Life Insurance and Annuity Carriers
Enhance Communication. Empower Your Agents. Ensure Compliance.
MyRepChat's compliant texting solution empowers Life Insurance & Annuity carriers to equip their agents with secure messaging tools that streamline client communication, maintain regulatory compliance, and boost productivity—driving growth across the organization.
Secure, Compliant Texting for Life & Annuity Professionals
MyRepChat delivers compliant agent-client texting that automatically archives communications per NAIC, FINRA, SEC, and state insurance guidelines. Time-saving templates and automated messaging help agents deliver personalized service while maintaining regulatory compliance.
Compliant Agent-Client Texting
Secure Messaging, Consistent Experience
Enable compliant text messaging across your entire agent force with carrier-controlled oversight. MyRepChat’s texting platform supports agents while maintaining approved messaging standards and templates. Designed specifically for insurance professionals, our solution provides the security and supervision features carriers require for agent-client text communications.
Insurance-Specific Compliance
Regulatory Adherence, Complete Documentation
Meet insurance regulations through automated archiving of all communications in accordance with NAIC Model Regulations, FINRA, SEC, and state insurance guidelines. MyRepChat ensures proper supervision and retention of all text communications while providing the documentation needed for regulatory examinations.
Enhanced Agent Productivity
Streamlined Communication, Better Service
Equip agents with time-saving tools that improve efficiency. Pre-approved templates, auto responses, and scheduled messaging streamline routine communication while ensuring timely client engagement. With texting’s 95% read rate, agents can connect more effectively with clients while staying within compliance guidelines.
Seamless Integration with CRMs and Archivers
Connected Systems, Unified Workflow
Integrate MyRepChat with industry-standard CRMs including Redtail, Salesforce, and more. Our secure connections ensure client data and conversation history flow appropriately between platforms. Compatible with leading archiving solutions, MyRepChat maintains operational efficiency in your existing technology infrastructure.
Unified Client Engagement
Complete Communication Strategy with FMG
Enhance your agent effectiveness by combining MyRepChat’s texting capabilities with FMG’s comprehensive marketing platform. Our complementary tool provides carriers with cohesive management of websites, email marketing, social media, and texting, creating consistent client journeys while maintaining regulatory oversight.