SMS Campaign Description Templates

[BUSINESS NAME] – General Insurance Campaign

[BUSINESS NAME] will leverage SMS through Gail by Lula to stay connected with clients who have opted in via in-store forms, [www.SAMPLESITE.com], or third-party lead providers. We will use SMS to: Notify clients of policy status updates (e.g., bound, pending, lapsed), Share important billing reminders, Promote seasonal discounts and bundle offers, and Send post-interaction satisfaction surveys. All recipients will have explicitly opted in, and we will immediately honor all opt-out requests. All messages will remain compliant with TCPA and other regulatory standards.

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[BUSINESS NAME] – Claims and Retention Campaign
[BUSINESS NAME] will utilize SMS campaigns through Gail by Lula to streamline communication with clients who have opted in via quote forms or claim portals on [www.SAMPLESITE.com]. Messaging will be used for: Claims follow-ups and document requests, Proactive alerts about expiring coverage, Cross-sell notifications for complementary policies, and Customer engagement through loyalty and reward programs. Consent will be collected prior to outreach, and users will be able to opt out at any time. We are committed to full compliance with TCPA and all relevant regulations.

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[BUSINESS NAME] – Health & Life Campaign
[BUSINESS NAME] will use SMS via Gail by Lula to engage with leads and policyholders who have opted in through health insurance webinars, email campaigns, or quote requests submitted on [www.SAMPLESITE.com]. Our messaging objectives include: Scheduling enrollment consultations, Sending reminders for open enrollment deadlines, Offering Medicare and supplemental plan updates, and Requesting post-appointment feedback. All users will provide clear opt-in consent and will be given easy options to opt out. All campaign practices will follow TCPA and HIPAA-safe messaging standards. Support is available via (XXX)XXX-XXXX.

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[BUSINESS NAME] – Commercial Insurance Campaign
[BUSINESS NAME] will implement SMS outreach through Gail by Lula to maintain high-touch communication with business clients and commercial policyholders. Messages will focus on: Policy renewals and premium payment alerts, Risk assessment appointment confirmations, Updates on underwriting decisions, and Emergency notifications during weather events. Messaging will only be sent to contacts who have explicitly opted in via [www.SAMPLESITE.com], and opt-out instructions will be included in all messages. All communication practices will strictly adhere to TCPA guidelines.

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[BUSINESS NAME] – Family & Auto Insurance Campaign
[BUSINESS NAME] will use SMS via Gail by Lula to enhance our customer experience with opted-in contacts from our family-focused client base. SMS messages will include: Welcome messages to new clients, Follow-ups for family auto and renters quotes, Check-ins during policy onboarding, and Invitations to referral and review incentive programs. Opt-in consent will be collected through digital forms on [www.SAMPLESITE.com], and opt-out mechanisms will be clearly provided. We will ensure full compliance with all TCPA requirements and privacy regulations. For assistance, clients can contact us at (XXX)XXX-XXXX.

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[BUSINESS NAME] – Policy Service & Claims Follow-Up Campaign
[BUSINESS NAME] will use SMS messaging strictly for customer service and transactional notifications. These messages will include updates on policy adjustments (e.g., endorsements, cancellations, reinstatements), claims follow-ups, and document requests for underwriting or service processing. SMS will also be used to remind clients of payment due dates or action items needed to prevent service interruptions. We will comply fully with the TCPA and any applicable state regulations, including obtaining express consent, honoring quiet hours, and managing opt-outs through all channels. Contact information will be sourced directly from service requests submitted via [www.SAMPLESITE.com] or in person.

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[BUSINESS NAME] – Client Communications Compliance Campaign
SMS through [BUSINESS NAME] will be used to streamline transactional updates and maintain responsive customer support. Messaging will include appointment confirmations, notices of billing adjustments, reminders of policy renewal deadlines, and follow-up inquiries after a client engages with our services. We will fully comply with TCPA and applicable state laws (including Title 13 Chapter 25a in Utah where relevant), capturing documented opt-ins and making all messages non-promotional in nature. Contact data is collected directly from quote forms and client intake workflows on [www.SAMPLESITE.com].

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[BUSINESS NAME] – Policyholder Update and Notification Campaign
[BUSINESS NAME] intends to use SMS solely for informative and transactional communication. This includes notifications about policy changes (renewals, billing notices, or policy lapses), confirmations of scheduled consultations, and updates following service inquiries. No marketing messages will be sent. Every contact will have provided prior express consent, and all messages will clearly identify [BUSINESS NAME] as the sender and provide an opt-out method. Our processes meet all requirements of TCPA and relevant state-level consumer protection laws.

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[BUSINESS NAME] – Compliance-Based Service Notification Campaign
[BUSINESS NAME] will use SMS to provide important service notifications and manage active insurance policies more effectively. Use cases include sending real-time alerts about coverage modifications, claims progress updates, and reminders to provide requested documents. These communications will be sent only to users who have opted in, typically via [www.SAMPLESITE.com] or in-office service forms. Our team will manage opt-outs promptly and follow all quiet hour and holiday messaging restrictions under both TCPA and state-level guidelines.

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[BUSINESS NAME] – Non-Promotional Insurance Service Messaging Campaign
SMS will be used by [BUSINESS NAME] for operational updates and direct client support. Message types include verification of requested services, due date reminders for premium payments, claims status updates, and alerts about policy endorsements or coverage changes. All recipients will have provided consent through form submissions or phone interactions. We will adhere strictly to TCPA regulations and the Telephone and Facsimile Solicitation Act where applicable, ensuring all messages are compliant, informational, and easy to opt out from.