logo Live Chat
US +1 323 641 4417 UK +44 740 327 9473 AU +61 488 853 632 IN +91 852 710 0131
Partners Contact
Home› Industries› Insurance
Salesforce Native · Insurance SMS · Policyholder Texting

Reduce Policy Lapses and Boost
Renewals with
SMS for Insurance

Automate renewal reminders, accelerate claims updates, and retain more policyholders with Salesforce SMS for insurance companies - no code. No middleware.

Speak to a Texting Professional Book a Demo
★★★★★ 4.9 / 5.0 · 1,200+ verified reviews ·
360 SMS - Policyholder Inbox · Salesforce CRM for Insurance
4
2
1
3
Policyholder Conversations
David Bickle9:03 AM
What's my renewal rate? 🏠
💬 SMS
Rachel Morgan8:44 AM
Policy renewed ✓
💚 WhatsApp
Carlos MendezTue
What's my claim status?
AI Bot
1
Sarah CollinsMon
Claim settled - congrats! 🎉
💬 SMS
David Bickle - Policyholder
via Salesforce CRM · Bickle Insurance
Hi David - your home policy renews in 14 days. Tap to renew instantly: ins.bickle.co/renew 🏠
360 SMS · 9:01 AM · Delivered ✓
What's my renewal rate? 🏠
David · 9:03 AM
Your rate is $1,240/yr - same coverage, no changes. Reply YES to renew now or call us to adjust your policy!
9:03 AM · Auto-logged ✓
✓ Renewal confirmed · Policy record updated in Salesforce
Type a message...
Template
Auto-logged · Opt-out managed · 15+ channels active Live
40%Reduction in Policy
Lapse Rate
3×Higher Policy
Renewal Rate
38%Increase in Policyholder
Retention
98%SMS
Open Rate
1,200+Verified
Reviews
AgentExchange · #1 Rated
Why insurance teams choose 360 SMS

How 360 SMS Manages Insurance
Conversations at Every Stage

Every use case runs natively inside Salesforce - from lead follow-up and policy onboarding to renewal reminders and claims updates. Click a use case to see it in action.

Lead Follow-Up

Spend more time closing - SMS out in seconds before the agent sees the notification

New lead in Salesforce - SMS out in seconds. Automated SMS removes the human delay from that first response entirely, every time, regardless of volume or hour. Have more meaningful conversations with templated messages and automation.

  • ✓Instant personalized intro fires the moment lead record is created in Salesforce
  • ✓Automatic lead assignment and consistent originator numbers - right agent, right lead
  • ✓Check qualification and eligibility for insurance via conversational chatbot flow
Seconds
First response
50%
First-contact wins
0
Manual outreach
Lead Follow-Up · Salesforce CRM FlowLive
Policyholder Conversation · SMS · <60 Seconds
Hi David - I'm Sarah at Bickle Insurance. I'd love to help you find the right coverage. What type of insurance are you looking for? Reply HOME, AUTO, LIFE or HEALTH 🏥
360 SMS · 9:01 AM · Delivered ✓
HOME
David · 9:02 AM
Great! Let me check your eligibility. What's your ZIP code? I'll have options ready before our call.
9:02 AM · Auto-logged ✓
✓ Qualified before first call · Agent briefed · Lead record updated in Salesforce
Seconds
Response
50%
First contact wins
0
Manual outreach
Renewals & Policy Reminders

Announce policy updates reliably - send renewal reminders that actually get read

Payments can slip a customer's mind - don't let this grow into an issue. Send reminders for premiums, policy lapses and expiry. Announce policy updates with SMS. Send branded URLs for payments and document submissions.

  • ✓30-day, 14-day, and 7-day renewal reminders fire automatically from Salesforce
  • ✓Branded shortened URLs - policyholders trust and click to renew instantly
  • ✓Policy lapse and expiry alerts - agent notified if renewal not completed
↓40%
Lapse rate
3×
Renewal rate
0
Manual reminders
Policy Renewals · Salesforce CRMRunning
✓
30 days out · "Your home policy expires Jan 15 - renew now: ins.bickle.co/renew"
✓
14 days out · Follow-up reminder + branded renewal link
✓
7 days out · Final reminder with one-tap renewal link
!
Renewed via link · Policy active · Salesforce record updated
✓ Renewals 3× higher · Lapse rate ↓40% · All logged in Salesforce CRM
↓40%
Lapse rate
3×
Renewal rate
0
Manual reminders
Claims Updates

Establish an easy claim initiation process - accelerate responses and grievance redressal

Claims status updates fire automatically at each stage. Send notification alerts for claims when they get credited. Two-way SMS lets policyholders ask questions and receive answers in seconds - without calling the contact center.

  • ✓Claim initiation confirmation sent instantly when filed via Salesforce
  • ✓Status updates at each claims stage - under review, approved, credited
  • ✓Two-way replies let policyholders query claims without calling support
↓50%
Claims calls
3×
Faster resolution
0
Missed updates
Claims Updates · Salesforce CRMActive
Claim filed - confirmation sent instantly
Under review · "Your claim is being assessed - est. 48h"Sent ✓
Claim approved · Approval notification sentSent ✓
Claim credited · Settlement alert sentSent ✓
✓ Every claims stage communicated · Support calls ↓50% · Policyholder anxiety reduced
↓50%
Claims calls
3×
Faster resolution
0
Missed updates
Premium Payment Reminders

Payments can slip a customer's mind - don't let this grow into a lapse

Send reminders for premiums, policy lapses, and expiry. Send branded URLs for payments and document submissions. Redirect to payment gateways easily when sending reminders for mortgage installments - and see if policyholders opened those links.

  • ✓Automated premium reminders with branded secure payment links
  • ✓Link tracking - see if policyholders opened payment link without paying
  • ✓Payment confirmation fires instantly - policy record updated in Salesforce
3×
Faster collections
↓80%
Late payments
0
Manual chasing
Premium Reminders · Branded Payment Links · Salesforce Running
💳 PREMIUM DUE - AUTO-REMINDER SEQUENCE
"Hi Rachel - your $320 premium is due Jan 20. Pay securely: ins.bickle.co/pay 🔒"

Link opened ✓ - not yet paid → escalation reminder fires at 48h
✓ Payment received · Policy active · Record updated in Salesforce
✓ Link tracking shows who opened without paying
✓ Payment confirmation fires instantly - no manual entry
3×
Faster collections
↓80%
Late payments
0
Manual chasing
AI Policy Support

Reduce policyholder anxiety - connect customers to answers faster, 24/7

Connect customers to policy answers faster. Share policy documents easily and send confirmations. Respond immediately when customers are interested in closing the deal and enable voice-message for out-of-office hours.

  • ✓AI handles policy FAQs, coverage queries, and eligibility checks 24/7
  • ✓Enable self-service - product selection, add-ons, document upload via SMS
  • ✓Book and reschedule appointments easily - all interactions logged in Salesforce
24/7
Coverage
↓40%
Support calls
0
Missed queries
AI Policy Support · 24/7 · Salesforce CRMRunning
✓
Day 1 · Welcome pack + policy summary + doc upload link sent
✓
Policyholder asks "Am I covered for flood?" - AI answers instantly
✓
Self-service add-on selected via SMS - policy updated in Salesforce
✓
Appointment booked via reply - confirmation + reminder auto-sent
✓ 24/7 policy support · Support calls ↓40% · All logged in Salesforce
24/7
Coverage
↓40%
Support calls
0
Missed queries
Cross-Sell & Retention

Turn policy buyers into policyholders - and policyholders into repeat buyers

Cross-sell other insurance products like life, health, dental, disability, and retirement coverage to existing customers. Wish customers important life events. Build insurance agent relationships and an inbox presence.

  • ✓Cross-sell life, health, dental, disability and retirement coverage via triggered SMS
  • ✓Birthday and life event texts - build relationships that persist beyond the policy
  • ✓Post-policy feedback and review requests - collect social proof at scale
+38%
Retention rate
3×
Cross-sell rate
89%
Response rate
Cross-Sell Trigger · Life Event · SalesforceSent
Life event detected - birthday trigger fired in Salesforce
Birthday greeting + life coverage offer sentSent ✓
Carlos replied LIFE - eligibility check runsTriggered ✓
New policy added · Salesforce record updatedActive ✓
✓ Policy buyers become repeat buyers · Cross-sell 3× · Retention +38%
+38%
Retention
3×
Cross-sell
89%
Response rate
Insurance Teams
Ready to turn policy buyers into policyholders?
See 360 SMS running inside Salesforce for insurance in a free 20-minute demo.
Book a Demo →
How it works

Automated. Inside Salesforce. Zero code

Trigger · Send · Respond · Log - every insurance communication handled automatically.

Lead Follow-Up
Instant response · Chatbot qualification · Salesforce CRM
50% leads won by first responder01 / 04
1
Lead record created
Salesforce triggers instant SMS - before agent sees notification
2
Personalized intro sent
Agent name, product, merge fields - personal at scale
3
Chatbot qualifies eligibility
Decision tree checks coverage type, budget, requirements
4
Agent briefed - qualified call
Lead record updated · Agent notified · No cold calls
First contact in seconds · Fully qualified before first call · All logged in Salesforce
Policy Renewals
30/14/7-day sequence · Branded URLs · Salesforce CRM
Lapse rate ↓40%02 / 04
1
Expiry date approaches
Salesforce policy record triggers 30-day reminder sequence
2
Renewal reminders sent
30, 14, 7 days - branded URL for instant renewal
3
Policyholder renews via link
One-click renewal - no phone call needed
4
Confirmation sent · Record updated
Policy active · Salesforce record updated · Zero manual entry
Renewals 3× higher · Lapse rate ↓40% · All logged in Salesforce CRM
Claims Updates
Auto status updates · Two-way SMS · Salesforce CRM
↓ 50% claims calls03 / 04
1
Claim filed in Salesforce
Claims record triggers instant confirmation text to policyholder
2
Status updates at each stage
Under review, approved, settlement - automatic at every stage
3
Queries handled via 2-way SMS
Policyholder replies - AI answers or routes to agent
4
Credited - notification sent
Settlement credited alert · Record closed in Salesforce
Every claims stage communicated · Support calls ↓50% · Policyholder anxiety reduced
Cross-Sell & Retention
Life events · Cross-sell triggers · Referral engine · Salesforce
+38% retention rate04 / 04
1
Life event detected in Salesforce
Birthday, anniversary, or policy milestone triggers sequence
2
Personalized text sent
Life event greeting + relevant cross-sell offer included
3
Policyholder replies LIFE/DENTAL
Cross-sell flow triggers - eligibility check runs automatically
4
Add-on activated · Record updated
New policy added · Salesforce updated · Agent notified
Policy buyers become repeat buyers · Cross-sell 3× · Retention +38% · All in Salesforce
⚡ AI Use Case · Insurance

AI-Powered Policyholder
Support & Self-Service. 24/7

Insurance agents are too valuable to waste on routine policy queries and renewal reminders. 360 SMS AI agents handle qualification, claims queries, self-service add-ons, appointment booking, and cross-sell conversations - automatically inside Salesforce. Build an inbox presence that turns curious insurance hunters into loyal, repeat policyholders.

Compliance Monitoring for Messaging
Monitors outbound customer communication to identify compliance risks, spam triggers, misleading language, and opt-out intent before messages are delivered.
Reduce compliance-related risks
Intelligent Renewal Drip Suggestions
Recommends optimized renewal reminders, follow-up journeys, and engagement sequences based on customer response behavior and interaction history.
Increase policy renewal rates
Clearer Policy Communication
Refines and simplifies insurance communication by rewriting complex messages into more customer-friendly and professional conversations.
Improve customer understanding instantly
Achieve end-to-end insurance communications with a single app integration - no code.
All conversations auto-logged to the policyholder record. Data stays inside your Salesforce org.
See AI in action →
Salesforce Native · Any Carrier · Branded Inbox
PLATFORM & CREDIBILITY

Look credible in your customer’s
inbox - branded, consistent, and trusted

All your data stays inside your Salesforce org - no middleware, no external platforms. Manage agent territories and lead assignment automatically, with consistent originator numbers throughout every relationship.

Branded Sender IDs and Short Codes
Use branded shortened URLs, short codes, and Sender IDs to make messages look more credible - policyholders trust and respond to messages from a familiar sender.
Agent territory and lead assignment
Automatic lead assignment and consistent originator numbers - regardless of who sends the campaign. Geotag leads by area code to auto-assign to the right agent territory.
TLS-encrypted callouts
Every callout from Salesforce to messaging providers is TLS-encrypted. Policyholder data protected in transit end-to-end - all stored inside your Salesforce org only.
Opt-In & Opt-Out consent management
Double Opt-In and Opt-Out consent flows built in - essential for compliant insurance SMS marketing at scale, directly inside Salesforce.
Salesforce-Native Insurance Platform
End-to-end policyholder communication
✓
All policyholder data inside your Salesforce CRM only
✓
15+ channels · SMS, WhatsApp, MMS, voice · single inbox
✓
Geotag by area code · auto territory assignment
✓
Branded Sender IDs · Short Codes · custom URLs
✓
Opt-In / Opt-Out consent flows built in
✓
All interactions auto-logged to policyholder record
Zero Code · Single App Integration
Empower insurance agents to set up processes easily without code. Achieve end-to-end insurance communications with one Salesforce app.
CONTACT US

Get in touch- hear back
in an hour or less

Whether you need a 360 SMS demo, a pricing quote, or help with setup in Salesforce, our team is available 24x7 across the US, UK, AU, and IN.

24x7 global support
Average first response within an hour
Trusted by 60K+ users on Salesforce

Send us a message

We'll connect you with the right specialist.

Loading......

Please select country below.

captcha

refresh-icon

By checking this box, you agree to receive recurring text messages from 360 SMS App. Msg & data rates may apply. Message frequency may vary. Reply HELP for help, STOP to cancel. View our Privacy Policy and Terms of Service.

We use cookies to enhance your browsing experience, serve personalized ads or content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies.