Back to all case studies
Life Insurer Boosts Conversions 8% with Personalized Policy Videos
Overview
One of India's leading life insurance companies partnered with AiVANTA to revolutionize how their sales force presents complex policy details to prospective customers.
Challenge
Traditionally, the insurer relied on lengthy Policy Illustration Documents (PIDs) to explain product features and benefits. However, reading and interpreting these dense documents slowed customer decision-making, led to lower conversion rates, and often resulted in post-sale grievances due to misunderstandings of policy terms and conditions.
Solution
Using AiVANTA’s IMPACT platform, the sales team began delivering hyper-personalized AI-generated videos alongside the PIDs. These videos broke down each customer’s specific policy — showcasing key benefits, premium details, and coverage highlights — all in a simple, visually engaging, and easy-to-understand format. The content was localized and delivered via WhatsApp, email, or SMS, making it instantly accessible and far more engaging than traditional PDFs.
Results
- 8% increase in policy conversion rates over six months
- Reduced customer confusion and grievance volumes
- Faster sales cycles with improved clarity and engagement
Conclusion
By integrating personalized policy videos into the sales process, the insurer enhanced customer understanding, increased conversions, and empowered their sales force with a smarter communication tool — all powered by AiVANTA IMPACT.