Interactive video for insurance agents and agencies
VideoSaysHi turns a short video into a guided quote request. Prospects tap Auto, Home or Life, answer two quick questions about timing and what matters most, and book a quote call. You know who’s ready to switch before you dial.
Your quote video asks, prospects answer, and you get quote calls with the details.
From $49/month · AI Builder on Pro and Agency · Works on every phone
Most quote requests are a name and a phone number, and many never pick up. VideoSaysHi tells you which cover they want, when their policy renews and what matters most to them, before you call.
Features
Each feature in plain words, and what it means for your business.
Your video asks “What would you like a quote for?” and each answer plays its own video and questions.
For you: a car owner and a new parent each hear the right message, from one link.
The video pauses and prospects tap what they want a quote for: auto, home, life or a bundle.
For you: you know which quote to prepare before you call.
A pop-up on the video invites viewers to a free policy review with its own button, then the video carries on.
For you: shoppers get an easy first step instead of a hard sell.
Three quick questions with right answers. Everyone gets the right next video and a step to book a quote.
For you: prospects learn the basics from you, and remember who explained them.
Prospects pick a time from your calendar without leaving the video. Confirmations and reminders are sent for you.
For you: quote calls land on your calendar, even after the office closes.
The moment someone finishes you get an email alert, and a short AI brief shows the cover they want, when it renews and what matters most.
For you: call the people shopping this month first.
One list of every lead, scored by their answers, with notes and status.
For you: Call the people renewing soon first.
See which path they chose, what they watched and where they stopped.
For you: See whether they watched your life insurance video before you call.
Questions and forms fit any phone screen, from a social link, a text or an email.
For you: Most shoppers compare quotes on their phone. It just works.
Views, answers and drop-off for every step of the funnel.
For you: See which video brings in the most quote calls.
Before you call
What you know about a new lead before you pick up the phone.
| What you know | A plain contact form | VideoSaysHi funnel |
|---|---|---|
| Name, email and phone | Yes | Yes |
| Auto, home or life | No | Yes |
| When their policy renews | No | Yes |
| What matters most to them | No | Yes |
| A time booked on your calendar | No | Yes |
| A hot, warm or cold score | No | Yes |
| An AI brief of what they want | No | Yes |
How it works
Start blank and add your own videos, or let AI Builder (Pro and Agency) plan the paths, questions and scripts.
Life or home insurance, a home loan, or just a quote. Each path plays its own short video.
“When are you looking to move ahead?” and “What matters most to you?”
Name, email and phone with consent. People ready this month go straight to booking a call.
A lead alert, a hot-lead score and an AI brief of what they want.
Use it everywhere you market
Every funnel has one share link and a QR code. Put it anywhere you post.
Replace a plain quote form with a short welcome from you.
Use the funnel link as your booking link, so searchers meet you before they call.
Send clicks from quote ads to a video that qualifies, not a long form.
Add the link to renewal reminders so clients book a review themselves.
Show the QR code at your desk or booth, or run the funnel on a tablet in kiosk mode.
Agency gives each office its own workspace, funnels and leads.
Integrations
Each lead arrives with their answers, score and booking. The label shows which plan includes it.
Viewers book a time on the video or message you. The built-in calendar checks your calendar so busy times are never offered.
Every new lead goes where you already work, with answers and score.
Grow your list with people who said yes to marketing emails.
Using an agency management system or a quoting tool? Send new leads by webhook (Pro) or Zapier (Agency) if it accepts leads that way, or work them from Leads and Google Sheets.
AI Builder · Pro and Agency
Tap Insurance, add a line about your business, and AI writes the paths, questions and video scripts. Download the scripts as a PDF and record on your phone.
Build my quote funnelInsurance agency in Dallas · auto, home and life · book a quote call
Keep the funnel about the quote. Ask which cover they want, when it renews and how to reach them. Keep health questions, Social Security numbers and payment details in your quoting system, not in a funnel.
Do the maths
Put in your own numbers. This is simple maths, not a promise.
$2,000a month
$24,000a year
That is about 20× the cost of Pro ($99/month).
Pricing
Paid plans only, no long contracts. Most agents start on Pro.
Pay once a year for Starter or Pro. Same limits as monthly; plays, submissions, AI and emails reset every month.
$49/month
$490/year
≈ $40.83/mo · save $98
Start with one product
$99/month
$990/year
≈ $82.50/mo · save $198
Every product and campaign
$299/month
Monthly only
Agencies with several producers
FAQ
No. Use videos you already have, film short clips on your phone, or record in the app with the built-in teleprompter. AI Builder (Pro and Agency) writes a short script for every video.
Yes. Add a Book a call element or a booking step. Viewers see your next open times and book without leaving the video. Use the built-in calendar linked to your Google, Outlook or Apple calendar, or send them to Calendly or Cal.com. Confirmation emails, reminders and a calendar invite are sent for you.
Yes. Add a file upload to the form. Prospects can send a photo or PDF of their current policy, up to 3 files, and you see them with their answers in Leads.
Not directly. New leads arrive by instant email alert and in Leads, and Pro can send them to Google Sheets, HubSpot or a webhook. Agency adds Zapier and GoHighLevel. If your system accepts leads by webhook or Zapier, you can connect it that way.
Yes. Starter and Pro can be paid once a year: $490 and $990, which is two months free. Limits are the same as monthly, and plays, submissions, AI and emails still reset every month. Agency is billed monthly.
No. Plans start at $49 a month and you can cancel any time. Your plan stays active until the end of the period you paid for.
Yes, on the Agency plan. It includes 3 team members with roles and up to 3 workspaces, so each office or producer team can have its own funnels and leads.
From the blog
Set up your first quote funnel today. Start blank, or let AI Builder plan it on Pro and Agency.
