Increase insurance
conversions with reliable SMS and Email

Yes, SMS can be compliant for insurance communications, but it depends on how messages are sent and what information they contain.


Insurance teams must take care not to include sensitive PHI (Protected Health Information) or PII (Personally Identifiable Information) in text messages unless proper safeguards and consent are in place. Instead, SMS is best used for notifications, reminders, and secure links that direct clients to authenticated portals for sensitive data.

Textmagic supports compliance by enabling contact consent management, opt-out mechanisms, audit trails, and controlled message templates, helping your organization align with regulations such as HIPAA, TCPA, and data protection laws in your region.

Yes. Textmagic fully supports two-way messaging, allowing clients to reply to your texts just like a regular conversation. This makes it easy to handle real-time Q&A, gather quote qualifiers, and send or confirm document checklists without back-and-forth emails or phone calls.

Agents can manage all inbound and outbound messages from a shared inbox, ensuring that no client reply slips through the cracks. This improves response times, keeps communication organized across teams, and creates a more seamless experience for both agents and clients.

Yes. With Textmagic, you can schedule renewal and payment reminder messages in advance and trigger them automatically using data from your CRM, calendar, or custom fields.

You can set reminders at key intervals (e.g., 30, 15, or 7 days before a policy renewal date) so clients are notified on time without manual follow-ups. This ensures important renewal and payment communications are never missed.

You can collect contacts for insurance messaging through multiple compliant and efficient methods. Textmagic lets you import existing contact lists from your CRM or spreadsheets, sync contacts automatically through integrations (Zapier or native connectors), or capture new contacts through web forms, landing pages, or keyword opt-ins.

For example, clients can text a keyword (like “QUOTE”) to join a specific list, or you can embed lead forms on your website to collect information for health, life, or P&C insurance campaigns. All contacts can be segmented by product type, status, or policy details, making it easy to send targeted, relevant insurance SMS and email campaigns.

Through Zapier and native connectors, Textmagic connects directly with your CRM to sync leads, deals, and activities in real time. You can also automate SMS and email communications based on CRM events such as new lead creation, deal stage changes, or upcoming policy renewals, ensuring timely and relevant outreach.

This eliminates manual data entry, keeps information consistent across systems, and allows your teams to manage communication from one centralized workflow.