The communication that sustains the policyholder relationship
In insurance, customers barely interact with the insurer until they need something: to pay, renew or report a claim. Those few moments define the experience and retention. SMS reaches any mobile phone, is read within minutes and does not depend on the policyholder downloading an app or checking email.
Use cases
| Moment | Sample message |
|---|---|
| Policy issued | MyInsurer: Your auto policy 4521 is now active. Download it in the app. |
| Premium reminder | MyInsurer: Your $1,840.00 payment is due on 10/20. Avoid losing your coverage. |
| Renewal | MyInsurer: Your policy expires on 10/31. Reply 1 and an advisor will contact you. |
| Claim tracking | MyInsurer: Claim 77810 is now “under review”. We will let you know the next step. |
Collections without friction
Policy lapses due to non-payment are a major source of portfolio loss. A reminder before the due date, another on the day and a follow-up with a way to catch up reduce involuntary cancellations. See payment reminder templates.
Security and verification
Policyholder portals handle personal and health data. An SMS OTP verifies identity at sign-up, account recovery and before sensitive changes such as beneficiaries or payment accounts.
Insurers automate transactional messages through the SMS API, while agents can message their portfolios from the web platform. To evaluate it, we offer a 30-day pilot.
