The A2P Process
The registration follows a simple order inside the CRM. The final step is choosing how contacts opt in: through the CRM chat widget or through a manual website form.
Business Details
Enter your legal business name, entity type, EIN, website, email, and business region.
Business Address
Add the address that matches your registration, IRS records, or tax documents.
Contact Info
Provide the authorized representative who can answer brand or compliance questions.
Brand Details
Most agents will use Low Volume Standard, which is typically the best fit for normal business texting.
Campaign Details
Choose your message type, explain your use case, and provide sample messages.
Choose Your Path
Use the CRM chat widget path or manually document your website opt-in form.
Choose how contacts give consent
This is the fork in the process. Both options can work, but they need to match what visitors actually see on your website.
Quick Setup: Use the CRM Chat Widget
This is usually the cleanest setup because the opt-in experience is controlled, consistent, and easy to document directly from the CRM.
If the chat widget is your SMS opt-in method, avoid placing other phone-number forms on the same page that collect separate SMS consent. Keeping the widget as the clear consent path makes the registration easier to document.
Manual Setup: Use Your Own Website Form
This path can work well if your website form is the main way people contact you. You will need to provide the form URL, explain how users opt in, and confirm your website has the right disclosures.
Manual setup gives more control, but it also creates more chances for mistakes, missing disclosures, or approval delays if the form and website do not match your A2P answers.
Before You Start
Having these items ready makes A2P registration much smoother and helps avoid delays.
Legal Business Name
Use the exact name from your LLC, corporation, or sole proprietor business registration.
EIN From the IRS
You will need the EIN connected to the business you are registering. This applies for LLCs and sole proprietors.
Business Address
The address should match your business registration or tax records as closely as possible.
Domain and Website
Your domain should align with your business name, brand name, or DBA. If you do not have one, we can help you buy and connect it. It is affordable and built into the CRM.
Consent Method
You need a clear way for people to opt in to calls, texts, and emails. You can use the CRM chat widget or a custom website form.
Step-by-Step Breakdown
Open each section to see what the CRM asks for and how to think about your answers.
This section identifies the business that is applying for A2P approval. The legal business name, business type, EIN, business email, website URL, and business region should all match your real business records.
Small differences can matter. If your LLC is registered as “Harbor Ridge Insurance LLC,” do not enter “Harbor Ridge” or “Harbor Ridge Insurance.” Enter “Harbor Ridge Insurance LLC” because that is your exact legal or DBA name. If your name is Mark Twain and you are a sole proprietor, then you would put “Mark Twain” for your legal business name.
Your address should be connected to the business being registered. Use the same address that appears in your business registration, IRS records, tax documents, or official business profile.
If you are unsure which address to use, refer to your EIN confirmation letter. Choose the address most closely tied to your business registration rather than a random mailing address.
This is the person responsible for the registration. For most agencies, this will be the owner or principal agent using the account. It may also be a managing partner or another authorized business contact.
For most insurance agents, the recommended selection is usually Low Volume Standard. It supports normal business messaging and is intended for lower daily message volume.
High Volume Standard is usually only needed for businesses sending a very large number of messages. You will almost always choose “Low Volume Standard.”
This section explains what kinds of messages you send. Insurance agents often use mixed messaging because they may send customer service messages and occasional promotional messages. We recommend you choose “Mixed Messaging.”
The CRM may ask for a use case description, sample messages, opt-in explanation, and opt-in message. The wording should be specific, honest, and consistent with how your website actually works.
Use Case Description Example
“LifeInsure LLC sends customer support and occasional promotional messages to users who interact with the website chat widget. Customer care messages may include responses to quote requests, appointment coordination, policy service updates, or follow-up communications. Promotional messages may include special offers, educational updates, and event reminders. Each message type requires separate consent through independent checkboxes in the chat widget.”
Sample Message Example
“Hi Jordan, this is LifeInsure. We received your recent request and a team member will follow up shortly. Reply STOP to unsubscribe. Message and data rates may apply.”
Opt-In Message Example
“You are subscribed to receive account updates, service notifications, and occasional promotions from LifeInsure via SMS. Message frequency varies. Message and data rates may apply. Reply STOP to opt out. Reply HELP for help.”
Your website should be live, accessible, aligned with your business, and clear about how people opt in. This is especially important if your website is the primary place where clients contact you.
- Website is live and does not show 404 errors.
- Business name and contact details are visible.
- Privacy Policy and Terms are available.
- Opt-in method clearly explains SMS consent.
- STOP and HELP language is included where required.
- No confusing or conflicting forms collect SMS consent on the same page as the chat widget.
