Get Started
Great to have you on board. You have made a smart decision to
streamline your business with video.
Tick off the 5 first steps that will get you the quickest results.
It can be hard getting clients to realise why they need a review. Video helps them realise and book in. Adding this review video to your annual process will increase the % of reviews you get.
Did you know some insurances are easier to claim than others?
Many people don't. Insurance is only valuable if you can make a claim. Would you agree?
As your life changes, new policies get created and your risk adjusts. It is vital to talk to someone.
The benefit is that we get paid by the insurance companies, so you are not out of pocket.
If you or someone you know could use a helping hand, feel free to forward this short video to them.
Insurance companies report nearly 30% of submitted applications don’t make it through underwriting. So how can we increase your completion rate? By adding a video to clients after the proposal is submitted – they are aware of the process and won’t be shocked when they are asked to complete a medical or submit more information.
Did you know we help our clients with car, contents and house insurance?
The reason we ask is that not everyone does. If you have all your insurance under one roof, it's easier to make any claim when you need to make one! Sometimes we can even save you money.
If you already have your insurance with us, great! Feel free to forward this email to someone you know that would benefit from it.
Watch this video to find out more about how we can help.
The best time to get a testimonial & a referral is once a policy has just been issued. Build this simple video & feedback form automatically into your process to fill your website with quality testimonials & your diary with referrals.
We need your help. We want to provide you and future clients with the best service you deserve.
So as a client we need your expert opinion.
It will take less than 4 minutes and we will enter you in the draw to win a $150 voucher!
Click the link below to start (works on mobile phones too).
Thank you for helping.
Being front of mind with clients & prospects means when they need you – you come to mind. Pick a video to send to your clients. We have all the email text that you can adjust. Copy and paste into your crm or email tool (don’t have one ask us). Press send and you have engaged.
Did you know we help clients with KiwiSaver?
It amazes us how many people were just placed in a fund without understanding who keeps their money.
Choosing the right fund for where you are in life is very important. Maybe you want to withdraw for a house or set yourself up for retirement.
Take a minute and watch our new video to know more about this. I hope it helps you to think about it.
Adding a video to your signature turns every email of yours and your staff into a sales opportunity. It can be great for cross sells & if you have admin staff make sure their emails have it too.
Are you buying a property, having a child or changing jobs? Maybe you already have?
Take a moment to think back over the last year. Consider any major changes you and your family may have experienced.
Then click the link below.
