Proactive SMS
Trigger-based text messaging ensures clients are updated the precise second a claim status changes or a renewal policy binds, driving extreme loyalty.
Proactive SMS Architecture
Every operational pulse is measured. With Proactive SMS, Bob delivers a unified layer of intelligence that eliminates the need for manual oversight.
- Automated lifecycle trigger messaging
- Bidirectional conversational SMS with AI handling
- Compliance-first opt-in/opt-out management
- Deep-links to secure Client Portals
Built for Operational Dominance
Modern consumers expect absolute immediacy. Waiting for an email about an urgent claim or a certificate of insurance is no longer acceptable. However, having staff manually text clients is unscalable and creates severe compliance liabilities. Bob's Proactive SMS engine fixes this. Fully integrated with your CRM, Bob sends instantaneous, logic-driven text sequence updates. If an underwriter approves a quote, the client's phone buzzes instantly. If a claim transitions from "Review" to "Paid," Bob texts the confirmation. And unlike one-way notification blasts, clients can text back. Bob parses their replies, answers questions conversationally, and safely escalates to a human only when necessary.
Instant Claim Step-Updates
Eliminate inbound 'what is the status of my claim?' calls by keeping clients notified the second an adjuster updates the file.
Certificate of Insurance Delivery
Allow contractors to text your agency 'I need my latest COI' and instantly reply with a secure PDF link.
Automated Google Reviews
Trigger an SMS asking for a 5-star Google Review two hours after a claim is positively resolved.
Business Impact of Proactive SMS
Autonomous actions are only valuable if they produce results. Our focus is delivering actual ROI back to the broker.
- 35% reduction in 'what's the status' inbound calls
- Near 100% open rate for critical interactions
- Modernizes the agency-client relationship
- Provides auditable written consent tracks
The Feature Evolution
Proactive Outreach
Launch of the SMS engagement layer.
Frequently Asked Questions
Deep technical and operational answers about Proactive SMS.
Is text messaging compliant with TCPA regulations?
Can clients send photos through SMS?
Does this replace my existing agency phone numbers?
Navigate the Feature Ecosystem
Bob's intelligence spans beyond a single domain. Explore the interconnected layers of our autonomous brokerage strategy.
Experience the Bob Difference
Ready to deploy your first Proactive SMS agent? Join 500+ high-authority brokerages that have already automated their operational backbone.