Walk clients through policy details, coverage options, and quoting tools with auto-zoom that makes every term and number readable.
No account needed. Free forever with optional paid upgrade.
Common frustrations insurance agents face when trying to create clear screen recordings.
Clients glaze over when you describe coverage terms verbally. They need to see the document, but scheduling screen shares for every client doesn't scale.
Your quoting software and CRM have complex workflows. New agents need hours of shadowing because written guides can't capture the navigation.
A personalized video walkthrough of a coverage proposal would differentiate you, but creating one seems to require production skills.
Filing and tracking claims involves multiple systems. The process is known by experienced agents but not documented visually for the team.
Zumie features that make screen recording effortless for insurance agents.
Zumie zooms into the specific policy clauses, coverage limits, and premium breakdowns you're discussing, making fine print readable.
As you navigate quoting tools, CRM systems, and policy documents, click highlights show exactly where to click at each step.
Record a custom walkthrough of a client's coverage options. Auto-zoom makes it look professional without editing — and it wins business.
Send a policy explanation video instead of scheduling a call. Clients watch when convenient and come back with specific questions.
Real scenarios where Zumie's auto-zoom makes recordings dramatically more useful for insurance agents.
Walk clients through their policy document on screen, highlighting coverage details, exclusions, and premium calculations with auto-zoom.
Record step-by-step guides for running quotes, comparing carriers, and processing applications. New agents learn the workflow independently.
Record the end-to-end claims filing and tracking process across systems. Create a visual reference the whole team can follow.
How insurance agents use Zumie in their day-to-day work.
Navigate to the policy document, quoting platform, or CRM in your browser.
Click the Zumie extension and begin recording the current tab or your full screen.
Explain coverage options, navigate quoting steps, or demonstrate claims processes. Zumie auto-zooms to keep every detail readable.
Stop recording and share the link via email. Clients get a personal touch; new agents get a reusable training resource.
See how Zumie enhances recordings for the tools insurance agents use every day.
Yes. Zumie records any browser tab with auto-zoom, and full-screen recording captures desktop quoting applications too.
Absolutely. Auto-zoom gives recordings a polished, intentional quality. Clients see a professional presentation, not a casual screen grab.
Yes. Record standard procedures once and share links with your team. New agents have a video training library from day one.
At $39 one-time, Zumie costs less than one client lunch. Create unlimited policy explanations and training videos without monthly fees cutting into commissions.
Free forever, no account needed
One-time payment, yours forever
7-day money-back guarantee
Install Zumie for free and see the difference automatic zoom makes in your recordings. No signup, no credit card, no commitment.