Text marketing for insurance agents.
Insurance runs on trust and timing. Follow up faster, miss fewer renewals, and have seamless client conversations — all by text.
★★★★★ Built for agents & agencies
How insurance agents use texting
From the quote follow-up to the renewal — here’s SMS keeping clients close.
Follow up in seconds
Send quotes and follow-ups by text so prospects can say yes the moment they’re ready — no phone tag.
Reminders before the lapse
Automatically remind clients before a policy renews so coverage never lapses — and you keep the book.
Friendly pre/post-due nudges
Send automated billing reminders with a one-tap pay link so payments don’t slip and policies stay active.
Collect docs in one step
Collect claim documents through a web form and text ID cards and coverage snapshots by MMS.
Welcome and answer fast
Welcome new clients (even with a video greeting by MMS) and answer common questions with saved templates.
Insurance texts that build trust
{first_name}Client first name{policy}Policy type{renewal}Renewal date{balance}Premium / balance{date}Due date{link}Pay, quote, or claim linkBuilt for every kind of agency
Run your whole book from your phone — quotes, renewals, and reminders without a big team.
Assign clients to the right agent, share templates, and keep every renewal on track.
Guide clients through longer decisions with timely, personal follow-ups and reminders.
Handle auto and home renewals, claims, and document collection fast, by text.
Coordinate complex business policies with reminders, documents, and quick approvals.
Run multiple agents and carriers from one dashboard, each with a private number.
Clients’ trust, protected
Insurance runs on trust. We keep your texts consent-based and on the right side of the rules.
Set up fast — humans when you need them
You serve clients, not software. Get going on your own and reach a real person when you need one.
Loved by thousands of organizations
“Textspot has saved me a lot of time and phone calls, and it’s easy for people to respond. The cost can’t be beat!”
“Great product! Easy to use, easy navigation, very reasonably priced. It does exactly what I need it to do.”
“It’s a very convenient tool to reach out to the public and members of our organization — and support is great.”
Insurance texting, frequently asked
Can I legally text clients about policies?
Yes, with consent. Collect opt-in via web forms, keywords, or direct consent, and include STOP/HELP instructions — TextSpot handles that automatically.
Does it integrate with my CRM?
Yes — connect TextSpot to HubSpot, Salesforce, Pipedrive, and quoting tools through Zapier.
Can I send documents?
Yes. MMS supports ID cards, coverage snapshots, and claim forms, and web forms collect documents in one step.
How do I grow my list?
Add opt-in forms or a QR code to your website quote page and office, and use a text-to-quote keyword.
Follow up faster, miss fewer renewals
Close more quotes and keep your book of business close. Start a free trial — sending in minutes.