PathwayPort’s SMS text messaging feature helps insurance brokers and agents boost client outreach with automated and direct communication. Integrated into marketing workflows, it enables fallback messaging for failed emails, 1-to-1 chats, personalized messages, and real-time updates. Benefits include improved customer service, lead nurturing, higher client retention, and increased sales. Users get 500 free messages monthly, with tracking, analytics, and full BMS integration. With proven success rates—up to 18% new client growth and 3–6% retention gains—this tool enhances communication and drives brokerage growth.

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