Drips | Insurance
Move Policyholders Forward with Conversations
Calls go to voicemail. Emails go unread. Renewal notices sit unopened. Meanwhile, policyholders make decisions in text threads. Drips turns silence into conversations that get responses, drive action, and lead to real outcomes.
One Platform. Every Stage of the Policyholder Journey.
From first quote to renewal, Drips creates two-way SMS conversations that move policyholders to act while moving your acquisition, retention, and revenue numbers with them.
Acquire Activate Navigate Retain
Keep Shoppers Talking
People ignore follow-up calls and email blasts. Drips starts text conversations that keep them engaged, so your sales team spends time only on the leads who are ready to buy.
- Reach shoppers who don't answer calls or emails
- Drive quote completions and schedule agent calls
- Built-in compliance on every message sent
Hi Matthew, it’s Jen from Trust Insurance, following up on the quote you requested for your 2026 Toyota Corolla. Are you ready to sign?
Sorry, been busy. Yes, send me the link.
You Secured the Policy. Don't Lose it While Onboarding.
New policyholders get buried in ID cards, portal logins, and paperwork. Drips turns onboarding into a two-way text thread that answers questions and clears confusion in real time, so your team spends less time on repeat calls and more time welcoming policyholders who are set up to stay.
- Drive portal registration and autopay enrollment
- Deliver policy details on the policyholder's timeline
- Anticipate and answer the most common questions
Hey Monique, it's Maria from Trust Insurance. Welcome to your new policy! Please check out this article for some next steps: trustins.com/79eFH"
When will I receive my ID cards?
ID cards are sent within 14 days of your policy start date. You can access a digital version on our app: http://trustins.com/app
Catch the Policyholders Slipping Away, Before They Switch
An unexplored discount or an outdated policy is often the first sign a policyholder is looking elsewhere. Drips reaches out before it becomes a lapsed policy or a lost customer, so your team can step in with the right offer at the right time.
- Identify eligible discounts to improve satisfaction
- Drive actions that lower risk and claims exposure
- Offer additional coverage and bundles at the right moment
Read: How To Use SMS Outreach For Customer Education
Hey Taylor, it's Maria from Trust Insurance. You might be entitled to additional discounts for your plan. Do you want to explore more?
What’s the discount?
We're offering a 15% discount when you bundle your home and auto insurance.
Missed Payments Cancel More Policies Than Accidents Do
A policyholder who can't pay is a solvable problem. Drips starts the payment conversation early, offers real options, and keeps policyholders covered, protecting the premium revenue and relationships you've already worked to build.
- Drive on-time payments and autopay enrollment
- Flag missed payments before they become lapses
- Re-engage policyholders who've already stopped responding
Learn How to Improve Retention
Hi Fred, looks like your credit card expired. Want the link to update your info?
Yes, sorry about that. I’ll update.
The Numbers You Track? We Move Them.
We don't chase metrics, we deliver outcomes. Drips is built on nearly a billion regulated-industry conversations, and in insurance, that experience lands directly on the numbers your teams track.
- 32% conversion rate on re-engaged, previously unquoted prospects
- $5M in retention revenue recovered for a regional auto insurer
- $7 lower cost per warm transfer versus traditional call center outreach
Built For Regulated Outreach
TCPA. State insurance solicitation rules. CAN-SPAM. Carrier-specific requirements. Every message you send prospects and policyholders carries real regulatory exposure, and most outreach tools leave that problem on your desk. The Drips compliance engine governs every conversation automatically, so your team can modernize outreach without becoming compliance experts.
Drips runs on ten-plus years of regulated-industry data and a proven compliance record. That's not a weekend project.
FAQS
Get Your Questions Answered
Is It Legal to Text Policyholders About Their Insurance?
Yes, it's legal and compliant to text prospects and policyholders about insurance when done in accordance with TCPA consent requirements and state-level insurance solicitation rules. Drips builds outreach that is traceable, auditable, and defensible.
What Regulations Apply to Insurance Outreach?
The major ones are the TCPA, CAN-SPAM, state insurance department solicitation rules, and carrier compliance guidelines. Drips builds outreach with an AI engine that runs on explicit compliance rules.
What's the Most Effective Tactic for Insurance Outreach?
Messages tailored to a members interests, background, and customer stage convert more inquiries into policies. Drips knows how to keep engaging conversations with members to guide them to their next best step.
Stop Leaving Policies on the Table
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