For insurance
Personalized video for insurance, from renewal to claim
Personaliz.ai sends every policyholder a video about their own policy, with their name, premium and dates on screen, and buttons to renew, pay or talk to an agent, on the web or inside WhatsApp.
What insurance teams send with Personaliz
Renewal reminders
A video that names the policyholder, shows the renewal date and premium, and ends with a Renew now button.
Premium due and grace period
Gentle, personal reminders before and after the due date, with the amount and a payment link on screen.
Lapse revival
Win back lapsed policies with a video that explains what they lose and how to reinstate in one tap.
Claims updates
Tell each customer where their claim stands, what happens next and what documents are still needed.
Policy welcome and onboarding
Walk new policyholders through their own cover, exclusions and how to claim.
Policy explainers
Turn complex wordings into a short video with the customer's own sum insured and benefits.
Cross-sell and upsell
Recommend the add-on or top-up that fits each customer, based on the policy they already hold.
KYC and document nudges
Ask for pending KYC or documents with a personal video instead of another SMS.
Agent introductions
Introduce the customer's own agent or advisor by name, with a button to call them.
No-claim bonus and loyalty
Celebrate claim-free years and loyalty benefits with the customer's own figures on screen.
Why insurers use personalized video
Renewal notices, policy wordings and claim letters are where customers get confused and call the contact centre. A short video that greets the policyholder by name and walks through their own cover is easier to follow and easier to act on.
With Personaliz.ai, premiums, dates, sums insured and claim status are drawn on screen from each customer's record, so one template produces a personal video for every policyholder, in their own language.
Renew from inside the video, on the web or WhatsApp
Every video opens as a link on the web, with buttons on top of the video to renew, see the cover or talk to an agent. The same rendered video can be sent inside WhatsApp with quick-reply buttons, so the customer renews where they already are.
Teams with strict data rules can run the Personaliz.ai player on-premise, so policyholder data never leaves their network.
Frequently asked questions
How do insurers use Personaliz.ai?
Insurers use Personaliz.ai to send personalized renewal reminders, premium due notices, claims updates, onboarding and policy explainer videos, each addressed to the policyholder by name and showing their own policy details.
Can customers renew a policy from inside a Personaliz.ai video?
Yes. Personaliz.ai videos can carry buttons such as Renew now, See my cover or Talk to an agent, on the web and inside WhatsApp.
Can Personaliz.ai show a customer's premium or renewal date in the video?
Yes. Personaliz.ai draws text, figures and charts over the video from each customer's record, so values like premiums and renewal dates appear in that customer's video only.
Can insurance videos be sent in Hindi, Arabic or other languages?
Yes. Personaliz.ai supports a video and on-screen text per language, including Arabic and other right-to-left scripts, with a language switch inside the player.