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The Video-Driven Transformation

Accelerating Modernization in Claims, CX, and Operations

The Modernization Paradox

The insurance industry is in a high-stakes modernization race, driven by pressure from agile InsurTech competitors and escalating customer expectations. Carriers are making unprecedented investments in digital transformation, yet a dangerous gap has emerged between expenditure and its realized value.

The Investment-Value Gap

A staggering majority of transformation initiatives fail to achieve their goals, creating a direct threat to profitability.

The Cost of Customer Churn

Friction from poorly adopted technology contributes to an annual loss of $15.5M from customer churn alone for a mid-sized insurer.

The Impact of Bad Data

Poor data quality, a direct symptom of this friction, can cost carriers between 15-25% of their total revenue.

The Core Problem Isn't Technology

The core problem is not a failure to acquire technology, but a systemic failure to drive its adoption. Therefore, before you invest another dollar in new platforms, you must first solve the human challenge of adoption.

The Vicious Cycle of Debt

The "Modernization Paradox" describes a scenario where insurers invest in new tech to escape legacy systems, yet the culture built around those old systems sabotages the new tools. This is fueled by a cycle of technical and cultural debt.

Legacy systems enforce rigid workflows, conditioning employees to cumbersome processes. When a new digital tool clashes with their reality, it's not abstract resistance—it's daily friction. 59% of leaders cite challenges with user adoption as a primary reason for failure.

The Accelerator: The Digital Transformation Video Sequence (DTVS)

Breaking the cycle requires addressing the human element of change. To counter this, we have codified the Digital Transformation Video Sequence (DTVS). This is not just a collection of videos, but a structured communication methodology from AdVids designed to solve the adoption problem.

A Strategic De-Risking Tool

Initiatives with a solid change management strategy are significantly more likely to succeed. The DTVS provides the engine for a robust communication and education campaign.

Internal Adoption: Modernizing Your Workforce

The DTVS provides a clear roadmap for guiding employees through major projects, like a new claims system, replacing outdated training with a modern, continuous learning journey.

1. Awareness & Vision

Build buy-in with leadership-led videos that articulate the strategic "why" behind the change, creating a shared vision.

2. Education & Skills

Create a library of micro-learning videos for just-in-time learning, delivered via an intranet or a Digital Adoption Platform (DAP).

3. Reinforcement

Maintain momentum post-rollout by sharing "quick wins" and peer testimonials to make benefits tangible and combat change fatigue.

4. Support & Improvement

Establish a sustainable support model with a searchable video library of "how-to" guides, reducing reliance on IT helpdesks.

Mini-Case Study: Sentry Insurance

Sentry needed to empower its teams on new digital platforms but found traditional training methods inefficient. The lack of in-app, on-demand support was hindering proficiency and ROI.

They implemented a DAP to execute a DTVS-style strategy, building a library of personalized, in-app learning experiences.

$950,000+

in savings within 12 months

40%

Reduction in training content creation time

The in-app guidance also led to a drastic reduction in policy and claims processing errors, directly proving the ROI.

The Heart of Insurance: The Claims Experience

A claim is the single most important and emotionally charged interaction a policyholder has. The traditional claims process often exacerbates stress, eroding trust. When claimants feel unheard, they are far more likely to seek legal counsel.

Therefore, embedding empathy into the claims process is not a "soft" initiative; it is a core business strategy.

The Empathetic Claims Journey Visualization (ECJV)

The ECJV is our proprietary framework from AdVids designed to redesign the claims experience by integrating targeted, empathetic video interventions at every critical stage.

First Notice of Loss (FNOL)
Pain Point: High stress, incomplete data, high call volume.
Intervention: Guided video submission & "what to expect" videos.
Impact: Faster data capture, reduced anxiety, call deflection.
Damage Assessment
Pain Point: Delays, travel costs, subjective reporting.
Impact: Instant assessment, up to 80% cost reduction, objective data.
Status Updates
Pain Point: Communication "black hole," high anxiety, repetitive calls.
Intervention: Proactive, personalized video updates.
Impact: Increased transparency, lower costs, reduced anxiety.
Settlement Offer
Pain Point: Complex docs, lack of clarity, disputes.
Intervention: Personalized video explaining the settlement breakdown.
Impact: Better comprehension, feeling of fairness, reduced litigation.
Resolution & Closure
Pain Point: Impersonal end, missed opportunity.
Intervention: Personalized thank you video, request for a video testimonial.
Impact: Higher claimant satisfaction, positive brand perception.

Mini-Case Study: AXA Greece Transforms Claims

AXA's traditional claims process was slow, leading to customer dissatisfaction. In partnership with a visual assistance provider, AXA developed the "MyAXAway" app, allowing policyholders to connect via live video to report damage, directly implementing ECJV principles.

Transformative Results

A profound increase in claimant satisfaction and loyalty.

Claims Time Slashed to

15 Minutes

The Strategic Imperative

You must treat the emotional journey of the claimant with the same strategic importance as the financial transaction. Integrating empathy is not just good service; it's a fundamental business strategy for the modern insurer.

Bridging the Divide: From Legacy to Digital

For established carriers, modernization is uniquely challenging. Their legacy systems are robust, but their greatest strength—stability—is now their greatest weakness. Built with monolithic architectures, these systems are inherently rigid.

LEGACY DIGITAL

Trapped by Past Success

The technical hurdles are immense, from a lack of modern APIs to a shrinking pool of IT talent. A full "rip and replace strategy" is prohibitively expensive. This leaves many carriers trapped, challenged to innovate without abandoning the core systems that run the business.

The Legacy-to-Digital Video Bridge (LDVB)

The LDVB is our recommended architectural strategy from AdVids. It offers a pragmatic alternative, designed to intelligently connect stable legacy assets to modern video capabilities without the immense risk of overhauling core systems.

1. API Encapsulation

Use middleware solutions to "wrap" key legacy functions in modern APIs. This creates a secure communication layer without altering core code.

2. Adopt the Strangler Pattern

This enables a gradual migration. "Strangle" one module at a time, like launching a video FNOL system that passes data to the legacy backend.

3. Ensure Data Synchronization

Implement robust ETL processes to ensure data remains consistent, maintaining a single source of truth between new and old systems.

AdVids Warning: The Hidden Complexity of Integration

Legacy systems often contain inconsistent, poor-quality data. Without a rigorous data cleansing strategy as part of the LDVB implementation, your new applications will be fed unreliable information, leading to errors and a failure to achieve ROI. The bridge is only as strong as the data that crosses it.

Case Study: P&C Insurer's Incremental Modernization

A U.S. P&C insurer was constrained by its legacy system. Adopting an LDVB-style incremental modernization strategy, they used API integration to connect new digital tools while rehosting legacy functions on a modern, cloud-based infrastructure.

Productivity Jump

The Next Frontier

Video as the Interface for AI, AR, and VR

Artificial Intelligence (AI)

AI serves as the engine for personalizing video communications at scale. When a policyholder submits a video, computer vision algorithms can instantly assess damage. AI-powered sentiment analysis can analyze a claimant's voice to flag potential dissatisfaction.

AI

AdVids Perspective: The Human Element is Non-Negotiable

Technology is the tool; the human connection is the differentiator. AI should augment, not replace, human expertise, freeing up professionals to apply nuanced judgment and show empathy.
1.5m

Augmented Reality (AR)

AR's most powerful application is overlaying digital information onto a live video feed. This allows a remote adjuster to guide the policyholder, highlight damage, and take precise measurements directly through the customer's smartphone.

Virtual Reality (VR)

VR is revolutionizing training. For claims adjusters, it provides hands-on experience in a safe, controlled virtual environment to navigate hazards and make critical decisions without real-world risk.

Knowledge Retention

The impact is profound: VR training leads to a knowledge retention rate of 75% and can reduce time to full competency by up to 60%.

AdVids Perspective: The Technology Trap

The goal is not "touchless" claims. The true strategic advantage lies in "tech-enabled empathy." The most successful transformations use technology not to eliminate human interaction, but to make it more meaningful.

A Strategic Blueprint for Transformation

The Executive Playbook

Playbook for the Chief Claims Officer (CCO)

The mandate is to improve efficiency, reduce Loss Adjustment Expense (LAE), and elevate claimant satisfaction. A video-driven strategy is a powerful lever.

Benchmark Your Journey

Map your current claims lifecycle against the ECJV framework to highlight points of friction and bottlenecks.

Launch a Focused Pilot

Implement a pilot for video-first FNOL and remote assessment to create a powerful internal case study demonstrating ROI.

Measure and Scale

Track the pilot's impact on KPIs like cycle time, LAE, and claimant Net Promoter Score (NPS) to build the case for a wide rollout.

Champion an Adoption Framework

Position the DTVS as the standardized change management methodology for all new technology rollouts to de-risk investments.

Leverage Claims as a Flagship Case

Partner with the CCO to position the video-driven claims transformation as the flagship success story for the organization.

Architect the Bridge to the Future

Collaborate with IT to formally adopt the LDVB as the company's official modernization strategy.

Playbook for the Chief Digital Officer (CDO)

The CDO is tasked with realizing ROI from technology investments. Your role is to champion strategies that bridge the gap between implementation and transformation.

AdVids' Recommendation for Strategic Sequencing

For maximum impact with manageable risk, your organization should prioritize the ECJV framework within a single, high-volume line of business as the initial pilot. The visible success in claims—the heart of the insurance promise—will build the cultural and financial momentum needed to then fund and champion the broader internal and external adoption sequences of the DTVS. Start where the customer feels the most pain to generate the most significant strategic gain.

Your Transformation Starts Now

Video is more than a communication channel; it is a foundational technology for building a more efficient, empathetic, and resilient insurance enterprise. By adopting a strategic, human-centric approach, you can bridge the gap between investment and value, transforming your operations and securing your place in the future of insurance.

Measuring What Matters

The 2025 KPI Scorecard for Transformation

To thrive, leaders must adopt sophisticated Key Performance Indicators (KPIs) that measure the true impact of video on adoption, engagement, and operational intelligence.

Adoption Velocity Rate

Measures the speed at which users actively adopt a new digital tool. A high velocity rate is a leading indicator of long-term ROI.

Digital Engagement Score

A composite metric tracking the depth of interaction, such as completion rate of video tutorials and use of self-service features.

Claims Deflection Rate

Measures the percentage of claims resolved through digital, video-assisted channels without requiring a field adjuster or significant call center intervention.

Time-to-Competency Reduction

Tracks the time for a new employee to reach full productivity using video-based training compared to traditional methods.

Claims Deflection Rate
Time-to-Competency

The Next Wave of Innovation

Future Trends in Insurance Video

Hyper-Personalization at Scale

The future lies in dynamically generating video content based on a policyholder's complete data profile, such as illustrating why a premium changed using telematics data.

DATA

Advanced Video Analytics

Carriers will analyze viewer data to an unprecedented degree. Using heatmaps and eye-tracking analysis will identify which parts of a policy are most confusing.

Interactive & Branching Narratives

Training will evolve into "choose your own adventure" experiences. A branching narrative could show the consequences of a trainee's decisions.

Global Delivery and CDN

As video becomes central, a robust CDN (Content Delivery Network) strategy will be non-negotiable to ensure fast, reliable, and secure delivery across different regions.

Your Strategic Imperative

The industry's digital transformation is not a technology problem; it is a human adoption problem. The gap between investment and adoption is the single greatest threat to profitability and competitiveness today.

AdVids Perspective: Measuring the True ROI of Video

Measuring impact requires looking beyond simple metrics. Our ROI methodology assesses value across three critical dimensions.

Efficiency Gains

Quantifiable metrics like reduced claim cycle times, lower LAE, and decreased call center volume.

Experience Lift

Crucial metrics such as improved Net Promoter Scores (NPS) and higher policyholder retention rates.

Risk Mitigation

The strategic value of reduced litigation frequency, enhanced brand trust, and greater business agility.

A successful transformation delivers positive results across all three areas, proving that an investment in a better customer experience is also a direct investment in a more profitable and resilient business.

The path forward is clear. The choice is no longer if you should invest in technology, but how you will ensure those investments are adopted. This requires more than a vendor; it demands a strategic partner with a codified methodology for driving change.

The time to act is now.

Your competitors are not waiting, and neither are your customers. The video-driven transformation is the strategic imperative for survival and growth.