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HomeLife InsuranceAsk the Knowledgeable: Applicant texting program solutions

Ask the Knowledgeable: Applicant texting program solutions


To higher attain customers and enhance turnaround instances, textual content messages are delivered at key moments in the course of the life insurance coverage software journey. Our Product and Advertising and marketing crew compiled some steadily requested questions from purchasers concerning the texting program. The solutions will help educate you on the advantages and technical particulars of this system. Let’s ask the knowledgeable, Katie Palka, Advertising and marketing Supervisor, a number of necessary questions.

How does the texting program work?

Starting Might 5, 2022, life insurance coverage candidates will obtain non-marketing automated textual content messages from ExamOne in the course of the paramedical examination course of. We’ll textual content necessary particulars like order affirmation, appointment reminder, and self-scheduling requests. By our interactive textual content message program, customers can absolutely work together with our examination scheduling software, ScheduleNow™, and simply entry info on how you can put together for the examination.

How you might be capturing consent to textual content prospects?

ExamOne’s transactional textual content messages relay important info that an applicant wants to finish their examination. As a result of most of these messages are non-promotional, we’ll use the telephone quantity offered on the order as specific consent for using transactional SMS. People can opt-out of textual content messaging at any time by replying STOP.

What if a telephone quantity isn’t offered on the cellular subject on the order?

If no telephone quantity is shared within the Cellular subject, we’ll try and textual content the numbers within the House and Enterprise fields.

Are there any day/time blackouts – time zone, enterprise hours and holidays?

Texts are despatched from 10 a.m. to six p.m. CST. Our exclusion home windows don’t embrace holidays. Nonetheless, as most texts are triggered by different actions (receiving an order, scheduling an appointment, and many others.), the triggers wouldn’t occur on a vacation to trigger a textual content to be despatched. If an order is acquired after 6 p.m. CST, a textual content is shipped the following morning at 10 a.m. CST.

What kinds of texts are despatched?

Through the paramedical examination course of, people will obtain the next transactional textual content messages:
• Examination Appointment Affirmation
• Appointment Reminder
• Textual content to entry ExamOne’s scheduling system, ScheduleNow™ to self-schedule and handle their examination appointment
• Observe-up textual content with hyperlink to entry ScheduleNow™ if an appointment hasn’t been scheduled
• Lab Check End result Notification (if relevant)

How lengthy is the textual content hyperlink legitimate for?

The hyperlink within the textual content message is to our scheduling system and doesn’t expire

Does the textual content change the standard calling protocols on the workplace stage at this level?

No. The texting program, much like our emailing program, is supplementing our calling protocols. Nonetheless, as we see efficiencies from the texting program we could revisit the protocols.

Do you present an opt-out choice?

Sure. Our textual content message marketing campaign permits recipients to opt-out of receiving texts. When the recipient texts STOP, they are going to be unsubscribed and can not obtain textual content messages to their telephone quantity from ExamOne.

Discover out extra about our texting program right here.

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