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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 occasions, textual content messages are delivered at key moments through the life insurance coverage software journey. Our Product and Advertising group compiled some ceaselessly requested questions from purchasers in regards to the texting program. The solutions may help educate you on the advantages and technical particulars of this system. Let’s ask the knowledgeable, Katie Palka, Advertising Supervisor, a couple of essential 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 through the paramedical examination course of. We are going to textual content essential particulars like order affirmation, appointment reminder, and self-scheduling requests. Via our interactive textual content message program, customers can absolutely work together with our examination scheduling instrument, ScheduleNow™, and simply entry info on learn how to put together for the examination.

How you’re capturing consent to textual content clients?

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

What if a cellphone quantity is just not offered on the cellular discipline on the order?

If no cellphone quantity is shared within the Cell discipline, we are going to 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 embody holidays. Nonetheless, as most texts are triggered by different actions (receiving an order, scheduling an appointment, and so on.), 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 distributed the following morning at 10 a.m. CST.

What sorts 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
• Comply with-up textual content with hyperlink to entry ScheduleNow™ if an appointment hasn’t been scheduled
• Lab Check Consequence 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 exchange the normal calling protocols on the workplace degree at this level?

No. The texting program, just 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 possibility?

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 now not obtain textual content messages to their cellphone quantity from ExamOne.

Discover out extra about our texting program right here.




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