A personalised upgrade journey for every policyholder.
Short, vertical, spoken in their language — built to mark the moments that matter. Policy anniversaries, claim-free years, loyalty rewards, discount unlocks. Across health, auto, home, life, and term.
Your plan covers $500K. One hospital stay can cost more.
Current cover$500K
Upgrade to$1M
Premium delta+$38/mo
The upsell gap
Your best upsell window isn't in the call centre. It's on their phone.
Upsell calls are expensive, intrusive, and increasingly ignored. Email upgrade offers get archived. The customer who would happily pay more for better cover is the one who never picks up — not because they're uninterested, but because the pitch never reached them in a format they engage with.
Upsell isn't a pitch problem. It's a timing problem.
What it does
Every policyholder gets their ownpersonalised upgrade reel.
Delivered to their phone. No app, no login, no install. Works across supplemental health, auto add-ons, home coverage upgrades, and life rider cross-sells.
01 / Gap-aware
Built from their actual coverage gap
Current plan, current premium, the exact delta to the next tier — pulled live from your policy system. Every reel speaks to one customer's real upgrade path.
One journey. From oblivious to asking for the upgrade.
Short, vertical, one idea per clip. Each reel earns the next — the customer asks about the upgrade because they see why they need it, not because they were sold to.
Recognition
They see their current plan, clearly.
The journey opens with the customer's existing coverage on screen — not a generic upgrade pitch. Their plan, their premium, their family, their numbers. Attention is earned before a single upgrade word is spoken.
You can't sell an upgrade to a customer who doesn't remember what they already have.
For Sarah · Health Policy
Your Plan
Your family is covered for
$500K
Plan
Family PPO
Members
4 covered
Premium$2,840 / yr
For Sarah · Health Policy
What Your Plan Misses
Gaps in your current cover
✓ In-network surgeryCovered
✕ Out-of-network ICUNot covered
✕ Overseas emergency
Not covered
✕ Advanced cancer carePartial
✕ Dependent past 18Not covered
Gap Revealed
They see what their plan doesn't cover.
Without alarm, without jargon — the reel shows the real-world scenarios the customer's current plan doesn't cover. An ICU stay past 30 days. A surgery in another state. A child turning 18 and aging off. Quiet, factual, personal.
A coverage gap shown is a coverage gap closed. A coverage gap explained after the fact is a complaint letter.
Upgrade Unlocked · The Peak
The upgrade becomes a choice, not a sell.
The emotional high point. The reel shows exactly what the upgrade covers, what it costs, what it would have paid in a real scenario — and how easy it is. The customer sees a decision, not a pitch.
The upgrade that feels like protection gets bought. The upgrade that feels like marketing gets ignored.
For Sarah · Health Policy
Your Upgrade
Double your cover for
+$38 / mo
New cover$1,000,000
Out-of-networkIncluded
Overseas
Included
Dependent age cap
26 yrs
For Sarah · Health Policy
Talk to your advisor
Ready when you are
Upgrade to
Family PPO+
New premium
$3,296 / yr
With you since
4 years
Your advisorJames R.
Warm Handoff
They ask their advisor — already warm.
By the time the handoff arrives, the customer understands their current plan, the gap, and the upgrade. The advisor isn't cold-pitching an upsell — they're answering a question the customer already has.
A warm customer asking their advisor beats ten cold upgrade calls on a dialler.
Why it lands
Three numbers that change your upgrade revenue.
95%+
Message open rate
Delivered directly to the channel your customers already check. The right format, at the right moment in their life stage.
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 book, not retrofitted into it.
Managed end-to-end by Amplispot. Works across health, auto, home, life, and term upsells. 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 policy and customer systems. Real data, real gaps, real upgrade paths — not a generic pitch.
Multilingual by default
Audio auto-generates in the customer's preferred language. Eight languages supported out of the box, more on request.
Life-stage triggered cadence
Policy anniversary, age band crossed, dependent added, claim event, tenure milestone — you set the triggers, we run the motion.
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.
Agent-routing built in
The journey closes by routing the customer back to their named advisor, not a generic pay link.
Enterprise scale
Built for large books. Renders personalised upgrade reels across hundreds of thousands of policyholders — every campaign, every segment.
What you see back
Every tap is a signal. Every reel is measurable.
Unlike a cold upgrade call, every reel gives your growth team a clear view of what actually resonated — and with whom.
Opens
Reels watched
Drop-off points
Advisor clicks
Upgrades closed
See an upgrade reel built from your own book.
Send us a sample of your policy data and a set of customers you think should be upgrading. We'll build a live personalised upgrade reel flow for a real cohort — so you can see exactly what your customers would see, in their own language, before you commit to anything.