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AI Personalised Reels · Insurance Onboarding

A personalised welcome reel for every new policyholder.

Their first 30 days decide the next 10 years. A short vertical reel — in their language, built from their policy data — turns a welcome kit into a real beginning. Across health, life, term, home, and auto.
0

Short, vertical format

0

Languages supported

0

Message open rate

Spanish

Audio language

Day 1

Welcome reel sent
Welcome, Marcus · Auto Policy
Welcome to Amplispot Auto

Here's how to use your policy from day one.

Plan Comprehensive+
Coverag$42,000
Joined 2 days ago
The first-30-day problem

A new policy is just paperwork untilsomeone explains it.

Half of new policyholders never read the welcome kit. Most don't know what their plan actually covers, how to file a claim, or who their advisor is. By the time they need their policy, they don't trust it. The first 30 days decide the next 10 years.

Onboarding isn't a paperwork problem. It's an understanding problem.

What it does

Every new policyholder gets their own onboarding reel series.

Delivered to their phone in the first 30 days. No app, no login, no install. Across auto, health, term, life, and home — built from their actual policy.
01 / Data-driven

Feels like it was made just for them

Name, plan, coverage, premium — pulled live from your policy system. Every reel is unique to that customer.
02 / Multilingual

Heard in their own language

English, Spanish, French, Mandarin and more — auto-generated per customer, matched to their preference.
03 / Timed

Arrives exactly when it matters

Day 1, Day 7, Day 14, Day 30 — your onboarding team sets the cadence, we run the motion.
04 / Agent-first

Ends with their advisor, not a 1-800

Each reel routes the new customer back to their named advisor — building the relationship from day one, not after the first problem.
The reel journey

A 30-day journey.
Built to make them feel covered.

Four reels across the first month. Each one teaches one thing the new policyholder actually needs — and ends with their advisor, not a help-desk link.
Day 1 · Welcome

They feel like a customer, not a number.

The journey opens within hours of policy issue. The new customer sees their name, their plan, their coverage — and a 30-second reel from their advisor welcoming them personally. The relationship starts before the first problem.
The first message a new customer receives sets the tone for every message after it. A welcome reel changes the entire relationship.
Welcome, Sarah · Health Policy
Welcome

You're now covered for

$500K
Plan Family PPO
Members 4 covered
Active since2 days
For Sarah · Health Policy
Your Coverage

Your plan includes

✓ Hospitalization$500K
✓ Outpatient careCovered
✓ Wellness benefit+20%
✓ Pre-existing coverActive
✓ Annual checkupIncluded
Day 7 · Coverage walkthrough

They actually know what they're covered for.

A 30-second walkthrough of every benefit on their specific plan. Not a 40-page PDF — a clear visual reel that turns "I have insurance" into "I know exactly what my insurance does." Built personally from their policy schedule.
A customer who understands their coverage in week one is the customer who renews in year three. That clarity has to be built early, or it never gets built at all.
Day 14 · How to use it

They know exactly what to do when something happens.

Filing a claim, finding an in-network provider, accessing the wellness benefit — all walked through in their own reel, with the in-network hospitals nearest to their home address shown on screen. The hardest moment of being a policyholder, made simple before it ever arrives.
The customer who knows how to file a claim before they need to file one is the customer who never blames you when they finally do.
For Sarah · Health Policy
How to file a claim

Cashless network nearest to you

3
hospitals
Mount Sinai1.4 mi
NYU Langone2.1 mi
Lenox Hill 2.8 mi
For Sarah · Health Policy
Meet your advisor

Your dedicated point of contact

AdvisorJames R.
Direct line(212) 555-0142
Office Manhattan
AvailableMon-Fri 9-6
Day 30 · Meet your advisor

They have a name and a face, not a 1-800.

The journey closes with a personal reel from their named advisor. Photo, contact, calendar link, voice. The customer ends month one knowing who to call, what they're covered for, and how to use it. Onboarding becomes the moment a relationship begins, not the moment a customer disappears into a CRM.
The new customer who knows their advisor by name in month one is the customer who renews in year five — and refers a friend in year two.
Why it lands

Three numbers that change your first-year retention.

95%+

Message open rate

Delivered directly to the channel your customers already check. The right format, in the right place, at the right moment in the renewal cycle.

8+

Languages supported

English, Spanish, French, Mandarin and more — auto-generated per customer from their data, not a roadmap item.

Measurable

First-year retention lift

In managed pilots, AI Personalised Reels produced consistent, measurable gains on this metric vs. legacy reminder workflows. Pilot data shared on request.
Built for insurance

Built around your onboarding flow, notbolted on to it.

Managed end-to-end by Amplispot. Triggers on policy issue, runs the 30-day series, hands off to your advisor. Your team never touches a video editor.

Managed service

Tech, design, and ops handled in-house. You get outcomes, not a tool.

Policy system integration

Secure pulls from your core systems. Real data, real personalisation, real compliance.

Multilingual by default

Audio auto-generates in the customer's preferred language. Eight languages supported out of the box, more on request.

Configurable cadence

Day 1, Day 7, Day 14, Day 30 — you set the onboarding rhythm, we run the motion. Triggers on policy issue automatically.

Channel-native delivery

No app, no install, no login. A link in a message. A reel player in the browser — on any device, any channel.

Advisor-routing built in

The journey closes by routing the customer back to their named advisor, not a generic link.

Enterprise scale

Built for high-volume new business. Renders personalised onboarding reels across every new policy issued — every day, automatically.
What you see back

Every tap is a signal. Every reel is measurable.

Unlike a PDF welcome kit nobody opens, every onboarding journey gives your team a clear view of which new customers actually understood their policy.

Opens

Reels watched

Drop-off points

Advisor clicks

Advisor calls booked

See an onboarding reel built from a real new policy.

Send us a sample of your new business data — policy schedules, advisor assignments, and product mix. We'll build a live 30-day onboarding reel flow for a real new policyholder, so you can see exactly what your customers would receive in week one, before you commit to anything.

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Founded 2017 · Headquartered in Mumbai, India · Serving customers globally
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