Insurance agents

Policy explainers and reminders that make you the agent people remember

Insurance is a product people only think about when they must. The agent who explains it clearly, early and often is the one who is called. Chitrio helps you do that at scale: a short video on what a deductible is, how to file a claim after a storm, or why a renewal is coming up, each written from your notes and narrated with captions. The same video can answer a client question and be posted on your social pages. Because insurance questions spike after a storm, an accident or a renewal notice, a library of short answers lets you respond quickly without writing the same email again and again.

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Straight answer: Insurance is regulated and policy details vary by state, province and insurer. Keep videos general, do not promise coverage, and have a licensed person approve each script and disclosure.

How it works

  1. 1

    Pick a question clients ask

    Deductible versus premium, what a claim involves, what a policy does not cover.

  2. 2

    Add your details

    Insert your name, licence line and contact number as needed. Edit the script to match your carrier's wording.

  3. 3

    Render and send

    Share in emails, texts and on your pages. A vertical version works for Facebook and Instagram.

  4. 4

    Match the video to the season

    Post storm preparation before storm season, travel cover before holidays and renewal guides before common renewal dates.

  5. 5

    Keep wording consistent

    Save a preset script opening and closing so every video carries the same licence line and contact details.

What people make with it

Explain-a-term videos

Plain-language definitions of common policy terms.

Claim walkthroughs

What to do in the first 24 hours after an accident or storm.

Renewal reminders

A friendly nudge a month before renewal.

Life event videos

Buying a home, having a baby or starting a business.

By market

US agents cover auto, home and health; UK brokers home, motor and landlord cover; Canadian brokers provincial requirements; and Australian brokers home, contents and car cover.

Small business cover explainer

A short guide to the types of cover a new business owner usually considers.

Questions, answered

Can it list my products?

It can describe them from your notes. Check each statement against the policy.

Can I mention prices?

Only if accurate and approved. Policies and premiums change.

Do I need a licence line?

Many places require one. Add it to the final card.

Is the voice friendly?

Preview voices and pick a warm, steady one.

How often should I post?

A weekly video is enough to stay visible.

Related pages

Make a policy explainer

Choose a topic and review the draft.

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