Case Studies & Video Testimonials
Insurance case study writing and video testimonials that give buyers credible proof.
We help insurance, insurtech and B2B companies turn customer wins into compelling success stories for your website, sales team, email, social media and executive outreach.
Case studies
Showcase real results, by sharing the stories of your people and their clients.
- Challenge
Brokers and buyers want proof, but clients rarely have time to write it down.
- Solution
We interview your team and your customer, share your story, and handle the approvals.
- Results
Credible proof that help close business.
- 2–4 page designed PDF
- + Short video reel option
Why case studies
Turn customer wins into trust-building sales assets
Insurance buyers are cautious and analytical. A customer story that mirrors their own situation, backed by real quotes and outcome numbers, is more persuasive than any brochure. Case studies can be effective in every stage of the buyer journey.
-
Awareness
Get noticed
Customer stories on LinkedIn and your website show prospects what’s possible.
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Evaluation
Build confidence
Challenge, solution and outcome show exactly how you solve problems like theirs.
-
Decision
Close with proof
Sales teams can share a peer’s results to overcome uncertainty and objections.
Two ways we can support you
Written case studies, video testimonial reels, or both
Written
Case studies
A polished success story told in your customer’s own words, with authentic quotes and key statistics.
How it works
- 1We interview you about the relationship, challenge, customer journey and outcomes.
- 2We interview your customer so they can tell the story in their own words.
- 3We write and refine a 2–4 page case study with authentic quotes and key statistics.
- 4You and your customer review and approve it for accuracy and brand alignment.
What you get
- A professionally designed 2–4 page PDF
- Three related social posts per case study
Video
Testimonial reels
Short, authentic video clips of customers talking about their experience and results, with no formal shoot required.
How it works
- 1We send testimonial prompts to your customers through a simple video platform.
- 2Customers record short responses on their own schedule.
- 3We produce short reels featuring your customers’ experience and results.
Where to use them
- Web pages, LinkedIn, email campaigns and sales follow-ups
- Executive viewpoints on industry trends
- Employee clips for recruiting and culture content
Want more from every story? Content Activation turns one case study into carousels, quote posts and stat posts for weeks of promotion.
Why customer stories work
They answer the questions every buyer is already asking
When a customer explains what changed and why the relationship mattered, buyers hear it from someone like them, not from you.
- ?Can they solve my problem?
- ?Do they understand my industry?
- ?Have they delivered results for companies like mine?
- ?Are they good to work with?
- ?Would their customers recommend them?
See one for yourself
Sample case study: a potato farm saves nearly $500K on health care
This two-page case study tells how a family-owned farm in rural Idaho moved to a direct-partnership health plan its workers love. This is just one example of how we can turn interviews into a designed, sales-ready stories.
- $500K
- in employer savings over four years
- 30%
- premium savings in the first year
- 95%
- plan participation
Should we do a video testimonial or a longer case study?
Short videos work for almost any satisfied customer, especially those comfortable on camera, and they’re great at the top of the funnel. Longer case studies fit customers with a relatable problem-and-solution journey and strong metrics. Many companies use both.
How do we ask a customer to participate?
Start with highly satisfied customers; they’re often glad to help, and a case study gives them publicity too. Have the account lead who knows them best make the request, explain the process briefly, and let them know they’ll review everything before it’s published.
Can the customer stay anonymous?
Yes. We can describe the customer without identifying them, using details like industry and company size.
What about sensitive client information?
We write around sensitive details, and you and your customer review the case study before publication.
When is the best time to create a case study?
Soon after the service or implementation, while details are fresh. Metrics can be added later, and the approach works just as well for long-term clients.
How should we use our case studies?
They’re evergreen. Publish them as ungated web pages or downloads, promote them in social posts and blog articles, and give them to your sales team. Embed and share videos, and reuse quotes across channels.
How many case studies do we need?
Start with one and add more over time. The right number depends on your range of clients, products and services; many companies aim for one per customer persona or service.
Ready to capture your customer stories?
If you have satisfied customers or measurable outcomes, let’s turn those wins into sales assets: written case studies, video reels or both.