Keep Every Insurer On-Brand and Every Document Compliant
Branding & Compliance Challenges with Insurance Teams
- Brokers/agents create their own decks with inconsistent branding.
- Marketing fixes layouts, fonts, disclaimers which causes bottlenecks.
- Compliance can’t track approved versions quickly enough.
- Field teams reuse outdated PDFs with old rates/policy details.
- Multi-brand carriers struggle to control regional variation.
How Visme Ensures Brand Compliance for Insurers
- Ready Version Control: Track edits, timestamps, and approved versions automatically.
- Centralized Brand Kit: Enforce colors, fonts, logos, disclaimers across every asset.
- AI-Branded Templates: Generate on-brand templates within locked compliance rules.
- Approval Workflows: Ensure only approved versions can be exported or shared.
- Multi-Brand Asset Management: Manage assets across products, lines, and regions.
- Role-Based Access: Set edit/view/export permissions for agents, brokers and partners.
We're serious about
security & service
We proactively protect your data and offer added security within Visme’s Enterprise plan. You can rely on Visme thanks to our impressive uptime so you can always get the job done, when you need it done.
SSO and 2FA
Set up single sign-on (SSO) or two-factor authentication (2FA) to secure your account (available with Visme Enterprise).
Data encryption
Visme secures data in transit for all users with HTTPS. We provide added protection at rest with AES-256 encryption for Enterprise plans, and use the TLS 1.3 protocol for security API connections.
99.98% uptime
With Visme’s nearly uninterrupted uptime, your data is available whenever you need it, minimizing the risk of disruptions to your workflow.
What You Can Create
Maintain a consistent, compliant experience
- Use the Brand Area to set up approved templates that meet guidelines; turn off access to the rest.
- Update slides, images, and text from a single location to easily meet requirements.
- Make pre-grouped design elements that your team can use instead of guessing what to put together.
- Create and control presentations, videos, images, printables, forms, and more.
But never lose control of your assets
- Enable non-designers to create with just the right amount of limits inside an intuitive solution with proper controls.
- Organize a collection of editable templates with key sections locked so your team can’t change them.
- Use Cloud storage to empower your team to create in one place and ensure they are always working on the latest versions.
- Give visual feedback on projects to improve efficiency and keep everyone on track.
Keep an eye on all created assets
- Assign different permission levels so some users can edit content, others can adjust formatting, while admins retain full control.
- Require members of the team to gain approval on their content before they can download or publish it.
- Use slide and project assignments to give members of your specific team tasks to focus on.
- Use the Audit Log to get full visibility on the work being done within your workspace.
Ready to Design With Compliance & Deliver Without Delays?
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.