Insurance agencies / ACA and Medicare agents
Film your agents answering the questions clients ask at the desk. Esteban edits them into short Spanish explainers and plans the calendar around enrollment season, with the disclaimers your agency approves.
Based in Fort Lauderdale, working across Miami-Dade and Broward. Remote editing: from $100 per video. On-location filming is a paid add-on scoped per project; the Local Presence package is from $800 per production day.
Insurance confuses people because every answer opens three more questions. A short video that handles one term or one situation is easier to follow and easier to find again, and a series of them becomes a library the agency can send by WhatsApp.
Clients want the explanation the way an agent gives it across the desk, not in policy language. The agent speaks naturally, the captions follow, and the agency checks that each sentence and every disclaimer matches what it is allowed to say.
Questions bunch up around enrollment periods. Plan against the current dates published by Medicare and HealthCare.gov, then have the agency approve each seasonal explainer before it is posted. In quieter months, evergreen topics can cover reading a bill or filing a claim.
The questions the front desk answers every week. Ask each agent to write down the questions clients ask most, in the words clients use, and the list usually repeats: what a premium and a deductible are, whether a family member can be added, what documents to bring, what happens if income changes, how to use the plan to see a doctor. Each becomes one video of under a minute, titled with the question itself, because that is what someone types into a search bar or asks a voice assistant.
Medicare topics are kept apart from Marketplace topics, so each series can carry the disclaimers its compliance review requires. The result is a set the agency can post, pin and share by WhatsApp whenever a client asks the same question again.
Book one quiet block in the calendar, not a production day. The agent sits facing a window, the phone sits on a stand at eye level, and each topic is recorded as a short answer to a question read aloud by a colleague, which sounds more natural than a memorised script. A lapel microphone connected to the phone makes the biggest difference, because office air conditioning and street noise are what make phone audio hard to follow.
Record a couple of takes of each answer and keep going. The edit picks the clearest one, adds Spanish captions and the agency's branding, and leaves space at the end for the approved disclaimer. One session like that can cover a month of topics in the short-form format.
Before you send footage
The agency and its carriers. Medicare-related marketing in particular has rules on what can be said and which disclaimers must appear, and those rules are applied through the agency's own compliance process. Esteban places the approved disclaimer text exactly as supplied and does not draft regulatory language or give insurance advice. Send the required wording with the footage so it is built into the edit, not added at the last minute.
Before the season starts. The agency should confirm current enrollment dates directly with Medicare and HealthCare.gov, then record and approve explainers ahead of its publishing window. The Growth plan's content calendar can map topics to those dates without promising any enrollment numbers.
No. A quiet office, a phone at eye level and window light are enough for a clear explainer, and Esteban edits that footage remotely; the Starter package is from $100 per video. If the agency wants a batch of explainers filmed on site, that is a paid add-on scoped per project, with the Local Presence package at from $800 per production day.
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Start with the service, goal, assets, deadline, and where the work will be published. That gives Esteban enough context to answer with a useful next step instead of a long back-and-forth.
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Hi Esteban, I need help with Spanish explainer videos for an insurance agency. Goal: explain ACA and Medicare questions before enrollment season. I have agent clips, the most common client questions and the approved disclaimers. Can you quote this?
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