Are you an insurance agent struggling to get A2P approved? Look no further, because we have the solution for you. With over 3,000 agents successfully obtaining A2P approval, we have decided to share our secret process with you.

In this blog post, we will outline the exact steps you need to take to get A2P approved and start growing your business. In our examples, we’ll be referencing the resources that come with your Agent CRM account. If you’re using a platform that hasn’t updated their A2P resources after May 24, 2024… you’re probably getting your verification requests denied over and over again, right?

Are you wondering why A2P Approval is so hard? Read our article about, “The A2P Police Are Cracking Down!

Step 1: Utilize our Pre-Approved Funnel

The first step in our A2P approval process is to use our proven A2P approved funnel. We have spent countless hours testing and refining this funnel to ensure that it meets all of the requirements for A2P approval. By using our funnel, you can rest assured that your online marketing platform will be A2P approved.

🛑 OOPS! Too many agents try and use a custom funnel and submit that for the A2P approval process. Submit a funnel that you know will be approved, so that you can start marketing right away

Step 2: Use Our A2P Approved Online Booking System

Inside our A2P approved funnel, you will find an online booking system. This calendar tool contains all of the language that we know will get your approval. By using this link, you are using the exact language that has been successful for thousands of agents before you. This is a crucial step in the approval process.

🛑 OOPS! Many of the most popular online booking systems will get your A2P verification request DENIED! 

Step 3: Submit our Exact Outbound Campaign (Language is A2P Approved)

In addition to the A2P approved funnel and calendar link, we also provide you with the exact outbound campaign that has been reviewed and approved by carriers. This campaign has a proven track record of success and will greatly increase your chances of getting A2P approval. Remember, make sure to brand it with your own information, but avoid making too many changes to the campaign itself.

🛑 OOPS! A lot of the bigger dialing platforms are not updating their outbound campaigns, and it’s causing a lot of agents to get stuck in “submit-tweak-try again” purgatory. That’s an unnecessary use of your time, we have the outbound campaigns that will be approved

We’d love to show you the funnel, online booking system and our live support options. Can you grab a time slot on our demo calendar so we can show you Agent CRM? This will be a private, personal call with our team to show you the Agent CRM Difference and answer any questions you have.

Step 4: Utilize Our Tool for Copy and Paste Form Fills

We understand that the process of getting A2P approved can be overwhelming and confusing. That’s why we have developed a tool that will walk you through the necessary copy and paste form fills, designed for insurance agents. This ensures that you are providing the correct information to the carriers and greatly increases your chances of approval.

🛑 OOPS! You should not have to guess what to input into the form fields for your A2P Approval! We have the exact language for you to copy-and-paste

In conclusion, our A2P approval process has been proven to be successful for over 3,000 agents. Don’t waste any more time and energy trying to figure it out on your own.

Sign up for Agent CRM today and utilize our A2P approval process to quickly and easily get A2P approved.

insurance agents comprehensive compliance guide june 2024

insurance agents comprehensive compliance guide june 2024

More Information About A2P Approval for Insurance Agents

  1. The Latest Updates on A2P: A Guide to Staying Compliant
  2. Agent CRM: Leading the Way in HIPAA Compliance
  3. A2P Police Cracking Down! – A2P Compliance May 2024 Updates
  4. Increase Your Contact Rate for New Leads (Using Technology and AI)
  5. Navigating A2P Compliance: Your Questions Answered

“OB was a very great help to me in building my funnel, and website in the support team, he was concerned for me, and would even call me to ensure I got what I wanted he would do a follow-up with me, and work at the back end on my CRM even after the call. Thanks, OB.”


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Agent CRM Team

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The Agent CRM Team works with our developers, our community and our executives to create content for our blog. The content we create is useful for understanding how Agent CRM can help you, it can show you how to use our features and we use the blog to answer common questions.

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