Texts that wait for the morning
Two-way SMS with consent on every thread. Automated texts for the moments that keep policies on the books. And a quiet window from 8pm to 8am in each client's own time zone.
- Texting window
- 8am to 8pm
- Measured in
- Their time zone
- STOP means
- Text and calls
Richard Ingram
Agreed to texts · Eastern time
- Welcome, Oct 17, 8:53am: Hi Richard, this is Jordan, your agent. Your application was submitted today. I'll keep you posted.
- Underwriting review, Oct 18, 10:05am: Quick update: the carrier is reviewing your application. Nothing needed from you yet.
- Policy approved, Oct 19, 9:12am: Good news Richard: the carrier approved your policy. Your first draft will come out on your chosen date.
- Billing reminder, Nov 12, 9:00am: A reminder that your premium drafts on the 15th. Reply here if anything changed.
- Birthday, Feb 3, 10:00am: Happy birthday Richard. Thinking of you today, Jordan.
Example automated texts to one client.
From 8pm to 8am, the phone stays quiet
A client in Los Angeles should not hear from you at 6am because your office is in Miami. Vora checks the recipient's own clock on every send, and anything outside the window waits for 8am their time.
3 of 4 send now; the rest wait for 8am their time
Send at any hour, deliver at the right one
Move the send time and see who gets the text now and who waits for morning.
Richard Ingram
Miami
Their time 8:30pm
Held until 8:00am tomorrow
Carol Harmon
Dallas
Their time 7:30pm
Sends now
Daniel Harmon
Denver
Their time 6:30pm
Sends now
Susan Dawson
Los Angeles
Their time 5:30pm
Sends now
At 8:30pm Eastern, 3 of 4 texts send now; the rest wait.
What if Richard replies STOP?
Example recipients. The texting window is 8am to 8pm in the recipient's time zone.
The same text, two endings
Agents mean well. Without a system, the check-in goes out from a personal phone at the wrong hour, with nothing on record.
From an agent's own phone
Delivered 9:40pm
- 9:40pm, a text the client did not ask for.
- No record of consent anywhere.
- The client replies STOP and the dialer calls anyway.
From Vora
Pressed send 9:40pm · delivers 8:00am
- Sent at 9:40pm, delivered at 8:00am their time.
- Consent sits beside the thread.
- STOP stops texts and calls together.
Automated texts
Welcome, birthday, holiday, quarterly check-in, lapse reminder, billing reminder, policy packet follow-up and underwriting review. Each has an editable template with placeholders, frequency caps, and a choice of auto-send or drafts for approval.
Hi {first_name}, this is {agent_name}. Your application was submitted today.
Happy birthday {first_name}. Thinking of you today, {agent_first_name}.
Wishing you and your family a happy {holiday}, {first_name}.
Hi {first_name}, checking in on your {carrier} policy. Anything changed?
Hi {first_name}, this is {agent_name}. Your application was submitted today.
Happy birthday {first_name}. Thinking of you today, {agent_first_name}.
Wishing you and your family a happy {holiday}, {first_name}.
Hi {first_name}, checking in on your {carrier} policy. Anything changed?
Hi {first_name}, this is {agent_name}. Your application was submitted today.
Happy birthday {first_name}. Thinking of you today, {agent_first_name}.
Wishing you and your family a happy {holiday}, {first_name}.
Hi {first_name}, checking in on your {carrier} policy. Anything changed?
Hi {first_name}, this is {agent_name}. Your application was submitted today.
Happy birthday {first_name}. Thinking of you today, {agent_first_name}.
Wishing you and your family a happy {holiday}, {first_name}.
Hi {first_name}, checking in on your {carrier} policy. Anything changed?
{first_name}, your last payment did not go through. Reply and I can help.
Your premium drafts on {draft_date}. Reply here if anything changed.
Did your policy packet arrive, {first_name}? Let me know if not.
The carrier is reviewing your application. Nothing needed from you yet.
{first_name}, your last payment did not go through. Reply and I can help.
Your premium drafts on {draft_date}. Reply here if anything changed.
Did your policy packet arrive, {first_name}? Let me know if not.
The carrier is reviewing your application. Nothing needed from you yet.
{first_name}, your last payment did not go through. Reply and I can help.
Your premium drafts on {draft_date}. Reply here if anything changed.
Did your policy packet arrive, {first_name}? Let me know if not.
The carrier is reviewing your application. Nothing needed from you yet.
{first_name}, your last payment did not go through. Reply and I can help.
Your premium drafts on {draft_date}. Reply here if anything changed.
Did your policy packet arrive, {first_name}? Let me know if not.
The carrier is reviewing your application. Nothing needed from you yet.
Example wording. Every template is editable, with its own frequency cap.
Two-way SMS inbox
Text clients from the CRM with consent tracked on every thread. STOP, START and HELP are handled for you, messages only send between 8am and 8pm in the recipient's time zone, and failed messages show why.
Texting and email that respect consent
Two-way SMS with clients, automated texts for the moments that keep policies on the books, and email notices for everything your team needs to know.
Drafts and approvals
Agencies that want a human in the loop can route texts to a review inbox before they go out. Approvals sit next to every other item that needs attention.
Email that arrives
Invites, sign-in links, security notices, lapse alerts, announcements and request updates are sent as branded email, with previews of every template in settings.
Included
- 10DLC-registered sending
- Consent and opt-out shared across text and phone
- Quiet hours by recipient time zone
- Per-agency sending limits
- Template placeholders
- Announcements by app and email
For agency owners
Keep every client close without keeping your compliance officer up at night
We register your sending, load the templates you want, and decide with you which texts send on their own and which wait for approval.