A Reusable Libraryof Your Best Messages
Templates in APEX are a shared library of saved text messages, with merge fields built in, that every agent on your team can reuse. Tag them, share them, version them — then send the right one straight from the inbox.
Built for the way insurance teams sell.
Built Once, Used Forever
Save your highest-performing messages with merge fields baked in. Sales, service, onboarding — every play, in one library.
Shared Across the Team
Approved templates roll out to every agent. New hires inherit the playbook on day one — no copy-paste, no drift.
Performance-Ranked
See reply rate and conversion on every template. The library re-sorts itself so your best stuff is always on top.
| Feature | APEX | Saved Replies | Snippets | Manual |
|---|---|---|---|---|
| Categorized library | ✓ | Flat list | Flat list | ✗ |
| Merge fields in templates | ✓ | Limited | Manual | ✗ |
| Performance scoring | ✓ | ✗ | ✗ | ✗ |
| Approval workflows | ✓ | ✗ | ✗ | ✗ |
| Team-wide rollout | ✓ | Per user | Per user | ✗ |
| Send time | 2 taps | 5+ taps | Copy/paste | Type fresh |
Everything you need, nothing you don't.
Quick reply chips
Pin your top 10 templates as one-tap chips inside the inbox — reply in seconds.
Instant search
Type two letters, find the template. Filter by category, performance, or last used.
Favorites + tags
Pin the templates you live in. Tag by use case, audience, or campaign.
Reply analytics
See which templates actually get answered — and retire the ones that don't.
Your best messages, always one tap away.
See the library, the quick-reply chips, and the performance scoring live on real conversations.