A2P Registration for your Trustworthy CRM

A2P Phone Number Verification

A2P compliance refers to adhering to the rules and regulations governing Application-to-Person (A2P) messaging—where automated systems (like apps, CRMs, or business platforms) send SMS or MMS messages to individuals. If your business is using text messaging (SMS or MMS) to communicate with customers—whether for marketing, notifications, or support—you must follow A2P compliance rules.

Step 1: EIN (Employer Identification Number)

You may be able to use your existing EIN, if you have one

The EIN (Employer Identification Number) process is instant — apply through the official IRS site, 7am-10pm eastern time:
https://www.irs.gov/businesses/small-businesses-self-employed/get-an-employer-identification-number

Important!! Once your EIN is generated, you must save or print the confirmation form (CP575). It’s extremely difficult to retrieve it later if you close the window.
NOTE: The CP575 will download as a PDF file - you DO NOT NEED Adobe Acrobat, contrary to IRS site messaging.

95% of people get through without a problem. In the rare case that hit a limit or issue, you’ll need to call the IRS directly.

Step 2: A2P Messaging Compliance

For A2P (10DLC) registration, there is a 30-day waiting period after your EIN is created. This gives time for the EIN to propagate across verification databases. In the interim, the L2C team will get the rest of your setup in motion. A2P approval may take an additional 7–10 days post-submission.

What you’ll need:
1. A custom web domain that reflects your agency name
Examples (if business name is Bell's Insurance): bell-insurance.com or bellinsuranceservices.com. Avoid domains that don’t match the business name.
2. A matching professional email address

We recommend purchasing your domain through GoDaddy, with their cheapest email plan (around $1.99/month). L2C will assist in pointing the domain from GoDaddy to the site.

L2C will build out your compliant website, including:
Branded design, Required pages (Terms, Privacy, Contact, etc.), Embedded compliant forms.
Note: don’t "tinker" with the site until A2P is approved. Once approved, you may make changes if you want.

Lead-2-Client (L2C) is our tech partner for the Trustworthy CRM.

There are costs associated with A2P submission, see the FAQ for details

The A2P registration process creates your business presence online, including basic website and email domains. There are costs associated if you do not already have a domain.

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