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Training Videos for Insurance Agents: 6 Tips and Best Practices

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How to Use Video-Based Training to Improve Insurance Agent Performance

Training Videos for Insurance Agents: 6 Tips and Best Practices

6 Tips for Creating Effective Training Videos for Insurance Agents

6 Best Practices for Creating Engaging Insurance Training Videos


If you are an insurance company looking to train your agents effectively, consider using video-based training. Video-based training can help you deliver engaging, interactive, and informative content to boost your agents’ knowledge, skills, and performance. Here are six tips and best practices for creating and using training videos for insurance agents:

1. Utilize Visual Aids To Simplify Concepts

Insurance can be a complex and confusing topic for many people, especially those new to the industry. To help your agents understand and explain insurance concepts better, you can use visual aids such as graphics, diagrams, charts, and animations in your training videos. These visual aids can help you illustrate key points, show relationships, and simplify abstract ideas. For example:

  • You can use a pie chart to show the distribution of different insurance policies among your different customers, such as Medical Professionals, Pilots, Farmers, Teachers, etc.
  • You can use a flowchart to show the steps involved in filing and processing an insurance claim, such as contacting the insurer, submitting documents, receiving approval, getting paid, etc.

2. Chunk Information For Clarity

Another way to make your training videos more effective is to chunk your information into manageable pieces. Chunking is a technique that involves breaking down large amounts of data into smaller units that are easier to remember and process. 

By chunking your information, you can help your agents focus on specific insurance topics or skills, avoid cognitive overload, and improve retention. For example, you can divide your training video into sections covering different policy aspects, such as benefits, exclusions, premiums, and riders.

  • You can use a table of contents to show the structure and sequence of your training video, such as the main sections, sub-sections, and topics.
  • You can use graphics and icons to illustrate or emphasize certain aspects of your content, such as the components of an insurance policy, the factors that affect the premium, or the risks covered or excluded.

3. Address Common Challenges

One of the main goals of training videos is to prepare your agents for real-world scenarios they might encounter. Therefore, address common insurance challenges that your agents might face and provide practical guidance on overcoming them. For example, you can discuss how to handle customer objections, explain complex policies in simple terms, or navigate claims efficiently and ethically. For example:

  • You can address the challenge of navigating claims efficiently and ethically, especially after a catastrophic event or a large-scale loss. You can provide best practices for communicating with customers, assessing damages, documenting evidence, and processing payments.
  • You can address the challenge of explaining complex policies in simple terms that customers can understand and relate to. You can provide guidelines on using plain language, avoiding jargon, and using analogies or examples to illustrate key concepts.

4. Include Success Stories

Another way to motivate and inspire your agents is to include success stories from other insurance agents in your training videos. Success stories can help you showcase best practices, highlight achievements, and share customer testimonials. By featuring real-life examples of successful insurance agents, you can help your agents learn from their experiences, emulate their strategies, and aspire to their goals.

To include success stories of distinguished agents in the same insurance company:

  • You must obtain information from your internal sources, such as performance reports, customer feedback, or recognition programs.
  • Then select those agents who have achieved outstanding sales, retention, service, or innovation results.
  • After that, interview them to learn more about their strategies, challenges, and achievements. You can also ask them to share their tips and advice for other agents who want to follow in their footsteps.
  • And then, you can use their stories to inspire and motivate your agents in your training videos.

5. Leverage Subject Matter Experts

One of the benefits of video-based training is that you can leverage the expertise and credibility of subject matter experts (SMEs) in the insurance industry. SMEs are people who have deep knowledge and experience in a specific domain or field. By involving SMEs in your training videos, you can gain valuable insights, share relevant experiences, and offer authoritative guidance on best practices.

For example, you can interview an SME on a new policy launch, a regulatory change, or a market trend. Digitizing small commercial insurance is still a common challenge and opportunity for many insurance companies. You can ask the SMEs on camera about the benefits, risks, and best practices of using digital platforms and tools to reach, serve, and retain small business customers. And then, you can include those videos directly into your training videos.

The Future of Insurance Podcast S3E21 – Jonathan Silverman, Director, Insurance Solutions, Microsoft

In this video, the host features Jonathan Silverman who works at Microsoft for Insurance Solutions and asks him relevant questions about the different trends and customer pain points in the industry.

6. Evaluate Insurance-Specific Effectiveness

Finally, you should evaluate the effectiveness of your training videos and measure their impact on your agents’ performance. Evaluation can help you collect feedback from your agents on their learning outcomes, satisfaction levels, and knowledge gaps. It can also help you analyze data on your agents’ behavior, such as completion rates, quiz scores, and sales results. By evaluating your training videos, you can identify strengths and weaknesses, make improvements and updates, and ensure that your training videos meet your objectives.

For example, you can use assessments to measure the knowledge and skills of your agents before and after watching your training videos. Use tools like Experquiz, EdApp, or Abara LMS to create and administer assessments online.

Using Experquiz, you can use different types of questions and interactive tools to design your assessments and e-learning modules. You can also schedule your training sessions and certifications and after that, you can analyze the results and feedback of your learners and employees using charts and reports.

In Conclusion

Video-based training can be a powerful tool for insurance companies to train their agents effectively. Remember to adapt these tips and best practices to suit your specific training objectives and the needs of your agents. With well-designed and well-executed training videos, you can empower your insurance agents to excel and provide exceptional customer service.

We at Passionbits offer a comprehensive range of content creation services catering to each customer journey stage. We have the talent solutions – experts, writers, anchors, and a complete team of professionals to produce content in any format across all channels and mediums. Curious to know more? Let’s connect today!

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