Text with your customers from within system
It is essential for independent agencies to have a solution for text messaging with clients that does not open gaps in documentation. Too many agencies have cumbersome work-arounds or simply outlaw text conversations due to the associated risks. Partner Platform’s integrated text messaging solution makes it easy to send and receive texts and images with clients and lets you save a permanent record of the conversation with one click.
Plus you can leverage automated text messaging campaigns to text clients when a policy is coming up for renewal, when a payment is late, or for whatever is needed.
Check out our blog on To Text or Not to Text and learn best practices for customer text communications.