Bitly’s products can make it easy for insurance companies to share pertinent information with policyholders. Some of the ways to leverage them include:

• Bitly Pages: Create landing pages that contain your insurance company’s core policies, or share your firm’s social media profiles so clients can easily keep up with the latest news.
• Bitly Links: Add to SMS communications to direct customers to your portal for seamless policy, claims, and payment management, or share claim forms and other pertinent documents directly from SMS or email messages.
• Bitly Codes: Link QR Codes to your payment portal (via URL) to billing statements to make it easy for clients to complete payments, or add them to physical materials, such as business cards and brochures, to share valuable resources like risk management guides and policy details.

Bitly can direct clients to a wide range of insurance communications with a single click or scan. Some common ones include:

• Welcome videos and policy documents detailing your company’s offerings to streamline new client onboarding.
• Account access pages to promote smooth onboarding and reduce the number of calls to support teams.
• Coverage suggestions to reduce the need for in-person meetings with insurance agents.
• Claim submission instructions to promote a faster claims process.
• Consultation confirmations and reminders to reduce the number of missed appointments.
• FAQ or help desks to promote self-service and reduce call center volume.
• Updated terms and conditions to enhance policy transparency.

Bitly Codes improve the customer experience in insurance by giving clients instant access to key digital resources via URL. With a single scan, they can reach policy details, payment pages, or claims submission forms on their mobile devices. This eliminates the need for lengthy website searches or long wait times, helping speed up policy sign-ups, payments, and claims processes.

Bitly Codes also provide valuable insights via Bitly Analytics, such as the materials clients engage with the most. This helps you optimize future outreach and communications for better customer experiences. For example, if customers most often scan QR Codes linked to policy details, you can create more policy-focused content in both text and video formats to help clients quickly find what they need.

Absolutely. Bitly gives you complete control over your links and QR Codes. You can use your own domain in short links as well as customize their back halves to align with your brand.

Further, you can customize Bitly Codes with your insurance company’s colors and include your logo (or any other image clients associate with your company) in their design.

Customization improves brand recognition, which can build trust and encourage more clients to engage with your links and codes.

Yes. We take our customers’ trust and safety seriously at Bitly. Any data collected by Bitly is encrypted at rest and in our backups utilizing AES 256. We also employ various additional security measures:

• Bitly doesn’t store or transmit any private policyholder information or sensitive insurance data.
• All links are encrypted with HTTPS to prevent data interception and unauthorized access.
• Link-level controls allow you to protect customers by redirecting compromised URLs to safe destinations or removing them entirely.
• We monitor Bitly Links and QR Codes for phishing and other threats, helping you maintain customer trust and prevent security incidents.

Learn more about how Bitly prioritizes your safety at the Bitly Trust Center.

Yes. Bitly Analytics offers real-time performance data for every link, QR Code, and landing page, giving you a clear view of how policyholders are engaging with your content. Some of the key metrics our platform provides include:

• Total engagements to help determine which messages drive action.
• Engagements by location (city/country) to help you identify where high-activity policyholders are.
• Engagements by device to inform future communication optimization efforts.
• Clicks and scans by referrer to determine your most effective communication mediums.

Bitly offers a wide range of native integrations, including popular tools like HubSpot, Salesforce, Sprout Social, and AudienceTap. If you’re using other platforms, our Zapier integration makes it easy to connect Bitly with hundreds of additional apps, so you can automate actions like link creation without disrupting your workflow.

For non-native integrations, we offer the Bitly API. You can use it to integrate Bitly with internal dashboards, portal workflows, email solutions, and SMS tools, allowing for consistent, trackable link generation. Keep in mind that integrating Bitly with your existing systems via API will require support from a developer.

Yes. Bitly offers a free plan with core tools like link shortening, QR Code creation, basic customization, and limited analytics. It’s a great option for early-stage campaigns or for exploring Bitly’s features before upgrading to a paid plan.

Upgrading to paid Bitly plans unlocks expanded capabilities—including higher limits on links, codes, and landing pages; advanced customization options; deeper analytics for clicks, views, and scans; and additional features like UTM building and Campaigns.