--- title: "Prepare people for the insurance conversation" description: "Walk through the information-gathering process while leaving policy recommendations to the review of individual circumstances." canonical: https://caprivideo.com/industries/professional-services/insurance-agency-explainer-videos language: en updated: 2026-10-02 alternate_de: https://caprivideo.com/de/branchen/beratung-finanzen/erklaervideo-fuer-versicherungsmakler alternate_de_markdown: https://caprivideo.com/md/de/branchen/beratung-finanzen/erklaervideo-fuer-versicherungsmakler alternate_fr: https://caprivideo.com/fr/industries/professional-services/insurance-agency-explainer-videos alternate_fr_markdown: https://caprivideo.com/md/fr/industries/professional-services/insurance-agency-explainer-videos alternate_it: https://caprivideo.com/it/industries/professional-services/insurance-agency-explainer-videos alternate_it_markdown: https://caprivideo.com/md/it/industries/professional-services/insurance-agency-explainer-videos publisher: Capri Video --- # Prepare people for the insurance conversation Before talking about a policy, a prospect may simply want to know how an appointment works. Explain what your agency asks for and where the conversation goes next. Keep recommendations out of this general introduction. ![Desk with a keyboard and notebook](https://caprivideo.com/content/images/desk.jpg) *Illustrative stock photo: [Mike Murray / Pexels](https://www.pexels.com/photo/laptop-and-notebook-on-the-desk-6446245/). [Pexels License](https://www.pexels.com/license/).* ## Leave room for the actual discussion Follow a fictional customer through the actual intake steps. Use sample documents and show where questions about needs or existing arrangements are discussed. If options appear, present them as subjects for review rather than a universal ranking. End with the next agreed conversation, not an automatic image of the perfect policy. ## Prepare the example Use your approved intake process, service description and reviewed product information. Have the responsible specialist review the words and pictures together. Even a check mark can imply a decision that has not been made. ![Colorful planning notes on a whiteboard](https://caprivideo.com/content/images/planning.jpg) *Illustrative stock photo: [cottonbro studio / Pexels](https://www.pexels.com/photo/close-up-photo-of-sticky-notes-on-whiteboard-5990265/). [Pexels License](https://www.pexels.com/license/).* ## Check it with someone new to the service Use it before appointments and beside service information. Ask what someone would prepare and which decisions are still open. If the introduction looks like a completed recommendation, change it. Coverage and policy suitability need to be discussed against the customer's circumstances and the options actually available. ## Related reading - [Show customers how your service works](https://caprivideo.com/guides/b2b-explainer-videos) - [A benefits request, from receipt to review](https://caprivideo.com/industries/professional-services/benefits-explainer-videos) ## Example: an independent insurance agency, explained Our Geometric Figures style example pictures shopping for insurance as being lost at sea. Squires Insurance Solutions, an independent agency from Fort Collins and Windsor, is not tied to one company and marks the way to shore in three steps: contact, a quote review call and easy onboarding, with a licensed agent and a personal service rep afterwards. [Watch the Squires Insurance Solutions example (MP4)](https://caprivideo.com/styles/geometric-figures-squires.en.mp4?v=3d09c80b025e) · [English captions (VTT)](https://caprivideo.com/styles/geometric-figures-squires.en.vtt?v=101ab68f7a4d) Example video for a real business. Carriers, coverage and service are Squires Insurance Solutions’ own offer; the video is not insurance advice. [Small business explainer videos: make your offer tangible](https://caprivideo.com/blog/industries/en/small-business-explainer-videos) ## Related pages - [Industry group: Advice & business services](https://caprivideo.com/industries/professional-services) - [A little more background: Show customers how your service works](https://caprivideo.com/guides/b2b-explainer-videos) - [Help applicants understand where things stand](https://caprivideo.com/industries/professional-services/financial-service-explainer-videos): Show submission, review and possible follow-up questions without making a financial application look automatically approved. - [A benefits request, from receipt to review](https://caprivideo.com/industries/professional-services/benefits-explainer-videos): Explain where members find updates, who answers questions and why acknowledgment is different from a decision. - [Show residents how to report a maintenance problem](https://caprivideo.com/industries/professional-services/property-management-videos): Explain the reporting channel, the details needed and what a submitted request actually confirms. - [Help sellers understand working with your brokerage](https://caprivideo.com/industries/professional-services/real-estate-explainer-videos): A fictional listing journey can explain preparation, owner decisions and inquiry handling without promising a sale price or date. - [Make outsourced work easier to follow](https://caprivideo.com/industries/professional-services/bpo-explainer-videos): Two visual lanes can show what the client sends, what the provider does and what comes back when a task is complete. - [What happens after an IT support request?](https://caprivideo.com/industries/professional-services/msp-explainer-videos): Explain the contact channel, ticket updates and service boundaries using an ordinary request that clients can recognize. ## See your offer as a video We create a free watermarked video for your business from your website. Once it’s ready, you decide whether to keep it with a subscription. [Create my video](https://caprivideo.com/create) ## About Capri Video Capri Video (caprivideo.com) is an explainer video company that creates custom animated explainer videos for businesses in the United States and Germany. Script, illustration, animation, professional voiceover and music are included, and our team reviews every draft. All you need is your website link. - **Pricing:** Your first video is a free watermarked preview with three revision rounds, no credit card needed. To keep the original without the watermark, choose a monthly subscription: Starter at $99 a month with 2 credits or Growth at $299 a month with 8 credits, plus applicable sales tax, cancel monthly. A short video uses 1 credit, an explainer 2. - **Speed:** First reviewed, watermarked draft within 24 hours after you submit your website link. - **Revisions:** 3 revision rounds included with every video; for your first video they are part of the free preview. - [Start for free](https://caprivideo.com/create) · [All facts](https://caprivideo.com/about.md)