Video Calls for Independent Insurance Agents

How do insurance agents use video calls?

Insurance agents use video software tools such as Zoom, Skype or other programs to meet with clients or prospects via video conference. Video calls can be a good alternative to in-person meetings or phone calls. Video calls became more common in all areas of life and business during COVID-19 lockdowns.  

Why should insurance agents use video calls?  

• Connect virtually in a way that feels more personal. Meeting via video gives the client a better sense of who you are beyond your voice or your email writing style. Both you and your client get to see each other’s body language and connect face to face, which helps to build a stronger relationship.  
• Easily present information. Most video conferencing software allows you to share your computer screen. You can use this to walk your client or prospect through a quote or policy review, show them how to log in to their self-service portal, or present educational materials to answer their questions.  
• Faster service. Video calls can be more accessible and easier to schedule than in-person meetings. Your client may have a hard time setting up a time to come into your office during business hours, but they likely have 15 minutes during the day when they could hop on a quick video call.  

Using video calls is a great step toward modernizing your digital capabilities. Explore our interactive framework for digital transformation below or click the “next” button at the bottom of the page to learn about the next digital capability.