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SMS reminder with a scheduling link for renewal review

10

Rank 10 of 10 in Insurance

A play by Marky team

Two weeks before an auto policy renews, send a text with a direct scheduling link to book a fifteen-minute review call, and send one follow-up text a week later only to clients who have not yet booked.

Why it works: A direct scheduling link removes the back-and-forth of finding a time, which raises the number of clients who actually take the review call.

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