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Your insurance agency needs a communications department

DotValue is the SMS platform that retains policyholders, drives cross-sells, and generates referrals — all on autopilot.

Text messages have a 98% open rate. Your customers read every single one.

98%

SMS Open Rate

vs 20% for email

45%

Response Rate

within 90 seconds

10x

ROI vs Email

revenue per dollar spent

Sound familiar?

✗Policyholders auto-renew without hearing from you — until a competitor offers a lower rate

✗Auto-only clients don't know you also offer home, life, and umbrella coverage

✗Renewal reminders are reactive — you reach out after the policy lapses, not before

✗Your retention rate drops every year because there's no proactive communication

Post-claim and annual review requests build trust that keeps clients from shopping around.

Policyholders text for quick questions about coverage, claims, and payments.

90/60/30-day renewal sequences touch base before auto-renewal — keeping you top-of-mind.

Track every quote from initial inquiry through binding and annual renewal.

Retention rate climbs above 90% with proactive renewal outreach

Cross-sell campaigns add home, life, and umbrella to auto-only clients

Quote follow-up at day 3 and 7 converts 15-20% more prospects

Google reviews build trust that wins new clients over online-only carriers

Policy review invitations position you as a trusted advisor, not just a vendor

Every client communication is tracked — compliance-ready records

14-day free trial. No credit card required. Set up in under 10 minutes.