SMS through New Outlook from 365

    Outlook Add-in
    gmail logo

    Send SMS from Gmail

    Send SMS directly from your Gmail interface or smartphone app

    Gmail Add-on
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In the press article

The How and When of Texting Clients

Why and how, insurance professionals should integrate communication strategies that meet customers where they already are: on their phones.
Continue Reading>>

Read More In Press Articles!
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Customer Support SMS Opt-In

Thank you for contacting our help desk! To better support you, we offer text-based customer service. If you would like one of our representatives to text you about your issue, reply YES to this message. Reply NO for us to reach out with a phone call when the next representative is available.

Policy Renewal Reminder SMS

[Company] Your policy ending in [Account Number] is set to expire on [Date]. For more information or to renew your policy visit [Link].

Let's Get Started

SMS Templates for Insurance Agencies

Simplify outreach by tapping into our collection of ready-to-use SMS templates.

SMS Templates

Need to see it to believe it?

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