cLIENT CASE STUDy
Palomar Insurance
Palomar Insurance, a leading player in the insurance industry, distinguishes itself through a commitment to delivering innovative and tailored solutions to its clients. With a customer-centric approach, Palomar Insurance leverages its extensive expertise to provide comprehensive coverage across diverse sectors. Renowned for its reliability and personalized service, Palomar Insurance stands as a trusted partner, navigating the complexities of risk management for its clients.
4 Branded Training Videos
Approximately 4 Minutes in Length Each
Training Video to Reduce Client Services Call Volume
The Challenge
Palomar contacted Conway Marketing Group to produce useful and informative training videos for their updated platform called PASS. The PASS system enables Producers to submit, quote, bind, and issue policies online for eligible properties.
Palomar identified that its Producers were relying on Client Services for training on the new PASS system, the client aimed to reduce the volume of these calls by creating simple and well-explained training videos.
Services
Videography
Creative Services
Social Media
Email Marketing
DELIVERABLES & ACTIVITIES
What We Delivered
- Review and Analysis: Conducted a comprehensive review and analysis of Palomar’s PASS training videos, assessing narrative flow, instructional messaging, visual clarity, auditory elements, and branding coherence. Identified areas for improvement based on established criteria.
- Rebranding and Brand Integration: Strategically integrated Palomar’s branding elements into four 4-minute-long training videos for Producers. Replaced existing branding with Palomar’s identity, including colors, graphics, typography, and a brief introduction featuring Palomar branding.
- Content Optimization: Streamlined video content to focus on generating or obtaining quotes for earthquake, flood, and hurricane coverage through Palomar’s PASS system. Emphasized key features and step-by-step instructions to enhance learning outcomes and reduce complexity.
- Visual Enhancements: Enhanced visual elements with visually engaging graphics and animations. Ensured all visuals aligned with Palomar’s brand guidelines to improve aesthetics and reinforce brand identity throughout the videos.
- Narrative Refinement: Refined narrative structure to effectively communicate the benefits of the PASS system to Producers. Ensured the storyline resonated with the target audience, highlighting system capabilities and operational advantages.
- Client Collaboration and Feedback Integration: Maintained transparent communication and collaboration with Palomar throughout production. Promptly incorporated client feedback to align videos with Palomar’s strategic vision and training objectives.
- Final Production: Delivered finalized PASS training videos in specified formats compatible across platforms. Prepared videos for seamless integration into Palomar’s training resources to facilitate efficient onboarding and reduce client service inquiries.
- Operational Impact: Optimized videos serve as integral components of Palomar’s onboarding process, empowering Producers with comprehensive knowledge. Videos reduce reliance on client services for training, enhancing operational efficiencies and user satisfaction.
OUR IMPACT
The Results
The training videos effectively served as a resource for new producers and existing ones who needed guidance with Palomar’s new PASS system. As a result, Palomar was able to minimize the number of calls to their Client Services department. These instructional videos are informative and user-friendly, providing great assistance to anyone trying to navigate the new system. They can easily be accessed on Palomar’s website and have proven to be a valuable tool for producers. The seamless partnership between Palomar and CMG to produce these videos was an overwhelming success, demonstrating the benefits of a collaborative approach.
1
Narrator
1+
Video Scripts
10+
Production Hours
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