QuoteVids Setup

Benefits of QuoteVids over tools like Loom:

• QuoteVids are FULLY BRANDED to your agency, website, and staff

• videos are no-indexed from Google and password protected for E&O & client privacy purposes

• you are notified when your prospect logs in to watch the video

• you are notified when your prospect accepts your proposal

• several call-to-action sections to drive traffic to other pages

• option to embed calendars, videos, Google reviews, or other embeddable assets

• CRM integrations coming soon (trigger automation when someone accepts your proposal)

• custom Thank You screen with video and call-to-action

• redirect accepted quotes to eSignature software, raters, and more

• increased time-on-site, a.k.a. session duration, for added SEO benefits
  

1.) use Google Chrome browser when creating QuoteVids (Safari & Edge can be super buggy with screen recorders)

2.) use a USB or 3.5mm mic (or bluetooth earbuds) if possible. If you use your computer audio by itself, it's going to sound horrible and your prospect or client will notice that quickly and not watch the entire video. This is the mic I use, but this one is good too if you don't want to look like a complete nerd like me.

3.) remember to look into the camera, smile, be funny, show off your personality...that is what differentiates you from other agents and makes a big impact with your prospects and customers. You are the only you on this planet, that's what makes you different and better than other agents, am I right?!

4.) QuoteVids are great for new business & renewal quoting, and even customer service & claims scenarios.

Step 1.) Sign up for a Zapier parser mailbox here: https://parser.zapier.com

Step 2.) Login to Zapier to create the new zap here: https://zapier.com

Your CRM must have Zapier connectivity for this to work. AgencyZoom, Better Agency, InsuredMine, EzLynx, NowCerts, and many other CRMs do in fact have Zapier integration. If you are unsure, ask your CRM customer support.

Almost 100% of the time, you won't need this, but in the event that you have a video that was created somewhere else, you can embed it inside of a QuoteVid if need be.