Page 28 - EBOOK ON AI TOOLS FOR INSURANCE

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USING CANVA TO CREATE POSTERS,

VISUALS & VIDEOS

Canva - How It Works (Step-by-Step):

Use Chat GPT to generate slide outlines and draft content.

Choose a tool like Canva, PowerPoint, or Beautiful.ai.

Paste content slide-by-slide into your selected tool.

Customize colors, logos, and branding as needed.

Export as PDF or PPT and share with clients or teams

Use Cases (with Examples):

Client Awareness Posters

Example: Design an infographic titled "5 Things to Know Before Buying

Term Insurance" and print it for your branch office or share on

WhatsApp groups.

Renewal Reminder Visuals

Example: Use Canva’s customizable templates to create a branded

reminder message: “Your Health Insurance Renewal is Due – Act Now!”

Product Launch Posters

Example: Create a digital poster showcasing a new ULIP product and

circulate it across your client mailing list and social media channels.

Social Media Campaigns

Example: Run a campaign on Instagram using a carousel format: “Did

You Know? Health Insurance Covers Daycare Procedures Too!”