How to use Text Messaging Service?

Now you can send/receive text messages from Insuredmine Agency Portal. This feature can be accessed with the smart phone icon from multiple places. Some of the common screens to locate text functionality includes:

• Text Messaging Module from the Navigation Panel
• Dashboard: Client Message Board Widget and Client Active Directory Widget
• Notifications
• Deal card detail  (Dealboard via Pipeline Manager) – click on the 3 dots to get the toolbar at the bottom of the deal card or from the Actions screen inside the deal card, on the right.
• Customer 360 profile –  From the Accounts module, go to Contacts Segment. Click on the phone number to get the SMS pop up screen
• Events Tab within Account 360
• Accounts Module – via the Action icon

All incoming text messages are available in dashboard notifications as shown below

You can also view all text messaging for every client over a single screen by clicking on View All from the screen above

There is also an option to send an attachment via Text Messages (MMS).

• Text Responses
  • When someone replies, the reply will show up their contact record and in your Text Message Inbox if you are the assigned agent.
  • You will also be notified via email.
• Texting Numbers
  • InsuredMine will try to use your current office number for your text communication.  However, if for some reason, that number is not available, you will be able to pick a number and area code of your choice.
  • We recommend using just one number per location so clients are not confused.  InsuredMine will assign those messages on the backend to the right agents based on client agent association.
• Texting Templates
  • Text templates are available in Engagement Module that can be used for message consistency.
• WhatsApp Integration
  • The most popular mode of communication is now available on InsuredMine.  You can send and receive messages on WhatsApp directly using InsuredMine.
• Text Opt-in/Opt-out
  • Contacts can opt-in and out of text messages at any point.  This includes all individual and drip text messages.
  • Opt-out:  Contacts can opt-out of receiving text messages from you at any point by texting you one of the following keywords:
    • STOP, STOPALL, UNSUBSCRIBE, CANCEL, END or QUIT
  • Opting out will prevent all future text messages from being delivered to this contact.  Opt-out will be marked as a grey bell next to a phone number in the Contact list.
  • Opt-in: Contacts can opt-in to receiving text messages from you at any point by texting you one of the following keywords:
    • START, YES and UNSTOP

      Opting back in will allow text messages to send again.

The verbiage used above is a CTIA industry standard used by all carriers nationwide.