How to Use Video to Engage with a Video Handshake

Video is big. It is really big!

Loom Video Handshake Example

According to an article posted on the YouTube Official Blog, people around the world are now watching a billion hours of YouTube’s content every day. And, over half of those views are coming from mobile devices.

Agency Video Use

I have been talking about the importance of video for an insurance agency for a long time here, here, and here. The number of organizations I talk to that are actively using video is small. The ones that are, create coverage explanation videos to put on their YouTube channel and their website. Coverage videos are a terrific way to start using video effectively.

Another way to incorporate the use of video into your standard workflow is by sending video email follow-ups. The technology to deliver videos as part of your email follow-up continues to improve. In this TechTip, I want to focus on how producers can use video as a follow-up tool. I call it the video handshake.

A video handshake can be especially useful for those smaller accounts where it just doesn’t make sense for a producer to see the prospect or client face to face physically.

The equipment necessary to get started is simple and inexpensive. I use and recommend the Logitech WebCam HD C920 or C922 (less than $100 on Amazon), a microphone (the microphone built into the Logitech WebCam is certainly adequate to get started), and decent lighting. Standard office lighting should work just fine to get started.

Create a Script

Next, create a simple video handshake script you can use to make sure you do not fumble over your words. Something like this should work just fine:

Introduce Yourself: “Hi, I’m Steve. I know it’s nice to put a face to the name…”

Recap Key Points: Briefly cover the key points from your conversation quickly. It helps to write them down as bullet points before you record your video. This way you do not ramble and stay on track.

Talk about the Next Step: Remind them about the time of your next call or meeting, or the action you want them to take.

You can just type this into a document and have it on your computer screen as you are recording your video mail.

And, don’t obsess over the quality of the video. Mistakes are okay. Fumbling a few words is okay. You want to come across as a real person, not an actor, so be yourself. Understand that the first few times you record yourself you will likely hate it.

Send it off anyway. You are better off getting it done than waiting until it’s perfect because perfection will never come.

Video Recording Platforms

Below are some paid services and free tools that I have come across that you can begin exploring as possible options. This list is not an exhaustive list of everything that might be available. There are some advantages to using a platform created for hosting and sending short videos. The free services allow you to experiment to see how it might work.

Paid Platforms

Free or close to free

  • Screencastify ( – Requires Chrome browser, $24 annual cost. This platform gives you the option of saving the video recording to your local drive or to a Google Drive account.
  • Loom ( – Requires Chrome Browser, currently free. This is a new platform that I have been testing. The recorded videos are available much faster than other platforms. I suspect there will be a paid premium version at some point in the near future.

Both of the above free platforms allow you to capture your screen as well as video of yourself talking. This could be a terrific way to create and deliver an “Insurance Video Proposal.” Create a similar script as described above to highlight the PDF proposal on the screen and talk about key points. Again, the purpose is to put a face with a name to create better engagement.

Just do it!

I can tell you from personal experience that you will have to push yourself to start using video handshakes in your emails and sending them out. There is just something off-putting about seeing yourself on video. And, people are watching more and more video on YouTube, Facebook, and even LinkedIn.

Are you currently using video to engage with your prospects and clients? If so, how? If not, why not?

Steve Anderson provides information to insurance agents about how they can use technology to increase revenue and/or reduce expenses. He speaks professionally to hundreds of agents each year on the future of technology, the social web, and how insurance agencies can establish their Internet presence.

Please note: I reserve the right to delete comments that are offensive or off-topic.

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2 thoughts on “How to Use Video to Engage with a Video Handshake

  1. Zoom can be a great option for video conferencing. I had not thought about using it for just video recording and/or internal office communication. I’ll take a look at doing a full review in the near future. Thanks for the comment Bill.

  2. Great topic for TechTips Steve! Our organization has tried a number of platforms for taking advantage of all that video/collaboration applications have to offer today, and (after trying GoToMeeting, Webex, and BlueJeans) found Zoom, and are very pleased with its performance thus far. Even its Basic (free) version has great capabilities. We use the Zoom IM feature internally in the office, and the doc sharing and video conferencing / recording capability with client agencies. We use it with Microsoft HD-3000 webcams at the desktop level, and as a bonus, it also runs the LifeSize video conferencing equipment in our three large conference rooms. Would be interested in your review of Zoom, found at