The Insurance Agent’s Secret to Strong Client Relationships
Turn leads into loyal clients by combining personal connection with scalable video outreach.
3 Powerful Ways Insurance Agents Use Personalized Video
Welcoming a New Policyholder
Personally thank clients and reassure them you’ll be there for every step ahead.
Following up on a Quote
Simplify the details and encourage confidence in moving forward with their coverage.
Policy Review
Show you care by offering a complimentary policy review before their renewal date.
Why Smart Insurance Agents Are Turning To Video
Turn your existing contacts into your best source of new clients.
Fill Your Calendar
Turn slow months into fully booked ones by reactivating your dormant email list.
Build Deeper Trust
Create a personal connection that makes potential clients feel seen and understood.
Increase Enrollments
Boost sign-ups for your programs and one-on-one coaching with personal invitations.
4 Other Great Ways To Use Personalized Videos
Post-Session Follow-Up
“Hi Mark, just wanted to say you had a huge breakthrough in our session today. Remember to focus on the action steps we discussed…”
New Client Onboarding
“Hi Sarah, I am so excited to welcome you to the program! I wanted to personally say hello and walk you through the first steps…”
Client Milestone Greeting
“Hi David, I just realized it’s been six months since we started working together. I’m so proud of the incredible progress you’ve made…”
How It Works: Personalization Made Super Simple
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1. Create Or Upload A Video
Record or upload one authentic base video. 98% stays the same, so it’s always the real you on screen.
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2. Choose Personalization Points
Pick which words or phrases you’d like to swap out — such as contact name, company, or key details.
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3. Upload Your Contact List
Easily import a CSV of customers or prospects straight from your CRM or spreadsheet.
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4. Click Generate
Easily import a CSV of customers or prospects straight from your CRM or spreadsheet.
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5. Send With Built-In Email
Email your personalized videos directly from our platform and watch engagement skyrocket.
Ready To Revolutionize Your Outreach
Stop sending boring emails. Start building real connections with the talent you want to hire and the clients you want to win.
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