When you think about life insurance, what comes to mind? Do you see yourself as a policyholder, or do you think about the people who depend on you?

For most people, it's a little of both. And that's why video personalization is such an important tool for life insurers.

In this post, we'll explore some ideas for using video personalization to target different audiences and create more engaging experiences. Ready to get started?

Let's go!

Importance of Personalization for Life Insurance Sales

Personalization is critical when it comes to life insurance sales. Most people view life insurance as a one-size-fits-all product, but in reality, it should be tailored to fit the individual.

Every person has unique needs and circumstances, and no two policies are the same. That's why it's so important for agents to take the time to get to know their clients and understand their specific needs. Only then can they provide them with the best possible solution.

Life Insurance Personalization

Video personalization is essential for life insurance sales. Creating a personalized video for each potential customer can create a more personal connection and increase the chances of converting leads into customers.

When people consider buying life insurance, they want to feel like they are making the right decision for their family. Using video personalization, you can show your potential customers that you understand their needs and that you're the right person to help them protect their families.

  • Start with a video welcome message that is personalized to the viewer.
  • Personalize each video based on the individual's interests, needs, and past interactions
  • Use customer data to create targeted videos that show how your life insurance policy can benefit them, specifically
  • Create interactive videos that allow customers to explore different features of the life insurance
Video Personalization: The Ultimate Guide
Do you know the power of a personalized video? Discover why!

Top 5 Video Personalization Ideas for Life Insurance

1. Welcome Video

A personalized welcome video from a life insurance company is essential because it shows that it cares about its customers. It makes them feel special and appreciated, encouraging them to stay with you for a long time.

Welcome Video

A good life insurance company will make it a point to create personalized welcome videos for all of its new customers.

This video will introduce the customer to your team of agents, explain how the policy works, and provide some helpful tips on how to get started.

It's a great way to show that you are serious about taking care of customers and want them to have a positive experience with your product.

Also Read: How Personalized Videos are Revolutionizing Social Media

2. Explain a Claims Process in a Video

A life insurance company's claims process is an integral part of the overall customer experience. To build trust and credibility with your customers, insurers must explain the claims process clearly and concisely.

Claims Process

A personalized video does a great job of explaining the process, from start to finish, with the CRM data points you collected. It's easy to follow and provides viewers with a sense of security and peace of mind.

3. Showcase Your Company's History

"Highlight customer success stories and how life insurance has helped them."

A company's history video is a great way to show customers why they should do business with you. It can also help personalize the customer experience by adding a human element to your company.

In today's digital world, many people are looking for ways to connect with businesses more personally.

Company History

A company history video can help accomplish that by giving customers a better understanding of who you are as a business. It can also show customers the values that drive your company and why you do what you do.

4. Discuss the Different Types of Life Insurance Policies

There are a few reasons it's essential to create a video showing different life insurance policies.

First, it can help people understand the differences between the policies and what might be best for them.

For example - A comparison between two cars:


Second, it can help people feel more comfortable deciding which policy to choose. And third, it can help people feel more confident that they're making the right choice for their needs.

You can take it up a notch by adding personalization elements like name, age, policy details with CRM data points. When you create personalized videos for each of your customers, it will significantly impact your turnover.

5. Highlight How The Policy Provides Financial Protection

It's easy to provide highlights about life insurance in a video because it can be challenging to understand the complex details of life insurance policies.

By summarizing the key points of a life insurance policy in a video, you can help people better understand what they're buying and how it can benefit them.

Here is an example:

Video personalization for life insurance

A video can also help people see how easy it is to get life insurance. In just a few minutes, they can learn about different life insurance policies and how it fits their needs.

Also Read: Life Insurance Sales Email Templates

What's Next?

Life insurance is not a subject that many people are interested in. But, you can get people interested by creating personalized videos targeting each user.

The best way for the customer to understand all insurance-related information and make their decision is through video personalization.

Have any ideas? Please share it with us or book a demo to know more!