A2P / Text Message Verification
To send text messages through INS Lead Flow phone number, please complete your A2P registration. This verifies your business with U.S. mobile carriers and helps prevent messages from being blocked. Support: Contact Patrick@INSLeadFlow.com
Steps:
Log in to your CRM sub-account.
Go to Settings → Phone System → Trust Center.
Under A2P Messaging (SMS), click Start Registration.
Select the country where your business is registered.
Choose the correct registration type:
If you have an EIN:Select “Yes, my business has a Tax ID” and register as a Standard Brand. This is generally the easiest and fastest route when your information matches IRS records, and it provides better messaging limits.
Have your IRS CP-575 EIN letter available. If the system allows it, upload the letter so your information can be filled in automatically. Your legal business name, EIN and address must match the IRS letter exactly—including “LLC,” “Inc.” or other wording. Do not use your DBA or public-facing business name unless it is the legal name connected to the EIN.
If you do not have an EIN:Only select Sole Proprietor if you operate under your personal name, have no formal business entity or Tax ID, and have only one employee. Enter your full legal first and last name—not an LLC or company name. You will also need a personal mobile number for identity verification and should use a public email address such as Gmail, Yahoo or Hotmail rather than a company-domain email.
Enter your business information, website, physical address and authorized representative’s contact information. Do not guess—incorrect or mismatched information can cause rejection.
Describe how customers give permission to receive texts. Your website should have a clear SMS consent checkbox, along with publicly accessible Privacy Policy and Terms & Conditions pages.
Provide at least two realistic sample messages that match how you will use texting. Include your business name, and include “Reply STOP to opt out” in at least one example.
Complete the identity/OTP verification and submit the registration.
Approval can take up to 14 days, although it normally takes much less time. Check back daily by going to Settings → Phone System → Trust Center. Once your A2P status shows a checkmark and says Verified, you can begin texting your clients.