How to create a video quote

By | August 9, 2019

It’s a situation every agent dreads: You meet with a prospective client, you get all the information and put together a great quote. Now, you just need to review it with the customer. The only problem — you keep missing each other.

Determined to find a way to close these sales, I decided to try an idea I’d heard about from a colleague and friend, Elliott Carr of Arkansas Insurance Advisors. The concept is simple and easy to execute. You create a short video quote and provide an overview of the proposed policy including pricing, coverage and discounts.

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