The communications hub: SMS, email and fax on one lead record
by InsuraCentralStaff18d ago3 views
A client texts back at 8 pm. In most agencies that text lands on the agent's personal phone and vanishes. In InsuraCentral it lands on the lead record, in the same thread as the calls and emails, where the whole team can see it.
SMS. Two-way texting from your business numbers, registered under 10DLC, with templates, DNC scrubbing and automatic opt-out handling. A STOP is honored without anyone doing anything.
Email. Send and receive from the record, with templates for the follow-ups you send fifty times a week.
Fax. Carriers still want faxes. Send a fax from the record and receive incoming faxes into the app, attached to the right client where the match is clear.
The inbox. One view of everything waiting for a reply across channels, sorted by what's oldest, so the 8 pm text gets an answer at 8 am instead of never.
Recording and history. Calls, texts, emails and faxes in one timeline per lead. When a family member says "nobody told her that," the timeline is the answer.
Compliance. Consent status and DNC status are on the record and enforced before a send.
Which channel do your clients actually reply on, and does your process treat that channel as the primary one?