Insurance is personal. Policies protect people’s lives, property, livelihoods — yet the industry often falls into the trap of cold, transactional client interactions. Enter personalized video communication — a refreshing approach that’s helping insurance providers cut through the noise, build trust instantly, and keep clients informed in ways traditional media never could.
In this article, you’ll learn why personalized video is such a natural fit for insurance, real-world examples of how it’s being used today, and how tools like Sendspark make it easy to start sending custom videos at scale.
Table of Contents
Why Personalized Video Works in Insurance
Insurance is built on trust. Unfortunately, traditional digital communication — cold emails, dense PDFs, long phone queues — often erodes trust rather than building it.
Video offers a better way to connect with clients and prospects. Here’s why personalized video outperforms other channels in the insurance industry:
- It builds human connection – Seeing a real face fosters familiarity and trust — much more than a text-heavy email.
- It simplifies complex topics – Explaining deductibles or policy updates visually helps customers understand quickly and clearly.
- It feels personal – Addressing someone by name in a video is far more impactful than using mail merge in a template email.
According to a recent Vidyard benchmark report, videos under 60 seconds retain 59% of viewers to the end. Attention like that is gold in a crowded inbox.
How Insurers Are Using Video Today
1. Onboarding New Clients
Client onboarding can be confusing. Especially when it’s packed with documents, unfamiliar terminology, and important decisions. Personalized onboarding videos — like a 1-minute overview explaining next steps — do wonders to reassure and orient new policyholders.
According to Sendspark’s guide to customer onboarding videos, welcome or explainer videos can reduce support tickets and improve activation rates by 30%+.
2. Policy Explanations & Renewals
Policy renewals are a ripe opportunity to lose or retain clients. Sending a custom video explaining new coverage, premium changes, or available upgrades offers transparency and warmth that boosts retention.
Take for example, an insurance company that used Sendspark to send renewal reminders via video instead of cold texts or letters. Their open rates jumped, and clients were far more responsive.
3. Claims Support & Updates
Filing a claim is a stressful experience. That’s why leading insurers use video to walk customers through the process, answer questions, and provide updates — all with a friendly face instead of a generic message.
Tools like Sendspark allow agents to record quick screen shares or camera videos that explain claims decisions, payment timing, or next steps — drastically improving satisfaction.
4. Client Check-ins & Cross-Selling
Annual policy reviews used to mean mailed brochures or impersonal phone calls. Now, agents can send a personalized video pointing out potential gaps in coverage or new bundles, increasing upsell rates and showing clients you’re thinking of them individually.
Video also plays well alongside AI-assisted video prospecting tools that help record relevant suggestions at scale.
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Proving the Value: How Video Impacts Engagement
It’s not just a hunch — personalized video delivers better results across client communications. Several studies support what insurance agents are seeing anecdotally.
- Video emails get 16% higher open rates compared to text-only messages (Source: Campaign Monitor)
- Including “video” in the subject line can increase click-through rate by 65% (Source: Syndacast)
- According to Sendspark clients, conversion rates went up by over 70% when using video messages in renewal campaigns
In other regulated industries like finance and healthcare, teams are finding similar success with one-to-one outreach at scale. Video humanizes communication, reduces back-and-forth, and helps customers feel seen — which pays off in both retention and referrals.
Choosing the Right Video Platform: Why Sendspark Stands Out
There are plenty of video tools out there. But few are designed for the mix of personalization, scale, and compliance that insurers need.
Sendspark offers an easy-to-use solution tailored for personal, professional video messaging. Here’s why it’s particularly helpful for the insurance industry:
- Simplified video personalization – Use merge tags to customize each video with the recipient’s name, policy number, agent info, and more
- AI-generated video scripts & teleprompter – Never fumble for words. Create clear, persuasive scripts with built-in coaching and guidance
- CRM integrations – Sendspark integrates with Salesforce, HubSpot, LinkedIn, Gmail and more (see full list here)
- Secure, compliant hosting – Video links are brand-controlled via white-labeled domains, so you can meet brand and security standards
- Scalable outreach – Whether you send 10 videos a day or 1,000+, Sendspark handles it with automation and analytics
It’s no surprise that agencies comparing Sendspark vs Loom or tools like Vidyard often find Sendspark offers the better fit for client outreach and personalization.
Getting Started: Tips for Insurance Teams
Ready to try personalized video in your agency, broker team, or carrier brand? Here are some tactical steps you can take to start simple and scale smart:
Step 1: Identify Use Cases
Start with just one or two use cases — like renewal videos or new client welcomes. Choose a process where your team regularly sends the same email every time. Replacing that message with a short, engaging video can have immediate impact.
Step 2: Train and Equip Your Team
Use video coaching tools like AI intros and templates to help agents feel confident. Most of your team won’t need more than a webcam, a script, and 10 minutes of practice.
Step 3: Add Video to Email or CRM Playbooks
Integrate video directly into templates in your CRM or sales engagement tool — whether that’s HubSpot, Salesforce, or Outreach. Sendspark’s integrations make this seamless, and analytics show which videos are being watched.
Curious about embedding video into outreach emails? Here’s how to do it right without hurting deliverability.
Step 4: Optimize and Scale
Once you’ve run your first few campaigns, look at opens, plays, and replies. Refine your scripts. A/B test thumbnails and email subject lines. Automate what’s working. Tools like Sendspark Workflows make it easy to automate video personalization across your client communication lifecycle.
Final Thoughts + What To Do Now
Personalized video isn’t just a tool — it’s a way to bring heart back into an industry built on people helping people. In insurance, where trust, clarity, and care matter deeply, adding your face and voice to a message can make the difference between a closed renewal and a canceled policy.
The best part? It only takes a few minutes with the right tools. Start by creating your free Sendspark account, record one client video, and see the difference for yourself.
Try Sendspark Today.
Frequently Asked Questions (FAQ)
1. Why is personalized video effective for insurance?
Personalized video builds trust by putting a human face to your message. It helps explain complex policies clearly, increases client engagement, and improves retention—especially when used for onboarding, renewals, and claims support.
2. Is using video in insurance client communication compliant with regulations?
Yes, as long as your video platform meets data security and compliance standards. Tools like Sendspark offer secure video hosting, white-labeled domains, and options to control access—helping you stay compliant with industry regulations.
3. What types of insurance teams can benefit from video?
All types — from independent brokers to large carriers. Sales reps, support agents, and account managers can all use video to simplify explanations, deliver updates, and build stronger relationships with clients.
4. How hard is it to get started with video in our agency?
It’s simple. Most agents only need a webcam and a few minutes of prep. Sendspark includes video templates, AI script generation, and CRM integrations to help you start quickly and scale easily.
5. Can we personalize videos at scale without recording each one manually?
Yes. With Sendspark, you can create one base video and use dynamic personalization tokens (e.g. , ) to automatically generate unique videos for every client—saving time while keeping the human touch.
