SMS Automation
Text is where prospects and policyholders actually reply. SMS automation runs the conversations your team doesn’t have time for — recovery, follow-up, reminders — and does it within TCPA guardrails from day one.
Missed-call text-back
Every missed call triggers an instant text: “Sorry we missed you — what line are you shopping for?” The lead is engaged in seconds instead of dialing your competitor.
Quote follow-ups
Quotes go cold without nudges. Automated follow-up sequences keep a quoted prospect warm across the deciding days, all replies landing back in the producer’s inbox as a two-way thread.
Renewal reminders
Renewals are retention. The system reminds policyholders ahead of every renewal on a layered cadence:
- 120-day heads-up
- 60-day review offer
- 30-day reminder
- 7-day final nudge
Payment-due reminders
Lapses cost clients and commissions. Gentle payment-due reminders go out ahead of the due date so policies stay in force.
Post-bind check-ins
After a policy binds, automated check-ins confirm everything landed, prompt for questions, and open the door to cross-sell and referrals later.
TCPA-safe by design
- Sends only to contacts with documented express consent
- Honors STOP, UNSUBSCRIBE, and HELP automatically
- Respects quiet hours and per-contact frequency caps
- Keeps a consent and opt-out audit trail in the CRM
What it does NOT do
- Never quotes a premium
- Never recommends a carrier
- Never binds a policy
- Never makes a coverage recommendation
- Defers all licensed activity to a licensed producer
How it ships
Installed and tuned during your 10 dedicated install hours inside your agency’s GoHighLevel — cadences, consent handling, quiet hours, and reply routing all configured to your team and your lines. Live in 24 hours.