customer experience in insurance

Simplifying Insurance Renewals and Claims with Personalized Video Journeys

Published on 2025-11-25

InsuranceReminders & Follow-UpsEngagement & Retention

In the world of insurance, customer communication is often filled with complexity. Long documents, confusing terms, and generic reminders that fail to connect.
But when customers are about to renew or file a claim, what they really seek is clarity, confidence, and a human connection.

Traditional emails or policy documents can’t provide that reassurance — but a personalized video can.

AiVANTA helps leading insurance brands turn every customer touchpoint into an engaging, guided experience — building trust and transparency at every step of the journey.


Key Use Cases


🔹 Policy Renewal Reminders

Engage customers with personalized renewal videos that highlight their policy details, due dates, and benefits in a simple, visual way.

🔹 Claims Simplified

Walk policyholders through the entire claims process with clear video guidance, ensuring they never feel lost or overwhelmed.

🔹 Customer Onboarding

Welcome new policyholders with an AI-powered video that explains coverage, terms, and how to access support — building trust from day one.

🔹 Cross-Sell and Upsell

Use interest-based insights to recommend complementary plans or add-ons through personalized video offers.

🔹 Feedback & Retention

Thank customers for their loyalty and collect valuable feedback using friendly, human-like video messages.

Sample Script: Renewal Reminder Video


*“Hi [Customer Name], this is a reminder from [Insurance Brand].
Your policy [Policy Name] is up for renewal on [Date].
Renewing today ensures uninterrupted protection for you and your loved ones.
Click below to renew instantly — it only takes a minute!
We value your trust, and we’re always here to support you.”*

How AiVANTA Adds Value


  • Personalized at Scale – Every customer receives a unique video that includes their name, policy, and renewal details.
  • Emotionally Engaging – AI avatars and human-like voices make every message feel warm and relatable.
  • Multi-Channel Delivery – Reach customers on their preferred channels: WhatsApp, SMS, Email, or App.
  • Reduced Manual EffortAutomate policy communication with zero repetitive work.
  • Improved Conversions – 3X higher renewal rates compared to static messages.

Benefits


  • Simplified policy renewals and claims communication
  • Improved customer satisfaction and trust
  • Lower support inquiries and manual intervention
  • Consistent brand experience across touchpoints

Conclusion

In insurance, trust is everything.

AiVANTA helps brands move beyond static emails and complicated documents to deliver humanized video journeys that simplify, reassure, and convert — one customer at a time.

📩 Ready to see how personalized videos can make your policyholders feel informed, valued, and connected?
Book a demo today to experience AiVANTA in action.

#AiVANTA #Insurance #CustomerEngagement #PersonalizedVideos #PolicyRenewal #DigitalInsurance #CustomerExperience #CXInnovation #ClaimsJourney #InsurTech