SMS, email and Viber
Talk to your customers without leaving the software
With Connect the reminder goes out from the software itself and stays on the customer record.
Your policy expires on 30/11. Call us about the renewal.
Delivered
Does this sound familiar?
The customer does not know the policy is expiring
- You send messages from your personal phone.
- Nobody knows what was said to whom.
- A bulk message means copying contacts to another tool.
- A customer says they were not told and you cannot show otherwise.
I was never told
A customer says they never heard about the expiry. You open their record and see the SMS sent and when it was delivered.
In plain words
Instead of opening another tool for each message, you send from Connect. The recipient and their details are already there, and the message stays in the customer history.
How a message goes out
- Open the record or pick a group of customers.
- Write the message or choose a template.
- Send now or schedule it.
- See the status in the history.
Who it is for
For agencies that want customer contact to stay with the agency, not on someone's phone.
Every message, on its customer
Communication happens in the same place you see the policy. Send to one customer or to many, and what went out stays on their record.
Before expiry
Your policy expires on 30/11. Call us about the renewal.
For payment
Your payment notice is ready. Thank you.
On a name day
Best wishes from all of us at the agency!
Which message, and when
Insurance agency software without communication stays a plain back office. A renewal is decided by the message that goes out on time, just like the price from multi-quote. Which channel suits what.
- Renewal reminder
- A short SMS before expiry is almost always read. Send it in good time, from the record or in bulk.
- Payment notice
- Goes by email or SMS, with your own subject and text, so the customer knows what they are paying.
- Bulk email
- Right for agency news and suggestions. Choose recipients and schedule it.
- Name day wishes
- A small gesture that reminds them you exist, with nothing to sell.
- Contact preference
- The record states how the customer wants to be reached, and messages follow it.
What matters is not how many messages you send, but that the right one goes out at the right time. A renewal is usually lost because the customer remembered too late or someone else got there first. With the history on the record you always know what was said, even if a colleague sent it.
What's included
- SMS to a customer
- Send from their record, under your agency's sender name.
- Message templates
- Ready texts for what you send often.
- Bulk email
- Choose recipients and schedule the sending.
- History on the record
- SMS, email and Viber appear together on the customer record.
- Sending status
- See whether the SMS was delivered.
- The way the customer prefers
- Messages follow the contact method they chose.
How it connects to the rest
Frequently asked questions
Under what name does the SMS arrive?
Under your agency's sender name, once it is activated.
How are SMS charged?
SMS use credits you buy inside the software.
Can I see if an SMS was delivered?
Yes, its status shows in the history.
Can I send to many at once?
Yes, with bulk sending.
What if a customer does not want SMS?
Messages follow the contact method on their record.
Can I try it for free?
Yes. The trial lasts 14 days, with no card and no commitment.
Is there anything to install?
No. Everything runs in the cloud, from your browser, with no server at the office.
Do you help me get started?
Yes. Moving your data from your old system and helping your team in the first days are free.
Does support cost extra?
No. Support is included in your subscription.
Can I cancel?
Yes, whenever you like. Cancellation takes effect once the current period is over.
All products
Five questions, and you know what fits
Tell us how your agency works. We suggest a plan and add-ons, and you try them for 14 days with your own data.