How to Improve the Claims Experience with 1 Video

This sprint teaches you how to create a video that will walk your client through the claims process. Crush that customer experience!
35 min


Why should you create this video?

Making this video helps bring some peace of mind to a rocky, emotional process.

You can use it:

  • In your onboarding campaign
  • On your website
  • At renewal

Now that you know how you can use it. Let’s get started making it.

How to create the best claims video ever

There are four steps to creating the best claims video ever:

  1. Script it
  2. Set up/Record
  3. Edit it
  4. Host it

Let’s walk through each of these.

1. Script it

This should be a very simple, 1 to 2 minute video.

Something quick that gets right to the point in setting expectations for the claims process.

As an example, check out the Claims Video that Mike Crowley, an agent in New York, created here.

To make things super easy, download the “Claims Process Video Script” above.

Even if you want to keep the script basically the same, read it out loud and modify the sentences to how you would speak.

Basically, make it yours!

If you are strapped on time, you can download the “White-Label Claims Process Video.”

Then , skip down to the “Edit It” section, add your logo to the video and finish off this skill!

2. Set it up

We’ll go through both the Starter Setup and Advanced Setup.

The Starter Setup is perfect for someone who doesn’t have the extra funds to invest in video equipment and wants the down-and-dirty free version.

The Advanced Setup is perfect for someone who can invest in better video equipment to increase the quality of their videos.

If you’re just getting started in video, try the Starter Setup first. As you get more comfortable, think about investing in better equipment.

STARTER SETUP

(keep scrolling for Advanced Setup)

Here is your pre-record checklist:

1. Fasten your camera to your tripod (see above “Recommended Gear” for tripod suggestion).

2. Place your camera/tripod in front of a window for the best lighting, make sure it’s recording in landscape and adjust the height so that you are centered and your eyes are in the upper third.

3. Ask those around you to quiet down for a few minutes to record or find a room and shut the door!

4. Finally, print your script in big font and tape it to the window where you’ll be recording. Run through your script 5 – 6 times before hitting record. That’ll help everything run much more smoothly.

5. HIT RECORD!

ADVANCED SETUP

As opposed to the Starter Setup above, the Advanced Setup includes more gear. Instead of using natural light or taping paper to windows, we are going to get you outfitted with tools that will make recording much easier and producer higher quality results!

Here is your pre-record checklist:

1. Fasten your camera to your tripod (see above “Recommended Gear” for camera suggestions) and adjust the height so that you are centered and your eyes are in the upper third.

2. Place your ring light behind the camera, slightly above the top of your head and pointed slightly down.

3. Place your shotgun mic on top of your camera and plug it in. OR place your lav mic on top of your camera, plug it in, connect the receiver and fasten it to your shirt. Test your audio by hitting record and playing it back OR by plugging in a pair of headphones.

GIF!!!

4. Adjust your FPS/Frame Rate to 24, your Shutter Speed to 50, your F-Stop to the lowest setting and your ISO to lighten or darken the shot as needed.

5. Open your Padcaster app, download your script and place your phone directly in front of your camera. Adjust the app speed accordingly. Or forget the teleprompter and do it!

6. Run through your script 5 – 6 times and HIT RECORD!

3. Edit it

Below, we’ll show you a few quick edits:

    • Cut out the best take (Starter & Advanced)
    • Remove pauses or mess-ups (Starter & Advanced)
    • Add your logo (Starter & Advanced)
    • Add some background music (Advanced)
    • Add a branded opening intro (Advanced)
    • Add a closing call to action (Advanced)


Our Favorite Music Sites:

When looking for a music site, make sure that you get a corporate license for the music you purchase (meaning you can use it for your business, in advertising, etc). 

If you don’t want to edit your video yourself, you can find an editor here: https://www.fiverr.com/.

4. Host it

To determine where we should host this video online, we need to think about the video’s audience and purpose.

Our audience is current clients.

Our purpose?

This isn’t a marketing video used to get a bunch of attention.

This is a video laser-focused on getting one person at a time to do one specific thing: understand the claims process.

And we really want analytics to see whether the video is accomplishing its intended purpose.

So, a private hosting platform would be best.

My personal recommendation would be Wistia (better analytics).

But you can also use YouTube’s private hosting option for free.

(I realize that above I said YouTube is a public hosting platform, but they do have a “private setting” option for the videos as well.)

Note that you will not get very deep analytics and you will be sending people to a platform with lots of distractions, but it’s $0.

Not a bad place to start.

Here’s how to create a YouTube account and upload a video to YouTube privately:

Here’s how to upload a video to Wistia:

Boom!!

Now, let’s weaponize this awesome new video you’ve created.

How to use the best claims video ever

As we talked about above, making this video helps bring some peace of mind to a rocky, emotional process.

You can use it:

  • In your onboarding campaign
  • On your website
  • At renewal

If you want to use it in your onboarding campaign, download the email template “Onboarding Email Template” above.

Then, add it to your onboarding automation or have your account manager send it out manually during the onboarding process.

If you want to use this video on your website, you’ll need to create an additional landing page. Be sure to send the video embed code from Wistia or YouTube with your request to your web developer.

If you want to use it at renewal, download the email template “Renewal Email Template” above.

Then, add it to to the end of your renewal automation or have your account manager send it out manually right after the renewal process.

Finished!

Next steps

Once your video is finished, post it into the ANI Facebook Group!

If you’re thinking, “But I don’t want anyone to see my first video!”

Stop right there.

There are SO many people who are still 3 steps behind you!

You posting your first video will give them the courage to make theirs.

Plus, there is always room to grow. Even for the Agency Nation team!

Feedback is a good thing and the people in our community are all here to elevate each other through collaboration.

Let go of that ego and post away!