Texting and Calling for Insurance Adjusters

Claim Route 360 gives you a business phone number for calling and texting insureds, sends automated intro texts and appointment reminders, and saves every call and text to the claim. Your personal cell stays out of it.

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What you can do

  • Call and text insureds from a business number provided with your account
  • Send an automated intro text when a new claim comes in
  • Send automated appointment reminders
  • Use SMS and note templates for the messages you send every day
  • Send mass messages when you need to reach a batch of insureds
  • Keep every call, text, and voicemail saved to the claim

Why a business number matters

Carrier guidelines put a clock on first contact, and insureds call back at all hours. A business number keeps claim calls separate from your personal phone, and every conversation is logged to the claim file in case the file is questioned later.

Works with routing and scheduling

Texting is built into the same app you use to import claims, build routes, and schedule inspections. When you put a claim on the calendar, the reminder goes to the insured from your business number.

What it costs

Phone, SMS, automated messages, and templates are on the Elite plan at $69.99 a month, which includes a 14-day free trial. A phone line for a sub user is $20 a month.

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Texting FAQ

Do I get a business phone number?

Yes. The Elite plan includes a business phone number for calling and texting insureds from the app.

Are calls and texts saved to the claim?

Yes. Calls, texts, and voicemails are saved to the claim so the whole conversation stays with the file.

Can I send automatic reminders?

Yes. Elite includes automated messages, including new-claim intro texts and appointment reminders, plus SMS and note templates.

Which plan includes texting?

Elite, at $69.99 a month with a 14-day free trial.

Stop texting insureds from your personal phone.

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