Get Approved to Text (A2P)

(If on Desktop: Call/Text 407-383-0805)

​Click by Click Instructions

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1. Click this link to log into your CRM:

Link: https://app.fidelityinsurance-producerportal.com/

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2. Go to Settings in the bottom left

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3. Find the tab called "Phone Numbers"

If you still have to verify your email then proceed to verify.

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4. Then find a tab on the top called "Trust Center"

This is where you will submit your A2P verification to be approved to text through your CRM.

- To submit is $20 (unlimited re-subs if you get declined first time around)

- Then once your approved its anywhere from 0.01 - 0.05 cents per text depending on text length.

- You need both the BRAND and the CAMPAIN to be approved before the system will allow you to send or receive texts.

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5. Scroll down on the A2P Wizard tab and click "START REGISTERING NOW"

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- For BRAND, Type these answers exactly:

- Is the business entity you're registering located in the US and/or Canada? YES

- Does the business you're registering have a tax ID? YES

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- Next Page

- Legal Business Name: Fidelity Insurance Direct LLC
- Business Type: Limited Liability Company or Sole-Proprietorship

- Business Registration ID Type: USA: Employer Identification Number (EIN)

- Business Registration Number: 93-4312270

- Business Industry: Insurance​

- Business Email: Your Email
- Website URL: www.fidelityinsurancedirect.com

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- Next Page

- Business Address: 15711 Panther Lake Dr, Winter Garden, FL 34787

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- Next Page

- Authorized Representatives: Your personal information

- Job Position: Other

- Job Title: Company Representative

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- Next Page

- Brand Type: Low Volume Standard

- Brand and Campaign registration one Time $20.95 will be charged. Campaign Fee will also be charged in case of campaign failures and resubmissions. Additional campaign fee up to $12 per month will apply in accordance with TCR rules for both failed and approved campaigns. (Current campaign fee = $2)

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- Submit for BRAND approval 👍
 

6. You then have to wait until your brand is approved to continue to NEXT section which is "CAMPAIN"

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7. Once approved: Copy and Paste the Following.

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- For CAMPAIN, Type these answers exactly:

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Use Case Description
Please explain in detail
--------------------------
This campaign sends appointment information - confirmation & reminder messages to customers once they have booked an appointment with Fidelity Insurance Direct on the website and opted-in to receive promotional and notification SMS from Fidelity Insurance Direct.

Sample Message #1
Must include lead name, your name, business name & opt-out language
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Hi John! This is Stephen from Fidelity Insurance Direct. Our appointment for July 20 11:00 AM is
confirmed. Please reach out to +1(321) 376-4198 in case you need to reschedule. Reply STOP to
unsubscribe.

Sample Message #2
Must include lead name, your name, business name & opt-out language
------------------------
Hello, this is Stephen from Fidelity Insurance Direct. We are confirming your appointment tomorrow at 9
am. Reply STOP to unsubscribe.
 

Bottom of page check boxes: Check both boxes at bottom for embedded links and messages including phone numbers.

End users opt-in by visiting:

https://www.fidelityinsurancedirect.com/contactme and filling in their details.
Users check a box to receive notifications & promotional messages from us to provide their consent.

Additionally end users can also text START to +1(321) 376-4198.

You can find our terms and conditions at this link: https://www.fidelityinsurancedirect.com/terms-and-conditions

Opt-in Keywords:
“START, SUBSCRIBE”
Opt-in Message
You have successfully opted-in to receive notification and promotional SMS from Fidelity Insurance Direct. Please reply STOP if you need to Opt-out in the future.

- Submit for campaign approval and wait to see if your approved.👍

If your not approved, double check your work and submit again.

8. Once your approved buy a phone number ($1 - $2)📱📞

- Go to settings, click the phone numbers tab, and default you will be on the "Manage Numbers" section.

- From here click the blue box "Add phone number"

- 3 options come up, click the 1st "add phone number"

- Click "filter" and type your desired area code you would like to text from. You do this by "searching by digit or phrases" and typing.

Ex) 407, 321, 698. All subject to availability.

- Make sure to also click: Match to "first part of number"

- Then select desired number from results.

- Proceed to buy.

9. Congrats! You are now A2P compliant! 🎉​​