Insurance Agencies and Providers
Insurance Agencies and Providers

Text messages have revolutionized how we communicate, quickly becoming our go-to channel for daily use. Trumpia helps you tap into this power for your insurance business. Our advanced tools take you further than common mass texting solutions by helping insurers get more customers, improve collections, and boost customer retention.

Use Cases for Insurance Agencies & Providers

  • Secure More Leads and Convert Them
  • Improve Collections
  • Boost Customer Satisfaction
  • Enterprise Features For Your Business
  • With 98% of all texts being read, SMS offers unmatched potential for collecting leads and turning leads into customers. In fact, one Trumpia client improved to a 15% conversion rate.

    Data Capture: Automatically collect more information from leads by sending prompting text messages and capturing their answers to store in your database.

    Smart Targeting: Use the collected data to send only relevant insurance information and alerts automatically.

    Score customers based on behavior they take in our system and on your webpage to target more relevant offers. For example, if one of your auto policyholders scores highly for interest in “home insurance”, you can automatically send them bundling discount information.

  • Text messaging makes the collections process easier because it is less intimidating than phone calls, and gets far more responses than paper or email billing. In fact, one Trumpia client saw a 13% increase in collections when they switched from calls to texting.

    Send automated past-due text reminders via API.

    Quickly communicate with customers about their bill via 2-way texting.

    Automate drip messages that automatically stop when the customer responds.

  • For the same reasons you prefer texting with your friends over calling them, SMS is the most effective communication channel for engaging with customers. With Trumpia, you can even text-enable your office’s existing landline number to answer questions.

    Share updates with clients and collect critical information during the claims process including sending and receiving picture messages of damage.

    Trumpia offers the combined power of SMS, MMS, email, social media, and voice on a single platform, so you can reach your customers no matter their channel preferences.

    Increase positive client reviews using post-service follow-ups and automated surveys.

  • Trumpia is fully turnkey solution with an array of end-user tools that make it quick and easy to service your customers and measure how your employees and departments are doing with things like powerful reporting. In addition:

    Restrict access to contacts and message history for each member of your team, so you never have to worry about sharing confidential information with the wrong person.

    Keep contacts separate depending on agency, location, or team member.

    Cut down on mistakes by controlling access to features. So for instance, only managers can delete customer information, while support reps can only update.

Lifecycle Engagement for Insurance Agencies and Providers Trumpia allows you to communicate with subscribers throughout every stage of their experience, from initial contact to customer service and retention. Here’s an example of how:(Click on the circles to view more details on each step)

1 Collect contact information

Collect contact information using mobile keywords, online sign-up tools, and Facebook widget.

2 Capture more targeting information

Automatically capture more targeting information like the client’s desired policy type and zip code.

3 Filter

Our unique Smart Targeting automatically filters distribution lists based on the collected customers’ data.

4 Text your listed

Let customers text your listed business number instead of personal mobile number to ask questions or even send in pictures of the damage.

5 Send
reminders for

Increase retention by automatically sending reminders for renewal.

6 Send

Send automated follow-up messages once a claim has been filed. You can even include links in your texts and track whether or not they’ve clicked them.

Questions? Want to learn more? Talk to a Trumpia Expert Today CONTACT US

Unmatched Customer Service

We offer onboarding and training to make sure you can get the most out of our messaging solution. In addition, our account management team will help you implement automation and lifecycle engagement into your communication strategy. Our amazing support team is ready to help 365 days a year, with a 9-minute average support response time during business hours.

365-Day Technical Support 9 min Initial Response Time 9.5/10 Customer Service Rating

Beyond Mass Texting

  • SMS / MMS

  • +
  • Automation

  • +
  • Enterprise

  • +
  • Omnichannel