A major regulatory update in the insurance industry has placed brokers at the center of client communication. Insurance companies are now prohibited from directly engaging with policyholders who are managed by a brokerage firm—whether at policy inception or renewal.
While this regulation safeguards broker commissions, it also means that brokers must now take full ownership of client engagement and retention.
Traditional methods of communication like emails, phone calls, and generic reminders are no longer enough to sustain and build strong, long-term client relationships. Clients expect clarity, convenience, and a seamless experience when managing their policies. This emphasis adds more workload to an already strained work schedule of the broker companies. With people watching an average of 17 hours of online video per week and 72% preferring video over text for learning about products and services, it’s time for insurance brokers to embrace an engaging way to connect with clients.
3 Powerful Ways Brokers Can Use Personalized Videos
Explain Key Policy Features Clearly & Effectively
Insurance policies are generally loaded with complex jargon that clients struggle to understand. Instead of sending a dull PDF or explaining over a long phone call, brokers can now deliver a short, personalized video directly to the client’s WhatsApp, breaking down the policy’s key features in simple terms.
Think about it: Would you rather read a long PDF attachment or watch a quick, engaging video that explains everything in under a minute?
Making Claims Assistance Stress-Free
Filing an insurance claim can feel overwhelming, with clients constantly wondering what documents to submit, how long the process will take, and what happens next.
Instead of keeping them frustrated and confused, brokers can send an automated personalized video guiding them through the claim process. These videos can also include their name, policy details, and next steps based on their specific claim.
A study by HubSpot found that 80% of people remember video content they watched in the last month—which means your clients are far more likely to recall the guidance you provide via video, making the claims process smoother for everyone.
Boosting Renewals with Timely, Engaging Reminders
A massive 64% of consumers say timely updates impact their decision to stay with a brand. In insurance, missing a renewal date can mean losing coverage—which no policyholder wants.
Instead of sending a generic email reminder that gets buried in their inbox, brokers can send a personalized video reminding them that their policy is about to expire, with clear steps on how to renew. This makes the process smoother, more personal and is likely to get a response.
Stay Ahead of the Competition with GovideoPX
At GovideoPX, we help brokers transform client communication with personalized, data-driven video solutions. Whether it’s policy explainers, claims guidance, or renewal reminders, our personalized videos ensure that policyholders get the information they need in the most engaging format possible.
Personalized videos report higher engagement rates, improved client retention, and increased satisfaction levels – because when clients clearly understand their policies, they’re more likely to stay loyal.
With new regulations restricting insurance companies from reaching out directly, brokers now have the opportunity to take control of client relationships. But to truly stand out, communication must be better, faster, and more effective.
Personalized video isn’t the future—it’s the NOW. Are you ready to transform your client interactions? Let’s talk.
