Create Compliant, On-Brand Insurance Content at Scale
Why Insurance Teams Choose Visme
- Clarify Complex Policies with Confidence: Turn claims data, risk assessments, coverage breakdowns into visuals your clients can understand instantly.
- Brand & Asset Management: House every approved brand asset. Disclaimer and policy language, in one secure brand kit, so every agent and regional office stays on-brand.
- Governance & Security: Control who can edit, export, or customize materials. Lock templates, manage permissions, and rely on enterprise-grade security to protect client and policy data.
- Workflow & Collaboration: Assign projects, track updates, and co-create in real time in projects and marketing teams to deliver accurate assets faster.
- Create Client-Ready Content: Empower agents, sales, and training teams to build polished presentations, policy explainers, and claims visuals, without waiting on design or compliance.
What You Can Create
See Visme Can Do for Your
Insurance Team
Frequently Asked Questions (FAQs)
Insurance teams use Visme to create compliant presentations, client reports, policy summaries, training materials, dashboards, and sales enablement content, all with consistent branding and faster turnaround.
Yes. Visme uses enterprise-grade security with encrypted data at rest and in transit, SSO/SAML support, role-based access, and strict permission controls suitable for regulated teams. However SSO is only available for Enterprise plans with 15 or more users.
Yes. You can lock templates, restrict edits, enforce brand elements, require approvals, and centralize content so every advisor, broker, or regional team stays compliant.
Absolutely. Visme’s Brand Kit and locked templates ensure all presentations and reports follow approved fonts, colors, logos, and layouts, no off-brand decks.
Yes. Visme lets you import data from Excel, CSV and Google Sheets, to build charts, dashboards, and data visualizations that update instantly when your data changes.
Yes. Brokers, agents, and partners can use controlled access links or restricted templates to create compliant, on-brand materials without exposing internal data or design files.
Yes. Visme supports real-time collaboration, commenting, version history, slide assignments, and shared workspaces so training, sales, marketing and compliance can work together seamlessly.
Not at all. Visme is built for non-designers. Drag-and-drop tools, brand kits, AI assistance, and ready-made templates make it easy to create polished insurance content without design training.
Visme supports exports to PDF, PPTX, image files, video, HTML5, and shareable web links. You can also embed content directly into portals, LMS systems, or internal tools.
Yes. Visme offers enterprise workspaces, SSO/SAML, advanced permissions, analytics, centralized branding, and governance features built to support large, distributed insurance teams.