Insurgo SMS Integration
Yes - Mobile Message does integrate with Insurgo!
Insurgo can start Mobile Message actions through Zapier from events such as Client Created, Contract Created, Contract Updated and Contract Created by Client. Send an SMS when a contract arrives, create a contact for a new individual client, or add a client to a Mobile Message list for an appropriate communication group. You can choose the message and map the information provided by Insurgo.
This connection helps digitised brokerage teams place a direct customer communication step beside their Insurgo work. It does not update Insurgo clients or contracts from Mobile Message, and it does not provide a two-way record sync. Each workflow has one Insurgo trigger and one Mobile Message action. Keep sensitive policy or client details out of plain-text SMS and use the Zap for concise confirmations and follow-up prompts.
A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.
What you can automate
Connect Insurgo and Mobile Message through Zapier and these run on their own, with no code and no developer.
Bulk SMS at 1.6¢ per SMS
Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.
100% Direct Delivery - Guaranteed
We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.
FREE Dedicated Number
Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.
Everything Insurgo supports on Zapier
Any of these can start or complete an SMS automation with Mobile Message.
Triggers 5
- Client Created — Triggers when a new client was created in Insurgo
- Client Updated — Triggers when an existing client was changed in Insurgo
- Contract Created — Triggers when a new contract was created in Insurgo
- Contract Created by Client — Triggers when a new contract was created in Insurgo by a Client
- Contract Updated — Triggers when an existing contract was changed in Insurgo
Actions 8
- Create Client Tag — Creates a new client tag
- Create Company Client — Creates a new company client.
- Create Contract — Create a new contract
- Create Contract Tag — Creates a new contract tag
- Create Individual Client — Creates a new individual client
- Update Company Client — Updates an existing company client
- Update Contract — Updates an existing contract
- Update Individual Client — Updates an existing individual client
Everything Your Integration Needs
Easy-to-Use Integration
Our SMS platform is simple to integrate with your existing application.
Custom Sender IDs
Personalise your messages with a branded sender name, improving trust and engagement with your audience.
Real-Time Delivery Receipts
Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.
Inbound SMS Handling
Receive replies and incoming messages directly into your app for seamless two-way communication.
Insurgo + SMS: common questions
Can Insurgo text a client when they create a contract?
Yes. Use Contract Created by Client as the Insurgo trigger and Mobile Message's Send SMS action. The Zap can acknowledge the contract and explain the next step using the event information available in Insurgo.
Can new Insurgo clients become Mobile Message contacts?
Yes. Client Created can run Mobile Message's Create Contact action. Map the individual client's available name and mobile details, then use the contact for suitable future SMS communication.
How do I set up Insurgo notifications through Zapier?
You need Insurgo, Mobile Message and Zapier accounts. Choose the relevant Insurgo event, add a Mobile Message action without code, map permitted client or contract fields, test the SMS, and activate the Zap.
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Learn MoreReady to Try Mobile Message?
Our sign-up process takes just 2 minutes and gives you instant access to our bulk SMS platform. You can start sending messages today!