Say Goodbye to Missed Emails: Send Your Documents Instantly via SMS

We’ve just released a powerful new feature inside Agent CRM that will change the way you deliver documents and contracts: SMS document delivery. This update helps you reach clients faster, streamline your workflows, and boost response rates by putting documents where your clients actually see them — on their phone.

📬 Why This Matters for Agents

Let’s be real: emails often get lost, ignored, or buried. But text messages? They get read.

Whether you’re sending a policy contract, a scope of appointment, or a simple form, getting it into your client’s hands quickly can make the difference between a sale and a missed opportunity. That’s why this update gives you the power to:

• 🚀 Send documents via SMS

• 📧 Combine SMS and email for double the delivery power

• 🧠 Set defaults for automation, so nothing slips through the cracks

• ✍️ Create custom SMS templates for branded, personalized messages

🔧 What’s New (And How It Works)

✅ Send Documents via SMS or SMS + Email
Choose your preferred method — you can now send documents with just a phone number, or use both email and SMS for extra visibility.

⚙️ Set Global Defaults
You can choose your default delivery method for every document sent from your account:

• Go to Documents & Contracts → Settings → Customer Notifications

• Choose SMS, Email, or both for “Document Received” and “Document Signed”

• Save your settings — that’s it!

📝 Build Custom SMS Templates with Snippets
Your brand, your voice. Go to Marketing → Snippets, create a new SMS snippet, and use that as a default message or personalize it for individual sends.

📤 Send Documents Individually or in Workflows

• For individual sends: Open the document → Click Send → Choose SMS

• For automations: Add a “Send Document” action in Workflows → Choose your delivery channel → Done!

🔄 Real Use Cases

✔️ Scope of Appointment (SOA)
Want to send a quick SOA before a Medicare call? Text it right to their phone and get it signed before the meeting even starts.

✔️ Policy Documents
Follow up a sales call with the official contract — via text — and get the signature back in record time.

✔️ New Lead Forms
Collect missing details from prospects without chasing them via email.

📈 Benefits for Insurance Agents

• 📲 Instant visibility: Text messages are read faster than emails

• ⏳ Save time: Set defaults once and move on

• 🔄 Workflow ready: Automate it all — from follow-up to signature

• 💬 More engagement: Clients respond faster when documents are just a tap away

Try It Today — Free

Already an Agent CRM user? Log in and start using SMS document delivery right away.

New here? You can explore everything we’ve built — including this brand-new feature — with a 14-day free trial.

👉 Start your trial today: https://www.agent-crm.com