Our job at the Gino Ward Farmers Insurance Agency is to identify the insurance coverage that best suits each client’s needs. Reaching our insurance clients and prospects can be a struggle though, especially when it takes 10 to 12 contact attempts until you’re able to get a hold of someone. Those contact attempts go much smoother, and are actually seen when done by text. Text Request stood out to us as a reliable SMS platform that other Farmers Agents use to text professionally and compliantly with their clients.
We use Text Request to manage our day-to-day conversations with clients and prospects. We also send automated messages based on specific triggers, like if a client’s renewal is coming up or if a claim or ticket is falling off the record. Text Request allows us to create and save text templates for common communications like, “Hey [Name], your renewal is coming up.”
We take in 10 to 12 new leads a day through texting, and we onboard them with a welcome text like, “How would you like your quote sent over to you? Is text okay?”
Text Request also helps us pipeline and nurture our leads, since it’s easy to text updates with relevant information, like if there’s rate reductions or if you need to follow up on the quotes you provided. We also regularly use Text Request to reach out to defectors and prior clients with personalized incentives and new offers to win them back.
We’ve seen improved response rates with Text Request compared to calls and emails. The user-friendly platform also helps us streamline workflows, improve client retention, and easily request online reviews from current clients. Text Request’s built-in reports and metrics make it easy to track engagement, ensure our messages are being delivered, and confirm we’re getting positive responses.
