--- title: Lumen5 Case Studies | Taxevity Customer Story --- [Skip to content](https://content.lumen5.com/taxevity#main-content) [![Lumen5 logo](https://content.lumen5.com/hs-fs/hubfs/Lumen5-PrimaryLogo-2.png?width=130&height=35&name=Lumen5-PrimaryLogo-2.png)](https://lumen5.com?hsLang=en) - [Pricing](https://lumen5.com/pricing/) - Features Show submenu for Features - [Turn blogs to videos](https://lumen5.com/blog-to-video) - [Talking head videos](https://lumen5.com/talking-head/) - [AI Voiceover Generator](https://lumen5.com/features/ai-voiceover-video-generator) - [AI Script Writing](https://lumen5.com/features/ai-script-writing) - [Video Clip Maker](https://lumen5.com/features/video-clip-maker) - [Automatic Translation](https://lumen5.com/features/automatic-video-translation) - [Turn Ideas to Videos](https://lumen5.com/features/idea-to-video) - [Animated Captions](https://lumen5.com/features/animated-video-captions) - [In-App Recording](https://lumen5.com/features/in-app-recording) - 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[Learn](https://lumen5.com/learn/) Show submenu for Learn - [Blog](https://lumen5.com/learn/) - [Podcast](https://pod.co/supercharge-marketing) - [Resources](https://lumen5.com/learn/resources/) - [Request a demo](https://content.lumen5.com/request-demo) [Request a demo](https://content.lumen5.com/request-demo?hsLang=en) ![taxevity-logo](https://content.lumen5.com/hubfs/taxevity-logo.png "taxevity-logo") # How Lumen5 is Helping Taxevity with Brand Consistency ### ABOUT TAXEVITY ##### A family business Taxevity Insurance is an independent family company serving Canadian professionals, business owners, and families. They specialize in life and health insurance and operate in Ontario and British Columbia. Ran by Promod Sharma (Actuary & Insurance Consultant) and Jeevan Sharma (Director of Client Services), Taxevity’s mission is to bring customers peace of mind by transferring financial risks and helping them make informed money decisions. ![taxevity2](https://content.lumen5.com/hubfs/taxevity2.png "taxevity2") > ### A lot of Canadians fall short when it comes to financial literacy. When people don’t have the right financial knowledge, skills, and attitudes, they are unable to improve their financial well-being. > > > > ![Promod Sharma](https://content.lumen5.com/hubfs/Headshot-Promod2020-business-2-1024x1024.jpg) > > Promod Sharma > > Actuary Taxevity Insurance ![taxevity3](https://content.lumen5.com/hubfs/taxevity3.png "taxevity3") ### THE CHALLENGE ##### Adding value while making a name for oneself. Promod Sharma has been creating content to help audiences better understand finance since 2007. He started blogging, did some podcasting and then, together with his son, moved on to video interviews. With zero experience, video creating and editing turned out troubling, taking a lot of their time. Plus, with video interviews, the focus was always on their guests—not on promoting their products and services. They had to find a better way to showcase their brand and financial expertise to attract more leads. > ### With visual media, it’s harder to be unique. People can say: ‘Hey, wait a second, I've seen that before.’ We didn’t want that. > > > > ![Promod Sharma](https://content.lumen5.com/hubfs/Headshot-Promod2020-business-2-1024x1024.jpg) > > Promod Sharma > > Actuary Taxevity Insurance ### THE SOLUTION ##### An affordable and uncomplicated video creator. Taxevity was looking for the right tool to help them achieve their goals: educate their audience, boost brand awareness and improve referral traffic. It had to be affordable, intuitive and easy to use. They signed up for the free trial and ended up subscribing. Lumen5 helps them create educational content about insurances, sharing tips for advisors and adding more value to their audience. I think Lumen5 is intuitive and gets better with time. It’s got a nice balance of useful features and no clutter. They’re constantly adding new ones and making improvements. It’s like shopping at Costco: there's always something new. ![taxevity4](https://content.lumen5.com/hubfs/taxevity4.png "taxevity4") > ### From the beginning, I sensed Lumen5 was going to do things fairly—and it turned out that was the case. Whenever I got in touch with them, I felt my suggestions mattered and I was being listened to. It’s like I’m co-creating. It’s a great feeling. > > > > ![Promod Sharma](https://content.lumen5.com/hubfs/Headshot-Promod2020-business-2-1024x1024.jpg) > > Promod Sharma > > Actuary Taxevity Insurance ![taxevity5](https://content.lumen5.com/hubfs/taxevity5.png "taxevity5") ### THE RESULTS ##### More value, more time, more views and a more consistent brand. Taxevity is the type of business that enjoys having a small number of superfans instead of a large list of apathetic followers. We measured Taxevity’s success with Lumen5 in terms of consistency. Before Lumen5, it was hard for them to be consistent with video making. Now, they can sit down for an hour once a week and create short, engaging videos to share with their audience. They are currently making two videos a week, which increased video production volume. By adding their brand elements to all their videos, they’ve created a consistent brand. > ### In my niche, it’s hard for people to tell whether I'm competent or not. Thanks to Lumen5, we increased the number of videos we make, creating trust around our audience. > > > > ![Promod Sharma](https://content.lumen5.com/hubfs/Headshot-Promod2020-business-2-1024x1024.jpg) > > Promod Sharma > > Actuary Taxevity Insurance ### Multiply your video content today. [![Lumen5-Reverse-White](https://content.lumen5.com/hs-fs/hubfs/Lumen5%20Logos/Lumen5-Reverse-White.png?width=120&height=32&name=Lumen5-Reverse-White.png "Lumen5-Reverse-White")](http://lumen5.com?hsLang=en) Lumen5 helps global brands unlock the potential of video marketing. 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