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.
"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, Actuary Taxevity Insurance
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, 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.
"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, Actuary Taxevity Insurance
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, Actuary Taxevity Insurance
“With the traditional agency, the time is usually about one week. But with Lumen5, it’s cut down from weeks to hours.”
Visual content director at Siemens AG
“Lumen5 is especially helpful for business people who don't have the technical experience to make their own videos.”
Media relations and content manager
“Thanks to Lumen5, we have been able to cut down on the time and costs related to video making.”
Global advertising and sponsorships
“We’re able to create a video quickly with a turnaround of five minutes versus trying to coordinate with an agency and see if they have time to fit you in. With Lumen5, you could just get it right then and there.”
Social & digital content manager
“The best part about Lumen5 is that it's not time-consuming. It's really easy and you only need a couple of minutes to create a video because everything is included.”
Senior online marketing manager
“We have scaled Lumen5's use across our marketing organization, realizing benefits across many team layers. As company communicators, this agile tool enhances each customer's experience and engagement.”
Director of global integrated marketing, Emerson
“We saw increasing demand within Communications for an intuitive self-service video production tool and Lumen5 filled the gap.”
Creative & digital assets manager, Corporate Voice, Swiss Re
Taxevity wanted a simple and affordable way to create educational videos that reflected their brand and financial expertise. They chose Lumen5 because it allowed them to produce polished, on-brand videos without any video editing experience. The platform made it easy to turn financial insights into clear, accessible content for their audience.
Before using Lumen5, creating and editing videos took too much time and often interrupted their publishing rhythm. With Lumen5, they can sit down once a week and produce several short videos within an hour. The streamlined workflow and reusable templates help them maintain a reliable posting schedule that builds trust with clients and advisors.
Lumen5 allows Taxevity to easily add their colors, fonts, and visual elements to every video. This consistent branding helps viewers instantly recognize their content and strengthens trust. For a financial services business where credibility is essential, consistent branding plays a major role in shaping audience perception.
Taxevity uses Lumen5 to create educational videos about insurance, financial literacy, and advisory tips. These videos help simplify complex topics and provide meaningful guidance to Canadians who may not have strong financial knowledge. The content supports their mission to bring clarity and peace of mind to clients.
Yes. Lumen5 was designed to help teams of any size create professional video content without expensive tools or specialist skills. Taxevity is a small, family-run business, and they use Lumen5 to produce high-quality videos at a fraction of traditional production costs. The platform helps them compete with larger firms by giving them a fast and efficient way to share their expertise.
Taxevity emphasized that they always felt heard and supported. The Lumen5 team responded quickly to questions, considered their suggestions, and made the entire experience collaborative. This level of support was an important factor in helping them build confidence in their video workflow and stay consistent over time.
