21+ Best Insurance Sales Text Message Templates You Can Use for Free

The more sales you bring, the higher your commission from each sale is going to stack up. However, effective communication is key to increasing sales opportunities and earning high commissions.

SMS is a valuable communication channel that 81% of US consumers have no problem with when businesses use it to send information. It boasts of a staggering 94% open and read rate that no other channel can proudly boast of.

SMS marketing for insurance agents helps you send offers, update your clients, send reminders, schedule appointments, and do much more. In this article, we’ve curated a collection of 21+ insurance sales text message templates that you can use for free.

21+ SMS Templates for Insurance Agents to Use

The following SMS templates are designed to resonate with clients and boost your sales opportunities. Let’s get right into them:

1. Introduction Message

Hey [first],

I am [your name], and I am assigned to manage your account. I am excited to meet you on [date & time]. To confirm, respond with a ‘YES,’ or please let me know if you want to reschedule. Reply STOP to unsubscribe.

Regards
Your Name

2. Appointment Scheduling

Hello [first],

Thank you for your interest in our insurance services. Let’s schedule a call or meet in person when you’re available. Reply with the date and time of your availability so I can block my schedule for an appointment with you. Reply STOP to unsubscribe.

Regards
Your Name

3. Appointment Reminder Text

Hello [first],

I’m [your name] from [agency name]. I wanted to remind you about our scheduled meeting today at [time]. Here are the directions to my office: [link]. Reply STOP to unsubscribe.

Regards
Your Name

4. Follow-up After Meeting

Hi [first],

I’m [your name] from [agency name]. We recently had a meeting regarding your insurance needs. Have you finalized yet? I’ll be happy to answer if you have more questions and help you make the right choice. Reply STOP to unsubscribe.

Regards
Your Name

5. Follow-up After Sending Details

Hey [first],

Thank you for taking the time to review the details I sent you the other day. Are you ready to proceed? Let me know if you need more information or call me at [phone number]. Reply STOP to unsubscribe.

Regards
Your Name

Leveraging Promotional Offers in Insurance Text Message Marketing

Insurance text message marketing benefits significantly from promotional offers which enhance both client interaction and conversion rates. Insurance text message promotion scripts need to be short because they must display limited-time discounts along with exclusive bundles and seasonal coverage plans to create immediate action from customers. The message “Save 20% on your auto insurance this month! Reply ‘DEAL’ to learn more” grabs attention and prompts immediate responses.

The main value of these promotions stems from their capability to deliver personalized messages that fulfill client requirements, thus building trust and loyalty. The ability of text marketing for insurance enables agents to separate their audiences between new clients who receive introductory rates and existing clients who get loyalty discounts thus creating targeted communications. Insurance text messages reach clients efficiently through their 98% open rate when they deliver personalized promotional content thus increasing response rates. Agents can use clear calls-to-action and response tracking to measure campaign success which helps them refine their strategies through insurance text message marketing to boost policy sign-ups and renewals.

6. Send a Promotional Offer

Good News [first],

[Insurance agency name] is currently offering an exclusive [promotion details] on your first insurance premium. Reply for more details or call us at [number]. T&C apply. Reply STOP to unsubscribe.

Regards
Your Name

7. Referral Promotion Offer

Hi [first],

As a valued member, we want to inform you of our referral program. Refer our insurance services to your friends and family and you both get a $50 bonus. You can redeem your reward while paying your next premium. T&C apply. Reply STOP to unsubscribe.

Regards
Your Name

8. Requesting Details/Documents

Hey [first],

It was a pleasure meeting you the other day. As discussed, please provide the details & documents required to finalize your insurance coverage. Send your details to: [Email ID]. Reply STOP to unsubscribe.

Regards
Your Name

9. Add-On Policy Promotion

Hello [first],

Did you know you can enhance your coverage with our Add-On Policy? Get extra protection with your life insurance by adding health insurance! Reply “ADD” for details or call us at [Your Number]. Reply STOP to unsubscribe.

Regards
Your Name

10. Policy Updates

Hello [first],

We have recently updated the insurance policy for your health insurance policy ID: [policy number]. We already sent an email with all the updates. You can download the policy guidelines from here: [Download Link].

Regards
Your Name

11. Policy Terms Change

Hi [first],

[Insurance company name] wants to inform you about the recent change in the Terms and Conditions for new health insurance policies. Please read them carefully here: [link]. Feel free to reach us if you need assistance on the same.

Regards
Your Name

Ready to See Results? Get 1000 Free Credits to Boost Your Insurance SMS Campaigns!

Start Your Free Trial

12. Promoting Policy Benefits

Hey [first],

Did you know that our policy provides [benefit/feature]? Secure your tomorrow with our policies! Reply ‘INFO’ for details or visit [website] now! Your peace of mind is our priority. Reply STOP to unsubscribe.

Regards
Your Name

13. Sending Policy Coverage Information

Hi [first],

I’m [your name] from [agency name]. This is to inform you about the policy coverage details that you requested:

Policy Number: [Policy Number]
Effective Date: [Effective Date]
Coverage Amount: [$ Coverage Amount]

Feel free to contact us at [Number] if you have any queries regarding your policy coverage.

Regards
Your Name

How Reminder Text Messages in Insurance Improve Retention and Efficiency

The use of properly designed insurance text message scripts enables reminder texts to play a crucial role in both client relationship maintenance and policy continuity. Automated premium payment and policy renewal and scheduled consultation reminders reduce missed opportunities while saving time. The message “Hi [Name] your policy renewal will become due in 7 days” prompts clients to reply with ‘RENEW’ to begin the renewal process.

The text message notifies clients about important matters while keeping them involved. Text marketing for insurance proves successful at delivering well-timed unobtrusive reminders that clients find acceptable because 84% of customers welcome business SMS messages. Insurance text message marketing platforms provide automated consistency which allows agents to plan scheduled messages for essential touchpoints without requiring manual intervention. The method reduces coverage gaps while creating satisfied clients who trust their agent more. Insurance text message scripts enhance client connections by using personalized reminders that include names and policy details to demonstrate value to clients. The implementation of automated reminders enables agents to dedicate themselves to sales activities and client support thus boosting operational efficiency and generating higher revenue through text marketing for insurance.

14. Payment Reminder

Hey [first],

This is a gentle reminder that your insurance premium of $X is due on [Due Date]. To ensure continuous coverage and peace of mind, kindly make the payment at your earliest convenience. You can pay here: [payment link]. Thank you for choosing us. Reply STOP to unsubscribe.

Regards
Your Name

15. Sending Payment Info

Hi [first],

This is to inform you that your insurance payment is coming up. Complete your payment by following these steps:

1. Click the secure link: [Payment Link]
2. Enter your policy number: [Policy Number]
3. Verify the payment amount: $[Amount]
3. Confirm your payment details

Feel free to call or text us. Thank you for choosing [Insurance Agency Name].

Regards
Your Name

16. Payment Past Due Date Reminder

Hey [first],

This is a friendly reminder that your insurance payment was due yesterday. To avoid penalties and ensure continuous coverage, please settle your premium amount of $[Amount] at your earliest convenience. Here’s the secure payment link: [payment link]. Thank you for choosing us.

Regards
Your Name

17. Insurance Renewal Reminder

Hey [first],

This is a friendly reminder from [Insurance Agency Name] that your policy #[Policy Number] is due for renewal on [Renewal Date]. To ensure continuous coverage and peace of mind, please review your policy details and renew at your earliest convenience. We value your trust in us!

Regards
Your Name

Handling Customer Queries with Text Message Marketing

Text marketing for insurance enables clients to resolve their questions effectively which converts one customer’s problem into a solution for multiple clients. The query resolution insurance text message script states “Do you need help with your insurance coverage?” The system will assist you right away when you reply with your question. Agents use their experience with customer inquiries to develop both FAQs and proactive texts that address typical client problems. The rapid delivery of personalized responses through insurance text message marketing creates trust while reducing client frustration. Agents should use analysis of repeated customer inquiries to develop their insurance text message script with answers to common questions thus improving operational efficiency ahead of time. Text marketing for insurance combines issue resolution with client satisfaction improvement to create loyal customers who will refer others to the service.

18. Reply to Customer Query

Hey [first],

Thank you for reaching out to [Insurance Agency Name]! Our team is looking into the same and we’ll get back to you with accurate information. You can also call us directly at [Your Number]. We look forward to helping you with your insurance needs. Have a great day!

Regards
Your Name

19. Ask for Referrals

Hello [first],

Know someone who needs insurance services? Ask them to text NEED INSURANCE to [number] with your name at the end to receive rewards. Reply STOP to unsubscribe.

Regards
Your Name

20. Request a Feedback

Hello [first],

We hope you’re doing well. We’d love to hear about your experience with [Agency Name]. Could you take a moment to share your feedback? Here’s the link to write a review: [review link]. Your input helps us serve you better. Thank you! Reply STOP to unsubscribe.

Regards
Your Name

21. Wish Customers on Their Special Day

Happy Birthday [first],

May your day be filled with joy and laughter. As your trusted insurance partner, we’re here to make sure life’s moments are secure and worry-free. Cheers to another year of protection and prosperity! Reply STOP to unsubscribe.

Regards
Your Name

22. Holiday Greetings

Hello [first],

Happy Holidays from [Your Insurance Agency]! As the year comes to a close, we want to express our gratitude for your trust and partnership. May your holidays be filled with joy, warmth, and moments of peace. Thank you! Reply STOP to unsubscribe.

Regards
Your Name

Wrapping Up

Transform your outreach and elevate your insurance sales game with these powerful text message templates. Feel free to modify them according to your needs and use them as you like. Texting your customers requires using an A2P business text messaging platform like Textdrip.