Stronger Relationships.
Deeper Trust.
Smarter Financial Futures.

PromoFlix helps financial advisors and insurance professionals send personalized video messages that build trust, deepen client relationships, and turn prospects into lifelong clients.

Try it free

3x more responses from video messages

Improve client experience and follow-through

Strengthen trust and build lasting relationships

Financial advisor recording a personalized welcome video for a client

These Companies Trust PromoFlix

Apex Home
Heritage Realty
Horizon Collective
Insight Digital
Keystone Mortgage
Next Gen Auto
Pivot Point Strategies
Pulsepoint Health
Skyline Estates
Traqcheck
Vanguard Group
Vertex Renovations
Apex Home
Heritage Realty
Horizon Collective
Insight Digital
Keystone Mortgage
Next Gen Auto
Pivot Point Strategies
Pulsepoint Health
Skyline Estates
Traqcheck
Vanguard Group
Vertex Renovations

See it in action

See How Financial & Insurance Pros Use Video Outreach at Scale

Real campaigns, real results. See how advisors, agents, and brokers turn prospects into lifelong clients.

Insurance

Welcome New Client

Insurance

Annual Renewal

Insurance

Quote Followup

See it in action

Launch Your First Video Campaign

Everything you need to launch your first personalized campaign!

Proven industry-specific campaign ideas for re-engagement, welcome messages, new client outreach, and other thought-starters to help you engage your prospects and clients!

Campaign Ideas
Why PromoFlix works for non-profits: create or upload a video, send by email or LinkedIn, and schedule delivery to grow donors, volunteers, and replies.

WHY VIDEO WORKS

Build Client Trust and Keep Your Firm Top-of-Mind

Clients choose advisors they trust and feel connected to. Personalized videos let you welcome new clients, walk them through their options, and follow up on their plans—so when it's time to renew, refer, or invest, your firm is the one they remember.

Welcome and onboard new clients personally

Greet new clients with a friendly video that introduces your team and sets expectations before their first meeting.

Reduce missed meetings and improve plan follow-through

Send personal appointment reminders and policy or plan updates that keep clients informed and on track.

Re-engage inactive and lapsing clients

Reach clients who are due for a review, renewal, or follow-up with warm, personal outreach that brings them back.

Personalize outreach across your entire client base

Reach every client in minutes with videos that feel one-to-one, never automated.

HOW IT WORKS

Personalization Made Simple

From one authentic video to thousands of personal conversations
- in just five steps!

1

Record your base video

Record or upload one authentic base video. 99% stays the same, so its always the real you on screen.

2

Upload your contact list

Easily import a CSV of customers or prospects straight from your CRM or spreadsheet. Fields map automatically - no manual setup needed.

3

Choose personalization points

Pick which words or phrases to swap -contact first name, company, or any key detail. Tag them once, then AI handles every variation.

4

Click Generate

Hit generate and PromoFlix renders a unique personalized video for every single contact in minutes, no editing required.

5

Send with built-in Email

Email each personalized videos directly from the platform, or through LinkedIn messages. Watch engagement skyrocket! Enjoy real-time tracking of every open, play, and click.

Create one video.

Make it feel personal for everyone.

Testimonials/case studies

What our clients say

Real stories from brands that use PromoFlix to scale faster and achieve measurable results.

★★★★★

"Sent one personalized video about our new LASIK package to 80 past consults who never booked. Eleven appointments that week. PromoFlix more than paid for itself from that one email."

Aaliyah Okafor

Practice Manager, Clearview LASIK & Vision Center

★★★★★

"I'm an aesthetician, not a marketer, but I recorded one video, uploaded our client list, and people who ghosted us the past six months started booking again."

Mei-Lin Tran

Lead Aesthetician, Lumière Skin Studio

★★★★★

"I ran one campaign targeting about a hundred people who came by for a test drive this year and sent them a personalized walkthrough of our new 2026 model. Closed two sales within the week, so pretty happy with that ROI."

Diego Alvarez

Sales Director, Vanguard Auto Group

OUR PRICING

Try PromoFlix free for 14 days. See how it improves outreach. Cancel anytime.

✓ Create up to 10 videos before you pay.

✓ Cancel anytime, no questions asked.

✓ Card not charged until Day 15.

✓ Trial works on every paid tier.

Not sure yet?

Start your free 14-day trial on any plan and see exactly what PromoFlix can do for your outreach. No charges, no commitment, just results.

Explorer Plan

Start a 14-day free trial for lightweight outreach.

$59

/mo

Send up to 100 videos per month

$0.75 per video over the limit

Customize 2 variables

Auto-play thumbnails in inbox

Support via email

Expect 1–2 customers back

Rainmaker Plan

Start a 14-day free trial for growing outreach teams.

$159

/mo

Send up to 400 videos per month

$0.60 per extra video

Customize 2 variables

Auto-play thumbnails in inbox

Dedicated onboarding

Expect 4-5 customers back

MOST POPULAR

Titan Plan

Start a 14-day free trial for maximum reach.

$389

/mo

Send up to 1000 videos per month

$0.50 per extra video

Customize 2 variables

Auto-play thumbnails in inbox

Dedicated onboarding

Expect 9-10 customers back

Enterprise

Need a custom solution?

Tailored video volume, dedicated support, custom integrations, and flexible billing for large teams.

All plans include our core AI video generation technology.

Need a custom enterprise solution?

Contact sales

Record once.

Send personalized videos at scale.

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