Life and annuity agents: send the illustration as a video they will watch
Docs2Video turns a dense life illustration or annuity contract into a short, branded, narrated video — easy to watch, and easy to share with a spouse before a decision.
2,500 free credits to start — about 1 videosSee one play
Sound familiar?
Illustrations are long and dense
Pages of tables and footnotes. It’s easy for a client to flip to the premium and skip the rest.
The explaining falls on you
You walk through the same numbers again on every call, or build a summary by hand.
Decisions stall on confusion
When a client isn’t sure what they are looking at, the easy answer is “let me think about it.”
Three steps to clarity
- 01
Upload your policy illustration
A PDF, Word file or PowerPoint. It reads the whole document and finds the points that matter.
- 02
Check the script, pick a style
Read the narration and change anything before the video is made. Add your logo and your client’s name.
- 03
Send one link
Your client watches on any phone or laptop — no app, no login. You get an alert when they open it.
Before & after Docs2Video
Built for life insurance & annuities work
Uses insurance wording
The script is written in plain language with the terms your field uses — like policyholder, coverage, protection.
Adds the fine print
A standard insurance disclaimer is added to the video for you.
Your brand, your real logo
Your uploaded logo (never an AI-drawn one), your colors, and your client’s name on the cover.
A share page, not just a file
One link that plays on any phone or laptop, with an optional booking button and a quote with your own payment link.