The Ultimate Guide to Texting Your Customers

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Text messaging is one way you can engage with your customers. Our first suggestion for a texting platform would be to use whatever text messaging services are available in your agency management system platform, simply because it will be easy to document those text messages in the client file.

However, if you don’t want to use that capability, or your management system platform doesn’t offer that capability, then Zipwhip might be an option.

They have a document called The Ultimate Guide to Texting Your Customers, which states, “According to our 2020 State of Texting report, 91% of consumers have received a text from a business. Texting is one of the easiest and most effective tools a business can adopt to improve customer engagement, increase sales, and streamline staff productivity. But as with the adoption of any new tool, there are many important steps to implementing a business-texting strategy effectively.”

This texting guide is a resource to walk you through each of those steps — from choosing the right tool and training your team to market your new texting capability and sending your first message. It includes:

  • What to look for when evaluating business-texting services
  • Best practices for TCPA compliance in texting
  • Texting etiquette tips for your team
  • How to market your new texting capability to customers
  • And much more!

You will need to provide your agency information to download this guide. You can always unsubscribe from their marketing emails later. Whether you decide to use their service or not, it is probably worth downloading the guide as a refresher for your organization.

What is your organization using for a texting solution?

Steve Anderson

Steve Anderson

Often revered as the insurance industry tech guru or the Godfather of Insurtech, Steve Anderson is practically synonymous with innovation. He spent over 22 years as president of The Anderson Network – an authority on insurance agency productivity, technology, and profits – and has served on various boards and committees for IIABA and Big I NY. He’s also the author of the international best-selling book “The Bezos Letters” where he examines “14 Principals to Grow Your Business Like Amazon.”

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