VirtualText Connect gives your agency one AI-powered SMS or webchat channel for quote questions, claims follow-up, and renewal replies. Most agencies start with SMS using our trial number pool before porting or 10DLC.
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Most 8–25 person agencies lose the majority of after-hours and next-day follow-ups. Here’s how teams are fixing it with one channel.
AI qualifies the lead using your exact underwriting questions and books a producer callback or sends a personalized quote link.
Typical result: 30–50 extra qualified opportunities per month
Policyholders text photos and questions. AI gathers details and routes to the claims team with full context and sentiment.
Typical result: 40% faster first response on claims
AI sends personalized renewal reminders and flags opportunities (e.g., home office equipment, umbrella policy) based on conversation context.
Typical result: 2–4 extra policies per producer per month
Agents use personal phones for client texts. Messages disappear when they leave, and you have zero visibility into conversations.
A prospect texts at 8 PM about a quote. Nobody responds until morning — if they remember at all. The prospect already called your competitor.
Tracking opt-ins, managing 10DLC registration, ensuring TCPA compliance — it's spreadsheets and hope. One mistake means fines.
Customer story
“Accurate AI that handles Medicare questions with total oversight.”
In the insurance industry, accuracy is everything. VirtualText allowed me to build a custom knowledge base directly from my own content. I have total oversight of how the AI handles sensitive Medicare inquiries. The AI handles the basics and hands the complex stuff directly to me.
— Vernon Davis, Lapis Insurance
World-class onboarding with expert guidance on 10DLC compliance.
“The perfect balance of automation and personal service.”
I was looking for a way to stay responsive without being tied to my phone 24/7. VirtualText provided a professional AI assistant that acts as my first line of engagement. I've trained the system to represent my brand accurately: qualifying leads and answering FAQs instantly. I was able to customize the playbook so the AI handles routine scheduling, but hands the conversation over to me the moment a complex Medicare question arises. It is the perfect balance of automation and personal service.
Connect puts one high-value channel — SMS or webchat — into a shared agency inbox for $99/mo. Add channels or voice features later when usage proves the need.
My auto policy renews next month. Can you check if...
Hi, I need a quote for home and auto bundle...
Any update on my water damage claim? The adjuster...
What does my homeowner's policy cover for water damage?
Sarah K. — 8:42 PMGreat question, Sarah! Your HomeShield Plus policy covers sudden and accidental water damage — like a burst pipe or appliance overflow. Gradual damage (slow leaks) typically isn't covered. Your deductible is $1,000.
Would you like me to email your full coverage summary, or connect you with your agent Lisa for a detailed review?
AI — 8:42 PMFull conversation context attached automatically
Paste your website URL and VirtualText auto-generates playbooks from your product pages. Your AI agent learns your carriers, coverage types, and quoting process — then handles routine inquiries in your brand voice.
Insurance teams need opt-in, opt-out, routing, and audit context visible in every client thread. Connect keeps the first messaging workflow controlled; Workspace adds the deeper controls and BAA-ready path when the use case requires it.
BAA path
Workspace
10DLC
Setup path
TCPA
Opt-outs tracked
Audit trail
Captured
Recent Audit Log
Opt-Out Management
STOP handledEvery opt-out stays attached to the client thread so the team can see consent state before replying.
Do not buy a messaging platform on faith. Use the trial to validate the moments that create revenue leakage and service risk.
1
Shared agency inbox
Confirm client texts are no longer trapped on personal phones.
24/7
After-hours capture
Review whether quote and claim questions get clean next-step replies.
$0
Per-message platform fees
Validate predictable pricing before you port numbers or register campaigns.
Automated renewal reminders via SMS. AI answers questions about coverage changes and premium adjustments.
Clients text photos and details. AI triages and routes to the right adjuster with full context.
AI engages website visitors, asks qualifying questions, and books appointments for your producers.
AI handles inquiries when your office is closed. Clients get instant answers; complex issues queue for morning.
Connect includes TCPA opt-in/opt-out handling, conversation audit trails, and a clear 10DLC setup path. Sensitive workflows that require a BAA should move through the Workspace path for the right architecture and agreement.
Absolutely. Paste your agency website URL and VirtualText auto-generates playbooks from your product pages. The AI learns your carriers, coverage types, deductibles, and quoting process. You can refine playbooks anytime in plain English.
VirtualText's AI monitors sentiment and complexity in real time. When a conversation needs human expertise — like a complex claim or upset client — it hands off instantly with full conversation context. Your team never starts from scratch.
AI agents respond 24/7 in your brand voice. They can answer product questions, capture lead information, and let clients know their message has been received. Urgent matters are flagged for your team's first-thing review.
Yes. VirtualText supports team-based routing and permissions. Claims conversations route to your claims team, sales inquiries to producers, and service questions to your support staff — all in one platform.
Most agencies see after-hours and quote responses improve within days. Add voice or more channels only after the first workflow works.