In the competitive world of insurance agent marketing, staying top of mind (and in your lead’s inbox) is key. But when emails get ignored and phone calls go unanswered, there’s one tool that continues to outperform: text messaging.

Studies show that over 90% of text messages are read within three minutes, and when done right, they can become one of the most effective strategies in your entire marketing toolkit.

But here’s the catch—most insurance agents are doing it wrong.

If your texts feel robotic or “too salesy,” your leads will ghost you before you ever get the chance to book an appointment. That’s why we’re sharing the exact text messaging best practices that top agents use to boost engagement and close more sales, plus how Agent CRM is already using these strategies for you.

Whether you’re a life insurance agent, Medicare pro, or just getting started in the industry, this guide will help you transform your insurance agent marketing with messages that actually work.

✅ 1. Use Emojis to Humanize Your Messages 😎

Insurance marketing doesn’t have to be stiff. One simple change that boosts engagement across the board?

👉 Add an emoji.
AgentAI (our built-in automation assistant) has tested it—emojis in your texts boost reply rates by 20–25%. Why? Because they make your message feel like it’s coming from a real person, not a robot.

✔️ Texting Tips for Insurance Agent Marketing:

  • Use 1–2 emojis max per message

  • Pick emojis that match your tone: 😃📅🏡

  • Keep it relevant (no unicorns or pizza slices unless it fits your brand)

✅ 2. Add a Photo to Build Trust Instantly 📸

When a lead sees a picture of you, it changes everything.

Texting becomes more personal. You become a real person—not just “some insurance guy.” Including a photo in your first text message is one of the fastest ways to build trust and get a reply.

💡 Marketing Tip: Use a clear, friendly headshot (bonus points if your logo is in the corner).

✅ 3. Keep Your Messages Short, Friendly, and Clear ✉️

No one reads long-winded texts—especially if they look like a copy/paste sales pitch.

❌ Bad Example:

“Hello, this is Rebecca from Shield & Secure Life Insurance Services LLC following up on your recent inquiry regarding coverage options.”

✅ Good Example:

“Hey! 😊 It’s Rebecca from Shield & Secure—are you still shopping for coverage?”

The second one feels real. And that’s what gets replies.

✅ 4. Use Branning Bundles to Automate Smart Insurance Agent Marketing

If you’re using Agent CRM, you don’t have to guess how to write the perfect message. Our Branning Bundles are pre-built automation campaigns that follow all the text messaging best practices for insurance agents.

Whether you’re nurturing new life insurance leads, following up with Medicare prospects, or staying in touch with P&C clients—Branning Bundles are plug-and-play campaigns designed specifically for insurance agent marketing success.

✅ Friendly tone
✅ Emojis included
✅ Custom photo message
✅ Calendar booking link
✅ Optional AI support via AgentAI

👉 Ready to launch better messages today? Start your free trial of Agent CRM here.

✅ 5. Send Compliant, Deliverable Texts (Without Guesswork)

The best messages mean nothing if they don’t get delivered.

That’s why Agent CRM handles text message compliance for you:

  • A2P phone registration tools built in

  • Avoids known spam triggers

  • Helps you stay compliant with current texting laws

📢 And yes—we’re constantly updating our workflows to match the latest industry regulations.

✅ 6. Time Your Messages Right for Maximum Response

Great texts at the wrong time = silence.

Best times to text leads:

  • Weekdays between 9–11 AM or 4–6 PM

  • Avoid weekends unless they asked for a follow-up

AgentAI inside Agent CRM can even automatically schedule messages based on the best response windows, making your insurance agent marketing smarter and more effective.

✅ 7. Let AgentAI Follow Up for You (While You Close More Deals)

Forget manually chasing leads. With AgentAI, you can automatically:

🤖 Reply to inbound texts
📆 Answer questions
📅 Book appointments
📲 Keep the conversation going

AgentAI uses your voice, your offers, and your branding, so it never feels “robotic”—but it frees you up to focus on closing, not chasing.

🚀 Insurance Agent Marketing with Agent CRM

The most successful insurance agents don’t just send more texts—they send better ones.

And with Agent CRM, all of these text messaging best practices are built in: ✅ Pre-written Branning Bundles
✅ AI-powered responses
✅ Smart scheduling
✅ Compliance tools
✅ High deliverability
✅ Real engagement that leads to real sales

👉 Ready to grow your insurance business through smart, proven marketing? Start your free 14-day trial of Agent CRM here.

Learn More – Insurance Agent Marketing Articles:


AI / Artificial Intelligence, Marketing, Phone and Text

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