Insurance sales have always been about relationships. Agents and brokers succeed by building trust, explaining complex products, and guiding customers toward the right coverage. But in today’s crowded market, traditional methods like cold calls, static brochures, or long email chains aren’t enough.
Today’s buyers expect clarity, speed, and a personal touch. They want information that’s not only accurate but easy to understand and delivered on their terms. That’s where video makes a huge impact.
Video allows sales teams to combine the warmth of a conversation with the clarity of visual storytelling. It helps agents connect emotionally while simplifying complex coverage information, and it does so across prospecting, education, follow-up, and renewal stages.
Here are five modern insurance sales strategies that win more customers by using video to build trust and drive conversion.
1. Stand out in prospecting
Prospecting in insurance is getting harder. Cold calls get ignored. Generic emails are skimmed or deleted. The agents who win attention are the ones who show personality and empathy from the very first touch.
That’s why short, personalized video introductions are so effective. A 30-second clip that greets the prospect by name, mentions their location, and briefly explains how you can help feels authentic and human; qualities buyers respond to.
These videos can be created quickly with ready-to-use templates or screen-recording tools that ensure every message is clear and consistent with brand standards. With modern video technology, sales reps don’t need editing experience to produce something professional.
According to Wyzowl’s State of Video Marketing Report, 89% of marketers say video gives them a good ROI, and personalized outreach can increase response rates by up to 3x.
Tip: Keep prospecting videos under 45 seconds, focus on value (not features), and always end with a simple next step, like scheduling a call or completing a quote form.
2. Explain complex products simply
From deductibles and riders to exclusions and policy tiers, insurance is complicated. Buyers often delay decisions because they don’t fully understand what they’re purchasing.
Video explainers make complex information approachable. Instead of long brochures or static PDFs, agents can send short clips that walk through coverage options visually—helping customers grasp the difference between term life and whole life, or what’s included in a bundled home-and-auto policy.
A study found that video improves information retention by up to 95%, compared to just 10% from reading text. That means fewer repeat questions and faster decision-making.
Forward-thinking insurers use this approach to empower customers with transparency and confidence. Whether shared via email, text, or an online portal, a quick and personalized video fosters clarity, which builds trust.
3. Follow up faster and with more impact
Most agents lose momentum after the first meeting. A prospect expresses interest, then disappears into an inbox full of competing messages.
A timely video follow-up can change that. Instead of another long email, a short personalized recap, i.e., “Here’s what we discussed, here’s what comes next,” feels personal and intentional. It also shows effort, while making it easier for the buyer to re-engage.
Modern video tools enable reps to record and send these messages in quickly, directly from their CRM or email. The combination of speed and personalization keeps deals moving without requiring major production time.
Research from SalesLoft indicates that incorporating video into sales follow-ups can increase reply rates by over 26%.
In the insurance context, that might mean following up after a quote to explain a coverage gap, or sending a brief message after a consultation to review next steps. These extra touches can often make a world of difference in someone’s choice to choose you as their insurer.
4. Drive renewals and expansions
Renewal time is when relationships are tested. Customers evaluate whether their carrier truly adds value, or if it’s time to shop elsewhere. Unfortunately, most renewal communications feel transactional: an auto-generated email reminder or a dense packet to read through.
A smarter approach is a personalized renewal video that thanks the customer for their business and summarizes their coverage and benefits from the past year. It can:
- Highlight claims paid
- Outline new options; or
- Reinforce the value of staying protected.
Agents who use personalized video renewals can see higher retention rates and greater opportunities to cross-sell additional policies, like bundling auto and home insurance.
For instance, insurers can send renewal recaps that combine customer data (policy type, usage history) with simple visuals to explain what’s changing and why. This approach not only improves understanding but also humanizes the process in a moment when trust matters most.
According to McKinsey & Company’s research on customer experience in insurance, customers who feel appreciated and informed are 80% more likely to renew or expand their coverage.
5. Build long-term loyalty through ongoing touchpoints
The customer relationship shouldn’t stop after the policy is signed. In fact, ongoing engagement is one of the strongest predictors of lifetime value.
Video helps maintain that connection year-round. Agents can send quick updates, safety tips, or community-focused messages, like storm preparedness guidance before hurricane season or a short thank-you message on a policy anniversary.
This kind of communication shows customers that their insurer is proactive and genuinely invested in their well-being. It also drives digital engagement: insurers who use proactive, personalized video communication have reported up to 800% increases in engagement and significantly improved satisfaction scores.
When policyholders regularly hear from a real person—especially through visual, conversational messages—they’re less likely to churn and more likely to recommend the brand to others.
Why video belongs in every insurance sales strategy
Insurance will always be a relationship business. But in a digital-first world, relationships need to scale, and for this, video delivers unique value.
The right video platform allows insurance organizations to:
- Enable every agent or broker to create and share personalized content easily
- Maintain consistent branding and compliance across distributed teams
- Deliver messages that are empathetic, educational, and timely
- Accelerate sales cycles and strengthen customer loyalty
SundaySky helps insurance leaders achieve all of this by combining ease of use, brand governance, and personalization at scale in one platform.
Whether your goal is to help agents prospect more effectively, clarify complex products, or retain customers longer, video gives your sales strategy the human touch it needs to stand out—and the automation it needs to scale.
Ready to modernize your insurance sales strategy?
See how your sales organization can sell smarter and faster with video. Request a demo of SundaySky Amplify
