Text Message Marketing for Professional Services

Texting for professional services provides law firms, insurance agents, accountants, and financial planners a better way to attract and retain new clients.

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91% of people who use SMS prefer text over voicemail1

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97% of businesses that text have improved their customer communication2

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89% of consumers want to use text to communicate with businesses3

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68% want to use SMS to deal with billing questions or concerns4

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SMS Marketing for Law Firms  & Insurance Agencies

Text messaging for life insurance agents, tax prep firms, and lawyers can help your firm improve its client services, streamline payment reminders, and acquire new leads.

  • Private, Secure Business Text Messaging Service
  • Automated SMS Marketing Campaigns for Lead Generation
  • Appointment Confirmation and Reminder Texts
  • Worry-Free SMS Marketing Compliance Features
  • Robust Custom App Integrations to Streamline Marketing

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How Texting for Professional Services Is Modernizing Communications & Operations


See How Your Organization Can Use Texting for Professional Services to Grow Your Network & Increase Engagement

   Retain More Clients
Show your appreciation for loyal customers by offering them special discounts and rewards via text.

   Win Back Past Clients
Keep in touch with past clients and send a friendly reminder when it’s time for services.

   Rebook Canceled Appointments
Don’t lose revenue due to a late cancellation. Text your loyal members offering a discount for a last minute booking.

   Engage 1:1 with Clients
Share best practices and respond to questions from clients from the convenience of your texting platform.

   Send Relevant & Timely Tips
Use text messaging for professional services to keep clients informed on tips they can put into action.

   Boost Newsletter or Blog Engagement
If you have a blog or newsletter you can boost readership by as much as 30% by sending a link via text to relevant clients.

   Send Appointment Reminders
Forget tedious calls that go straight to voicemail. Use text to automatically remind clients of upcoming appointments.

   Alert Clients to Important Dates
Send time-sensitive alerts and notifications about upcoming dates and deadlines for critical forms and paperwork.

   Deploy Payment Reminders & Receipts
Keep cash flowing with automated payment reminders and receipts.

TCPA Compliance: Above & Beyond

We make TCPA compliance easy with features including double opt-in security, automated opt-out functionality, and SafeSTOP, to add required opt-out messaging with one simple click.
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Which EZ Texting Plan Is Right for You?

No matter which plan you choose, EZ Texting’s reliability and expertise will be backing your professional services text strategy. No hidden fees. Trial for free. Cancel anytime. 


Our Customers Love Us. The Feeling’s Mutual.

Professional Services are improving their businesses every day with EZ Texting.


EZ Texting


465 reviews


Great experience with EZ Texting

This technology allows us to challenge the status quo of typical insurance benefit communication platforms and allows our clients to be more custom in their approaches. My clients love it.


Outstanding texting service

I can't really think of a feature within the software that I dislike. I am mass texting prospects for a financial advisory firm in order to try to increase attendance at seminars. I love the ability to mass text with photographs.


I've had nothing but a wonderful experience with EZ Texting!

I like how they are always checking in and when a problem  comes up they work on it until it is fixed.

Jann Parker

“Using EZ Texting lets me connect with the right person at the right time. The tracking tool is awesome, making it clear that people review texts way faster than email.”

Patrick Lewis
Sales – Axia Home Loans

Powerful SMS Marketing Features

Dedicated Short Codes

Boost engagement and brand awareness with a memorable 5-6 digit textable number

Contact Management

Easily upload existing contacts then personalize, group, and segment for fast targeting

MMS Picture Messaging

Drive engagement with your own dynamic image or one of millions of free Shutterstock images

Group Texting

Message all your contacts at once, or segment into groups for quick

Two-Way Texting

Conversational texting allows for easy one-to-one connections to your customers

List Growth Tools

EZ Texting offers multiple ways to grow your opt-in list, including Keywords, QR codes, and digital sign-up
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Streamline Your Workflows with Custom App Integrations

EZ Texting works closely with popular applications like Constant Contact, HubSpot, Shutterstock, and Squarespace to help you integrate texting into your campaigns with ease.

  • With our easy-to-use integrations, you can quickly sync systems to one another — without the need for a developer.
  • Automate contact management across platforms — including CRM tools, email marketing systems, and thousands of apps.
  • Integrate text messaging with your existing professional services marketing workflows to be more organized, efficient, and productive.

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Learn 12 Secrets of Text Marketing

With this free ebook, you'll learn tips and tricks for growing your SMS marketing campaigns.


Frequently Asked Questions

When it comes to lawyers texting their clients, there are no specific statutes or legal limitations around that. However, if a client wants to text a lawyer, they can choose to do so if the law firm offers text messaging. Marketing SMS for law firms is becoming more common, but, like email marketing, it is a permission-based activity. That means that the recipient must formally agree to receive or subscribe to text messages. With a professional services text messaging platform like EZ Texting, there are multiple ways to allow clients to subscribe, including a text Keyword campaign (like “Text LAW to 858585 for a free consultation”), a Sign-Up Form on the law firm’s website, a shareable sign-up link, or a scannable QR code. However, it should be noted that an SMS platform, while secure and password-protected, does not offer encrypted messaging.

Depending on the type of law that the firm is practicing, developing relevant marketing messaging is essential. Consider what is likely to draw in new clients — if it’s free information or a free consultation, SMS can be an effective, affordable way to acquire new clients. Wherever the law firm is already marketing its service, include a call to action with an SMS Keyword, like “Text MEDICAL to 858585 to get a free malpractice case assessment.” Each new prospective client that comes through that acquisition channel can then be nurtured through a series of automated SMS marketing campaigns.

There are two important considerations for insurance agencies’ SMS marketing: One, recipients must agree to receive texts from your agents via an opt-in or a written agreement, like on an online registration form. Two, text messages should not include specific private or sensitive information regarding a claim because, while the software application is password protected, the SMS messages themselves are not encrypted. Even so, insurance agents often text clients casually and using SMS for marketing insurance plans is an efficient, cost-effective strategy for generating new leads and reconnecting with former clients. With insurance SMS marketing, it is advisable to use a business platform like EZ Texting instead of agents’ personal mobile numbers because the automated software’s features help agents stay professional and their texting stay legally compliant.

An insurance agent’s business relies on human interaction, so personal communication is a key to success. But with text messaging for insurance agents, whether selling life insurance or travel insurance, you can maintain that friendly feel while connecting with more people more quickly. If you are used to following up with an email or phone call, try texting instead. Research shows that 74% of people have an improved impression of a business that contacts them via text message. After an initial expression of interest, an agent can send a business text along with a short video introducing themselves or a link to client testimonials. SMS can be a low-pressure yet effective way to introduce yourself as an insurance agent that is accessible and savvy.

1 https://smallbusinessforum.co/63-texting-statistics-that-answer-all-your-questions-796969f61ffb
2 https://www.mobilemarketingmagazine.com/21-reasons-to-try-text-messaging-for-your-business-in-2021
3 https://blog.hubspot.com/service/business-texting
4 https://www.forbes.com/sites/stephanieburns/2019/09/06/9-clever-ways-to-use-text-messaging-in-your-business/?sh=6e375796295