Keeping a record of customer texts for insurance agencies
E&O claims often come down to what a client says they were told. A kept text thread is the difference between a defense and a settlement.
What's on the line
Say a typical deal runs around $1,800 and even about 5% go sideways — that's real money resting on a text thread you might not be able to reproduce. The risk: a client insisting they were told they had coverage they didn't.
Capture these in every conversation
- Coverage and exclusions explained
- Quotes and effective dates
- Policy changes a client requested
Works alongside Applied Epic, HubSpot, Salesforce.
Give your reps one number — keep every word
KeepTrace captures every customer text from a shared team number — timestamped, searchable, and yours to export in seconds.
See how it works →The figures above are illustrative — for framing your own numbers, not cited industry statistics. General information, not legal advice.
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Updated August 2026