Welcome
Welcome, {{name}}, and thank you for choosing me. I'm your licensed agent, and this number reaches me directly. Save it, and text me whenever you have a question.
New insurance client welcome texts: 13 templates for the first month
The first month after someone signs decides whether they stay for years. They have documents they do not understand, a payment they might forget and no idea who to call. These thirteen texts welcome them, explain what to expect, point to the right documents, show how to reach you and check in at the right moments. All are short, all are friendly, and none promises more than your policy says. Send them to new clients who agreed to be texted. Copy any message, or add all thirteen to your keyboard and send them from iMessage, WhatsApp, SMS or any other app in one tap. textcuts works in any app where you type.
Works in WhatsApp, iMessage, Instagram, Messenger and every other app.
Words in {{double braces}} are blanks. In the textcuts keyboard you fill them with one tap, and the names you used recently come back.
The first days
Documents are ready
Your policy documents are in your email, {{name}}. Please keep them somewhere safe. If you can't find them, I'll resend them.
ID cards
Your insurance card is ready, {{name}}: {{link}}. Save it to your phone so it's there when you need it.
What to expect
Here is what happens next, {{name}}: you'll get a bill from the carrier, then a renewal notice in a year. I'll remind you before each. Nothing else for you to do.
The first month
Reading the policy
Have you had a chance to read your policy, {{name}}? It's long, so I'm happy to go through the main parts by phone. Which day suits you?
If you need to claim
A tip for later, {{name}}: if you ever need to make a claim, call me first. I'll guide you and file it with the carrier. You don't need to figure it out alone.
Payment set up
Your first payment is due on {{date}}, {{name}}. Would you like help setting up automatic payments so you don't have to remember?
Month one check in
How is everything going, {{name}}? Any question about the policy or the bill? I'm here.
Anything missing
Is there anything you expected the policy to cover that you're not sure about, {{name}}? Ask me now and I'll tell you honestly where it stands.
Building the relationship
Where to find me
In case you ever need me, {{name}}: text, call or email, any of these work. I answer on weekdays and I'll reply as soon as I can.
Sharing a tip
A small tip, {{name}}: take photos of your belongings once a year. If something happens, it makes a claim much easier. Keep them in a cloud folder.
Review in a year
I'll check in with you at the one year mark, {{name}}, to see if your cover still fits. Meanwhile, tell me if anything changes in your life.
Thank you
It's been a month, {{name}}, and I'm glad to have you as a client. Thank you for trusting me with your cover.
When to send each message
| When | Message | Note |
|---|---|---|
| Day 0 | Welcome | Welcome. |
| Day 1 | Documents are ready | Documents. |
| Day 3 | What to expect | What to expect. |
| Day 7 | Reading the policy | Offer a walk through. |
| Before first bill | Payment set up | Payment help. |
| Day 30 | Month one check in | Check in. |
| Day 30 | Thank you | Thank you. |
Do not say
Texting a number that never agreed to hear from you (a bought list, a number copied from a form for something else, a stranger).
Instead: Text only people who gave you their number and agreed to texts. Honor stop right away.
A long welcome full of terms.
Instead: Two sentences and where to find you.
Promising that every loss is covered.
Instead: Say you will explain what the policy covers and excludes.
Selling another policy in the welcome.
Instead: Wait a few weeks.
Sending policy numbers or personal details in a text.
Instead: Send documents by email or a secure link.
Disappearing after the sale.
Instead: Check in on day 30 and again at renewal.
Sending texts to a number the client gave only for the policy file.
Instead: Ask if they are happy to hear from you by text.
Works in WhatsApp, iMessage, Instagram, Messenger and every other app.
Frequently asked questions
What should I send a new insurance client?
A welcome with your name and number, the documents, what happens next, and a check in at day 7 and day 30. Keep each message short.
Can I text a client who never agreed to be texted?
No. Send these only to people who gave you their number and agreed to hear from you by text. The FCC's guide and 47 CFR 64.1200 explain the consent rules. Start a first message with a line such as "Tell me if you'd rather not get texts," and stop the moment someone says stop. Keep texting for people you already work with, one message at a time, typed by you.
Do these templates work on the free plan?
Yes. Eleven of the thirteen use a single blank, which fills in on the free plan. The "ID cards" and the "Payment set up" use two blanks and need Pro to fill both from the keyboard.
Can I send these in WhatsApp, iMessage and SMS?
Yes. textcuts is a keyboard, so the templates work in every app where you type, including iMessage, WhatsApp, SMS and Messenger.