Quote ready
Hi {{name}}, your quote is ready. I sent it to your email. Call me when you have looked at it and I will go through the options with you.
Insurance agent text pack: 11 messages for quotes, policies and claims
Insurance runs on small, timely messages: a quote is ready, a document is missing, a renewal is coming, a claim needs support. This pack has 11 messages for those moments. Add the pack in one tap and send them from the keyboard in WhatsApp, SMS or any other app.
Works in WhatsApp, iMessage, Instagram, Messenger and every other app.
Who this pack is for
The pack is for agents and brokers who stay in touch with clients by text and want the same tidy wording each time.
Typical moments:
- An agent who has just sent a quote and wants to follow up.
- A broker asking a client for missing documents.
- An advisor reminding about a renewal or a payment.
- A claims contact who keeps a client updated.
- Anyone who wants to run an annual review check in or ask for a review.
What is inside
The pack has 11 messages in 3 folders. Quotes has 3 messages, Policies has 4 and Claims and Reviews has 4. Each message has a name blank that fills in on send.
Words in {{double braces}} are blanks. In the textcuts keyboard you fill them with one tap, and the names you used recently come back.
Quotes
Documents needed
Hi {{name}}, to finish your application I need a copy of your ID and your current policy. A photo sent here works fine.
Quote follow up
Hi {{name}}, just checking in on the quote I sent. Do you have any questions about the coverage or the price?
Policies
Policy is active
Hi {{name}}, good news: your policy is now active. I sent you the documents. Please keep them somewhere safe and reach out with any questions.
Renewal reminder
Hi {{name}}, your policy is coming up for renewal soon. Let me review it with you to make sure you still have the right cover at the best price.
Payment reminder
Hi {{name}}, a friendly reminder that your payment is due soon. Message me if you would like to change how you pay.
Life change check in
Hi {{name}}, if anything has changed recently, like a new home, car or family member, let me know so we can update your cover.
Claims and Reviews
Claim support
Hi {{name}}, I am so sorry to hear that. I am here to help with your claim. Please send me photos and any details, and I will take it from there.
Claim update
Hi {{name}}, I have an update on your claim. Call me when you have a minute and I will explain where things stand.
Annual review
Hi {{name}}, it has been a year since we last reviewed your cover. Can we book a short call to make sure everything still fits?
Ask for a review
Hi {{name}}, thank you for choosing me as your agent. If you were happy with my service, a short review would really help: [your link]
Works in WhatsApp, iMessage, Instagram, Messenger and every other app.
Frequently asked questions
How do I add this pack to my phone?
Tap the button on this page on your iPhone or Android phone. textcuts opens and the 11 messages land in their folders, ready to use. Nothing to copy and paste one by one.
Does it work on the free plan?
Yes. The whole pack imports, and every one of the 11 messages uses a single blank, so each one fills in on the free plan. The free plan limits how many textcuts you add yourself later; Pro lifts that and allows several blanks in one message.
Can I use these messages in WhatsApp, iMessage and other apps?
Yes. textcuts is a keyboard, so the messages work in every app where you type. Browse more on the templates page.
Can I edit the messages?
Yes. Every message is a normal textcut after you import it. Change the wording, rename a folder, delete what you do not need, or add your own.
Do the messages quote prices or give advice?
No. They notify, remind and ask. Anything specific about cover, price or terms is for you to say in your own words, under the rules that apply to you.