Case Study: Rock Creek Insurance boosts client engagement and referrals with Text Request

We knew texting was the easiest way to give clients the immediate access they wanted to us

Rock Creek Insurance wanted to create a more client-centered experience by giving customers a faster, more convenient way to communicate—even outside normal business hours. Text Request provided its business texting platform, including mass texting and templates, to replace unreliable personal-phone texting and help the insurance team track conversations more effectively.

With Text Request, Rock Creek Insurance can save and time-stamp messages for compliance, mark conversations unread for follow-up, and quickly request information from multiple clients at once. The company also uses Text Request for text referrals, helping drive quote requests and increasing customer referrals significantly; customers now respond within minutes instead of waiting days for email.

Rock Creek Insurance

Christina Nuar

President