Show your clients what's happening in their policies with personalized video briefings
Request a DemoYou spend hours each month fielding the same client questions. Are my premiums changing? Do I have enough coverage? What does my renewal look like? Your clients want proactive communication. They want to feel like you're on top of their book. But creating and delivering personalized updates for every single client takes time you don't have.
By the time you finish the fourth explanation of why their rates went up, you're behind on prospecting. Your book isn't growing. Your clients aren't engaged. The relationship stays transactional. And somewhere in that time crunch, you miss renewal deadlines and lapse opportunities that could have been your highest-margin business.
PolicyPulse connects to your agency management system and generates a personalized video briefing for each client every month. The video shows exactly what matters to them: renewal dates, coverage changes, rate trends, and next steps. In their language. In your voice. No templates. No generic content. Every video reflects their actual book of business and their actual risk profile.
Connect your AMS and PolicyPulse pulls live data on renewals, lapses, and coverage gaps. Every video reflects your client's actual book of business without manual data entry.
Record once. Your narration powers every client video. Personalization at scale without sounding robotic or impersonal.
Monthly, quarterly, or milestone-triggered. Videos land in client email on schedule. You set the cadence and forget it.
Every client watches on any device. Responsive player, no plugins. Click once. Video plays. No friction.
Archiving, audit trails, and consent management built in. Every video is documented for your records and regulators.
See who watched, when they watched, and how long they stayed. Learn what content resonates with your book.
Three steps to proactive client communication and reduced inbound calls:
PolicyPulse syncs with Applied, AMS360, Brokertech, or other platforms in minutes. Secure two-way integration pulls your client and policy data.
Spend 15 minutes recording your intro and key talking points. Your voice becomes the foundation for every client video, month after month.
Set your schedule (monthly, quarterly, event-triggered). PolicyPulse generates and delivers personalized briefings automatically, forever.
Clients have answers before they call you. Your team spends less time on routine "what about my renewal" questions.
Monthly video equals monthly touchpoint. Clients remember you're paying attention. Your book stays engaged and loyal.
Videos highlight gaps, lapses, and cross-sell moments. You know exactly where to focus new business conversations.
One voice. Hundreds of personalized videos. No extra hours. No admin overhead.
Clients see you as organized, attentive, and ahead of the curve. Not reactive. Not behind on their business.
Video is how clients prefer to consume complex information. Keep up with their expectations, not your legacy systems.
Agents using PolicyPulse report:
Fewer routine inbound calls per month. Real time back for prospecting.
Hours saved per week on client update calls and explanations.
Increase in cross-sell opportunities identified and acted upon quarterly.
Client video view rates achieved within 48 hours of delivery.
PolicyPulse works for independent agents, small agencies, and regional brokers nationwide. See how it connects to your AMS and creates your first client briefing in a personalized walkthrough.
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