FREE Webinar Recording

Using Video Proposals While Working Remotely (in 20 Minutes)

Recorded: April 8, 2020 / Duration: 30 minutes

Using Video Proposals While Working Remotely (in 20 minutes)

Insurance agents are using video proposals

Long before COVID-19, video proposals have been a powerful sales and servicing tool for insurance producers looking to close more sales and wow people as they do.

Now, since we’re all forced to work remotely, video proposals are even more powerful. You and your team can record and share password-protected videos for prospects and clients. It’s as simple as tapping a button and recording your screen and/or webcam. And that’s exactly what you’ll see in this 20-minute webinar!

We’ve seen a huge increase in the number of agents using video proposals the last few weeks. It’s a great option, especially when it’s not possible to meet face-to-face.

Here’s a rough outline of what we covered:

  • The concept behind video proposals and when to use them
  • The “wow” factor and standing out for being different
  • A step-by-step demo showing how to create a video proposal
  • Different platforms and options for creating video proposals
  • As usual, plenty of Q&A (the fun part!)

Hosted by:

  • Jeff Teschke
    Founder and CEO, Forge3

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Close ratio is up about 15-20% since we began using them!

Video Proposal UserActiveAgency Website Platform