CoverText

Let Clients Text for Insurance Cards — Not Call Your Staff

CoverText automates routine insurance service requests like ID cards and policy expirations through secure, compliant SMS.

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What CoverText Does

📱

Clients Text Your Number

Your agency gets a dedicated SMS number. Clients text it just like they'd call.

⚡

Automatic Fulfillment

CoverText identifies and fulfills common requests instantly, no manual work required.

📋

Full Audit Trail

Every request is logged and auditable. You stay in control of your client data.

What It Handles

✅

Insurance ID Cards

Clients receive their policy documents via MMS instantly

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Policy Expiration Lookups

Quick answers about when policies expire

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Graceful Fallback

Unsupported requests get a helpful "we'll call you" response

What CoverText Does NOT Do

We're intentionally narrow to stay simple and compliant

❌
No policy changes — those require agent approval
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No billing — payment processing stays with you
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No underwriting — quotes and risk assessment aren't automated
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No carrier integrations — we work with your existing data
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No client portal — SMS is the interface, period

How It Works

1

Client Texts

They send a message to your agency number

2

CoverText Identifies

Intent is detected and the client is matched

3

Instant Delivery

Document or answer is sent automatically

4

Staff Stays Focused

Your team works on high-value tasks instead

Compliance & Trust

🔒

STOP / START / HELP Supported

Full compliance with SMS regulations

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Opt-Out Enforcement

Clients can opt out anytime, automatically honored

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Full Audit Trail

Every message and action is logged

🏢

You Own Your Data

Your agency data stays yours, always

Simple, Transparent Pricing

$49/month

Pilot Plan

Get started with automated client service. Cancel anytime.

Start Your Pilot

Need higher volume? Contact us for Growth pricing ($99/month)