Automate Content & Strengthen Compliance Across Teams Faster
Content Bottlenecks Insurance Teams Face
- Brokers spend hours manually updating policy decks and claims reports.
- Teams juggle multiple tools just to produce one deliverable.
- Regional offices recreate content from scratch, causing inconsistencies.
- Slow turnarounds impact client experience and internal operations.
How Visme Improves Collaboration & Automation
- Reusable Templates: Build once; reuse across brokers and regions — update only the data.
- Live Data Imports: Sync Sheets/CRM data so claims, risk, and performance metrics update automatically.
- Pre-Approved Content Blocks: Drop in disclosures, policy language, and compliance text instantly.
- Automated Workflows: Streamline creation, review, and approval processes across departments.
- Cross-Team Visibility: Track edits, control access, and encrypt content in a centralized workspace.
How Automation Works in Visme
- Reusable Templates: Build once and duplicate branded reports across advisors; replace only the data.
- Import Live Data: Link Sheets or CRM data so findings and performance updates automatically.
- Pre-Approved Content Blocks: Insert disclosures, disclaimers, and audit language in one click.
- Workflow Systems: Automate report creation, collaboration, and sign-offs, across all departments in one platform.
Enable your whole team to create
- Easily create a shared library of slides, assets, and materials so anyone on your team can access them.
- Use our brand wizard to create a library of customizable templates from your website.
- Be confident that content will fit your brand guidelines every time by limiting fonts, colors, & templates.
- Create together at the same time, and get feedback with commenting, markup editing, and reply threads.
Use a professional tool for greater visibility
- Get an instant look over all content that is due to go out and what’s in production.
- Ensure compliance by updating key information across all documents at once.
- Set different access levels across your team, allowing some users full control while others can only make limited updates, such as editing content without changing formatting.
- Understand your content’s impact with metrics such as total or unique views, and time spent on each page.
Everything you need to create faster and scale better
An all-in-one brand and engagement suite
Save time, resources, and costs with a single, intuitive tool for data visualizations, guides, presentations, videos, and more. Plus level up your content production with tons of features and updates every month.
Asset Library
Keep all your content in one place for improved efficiency and visibility.
Templates
Browse through 1000s of easily customizable templates.
Stock Library
Access thousands of vectors/icons, 5+ million stock photos, and 2+ million stock videos.
Brand Area
Upload your logo, brand colors, and fonts in minutes & lock edits.
Real-time Collaboration
View edits and make comments in real-time.
Content Calendar
Assign due dates and organize assets with Visme content calendar.
Social Media Scheduler
Schedule posts to Instagram, Facebook, LinkedIn, Instagram, Slack, and more.
Slide & Project Assignments
Easily assign a slide or project to a member of your team.
Audit Log
Use the Audit Log to get full visibility on changes made in your workspace.
Workflow Approvals
Require that users get approval before projects are downloaded or published.
Streamline Your Team
Collaboration
Brainstorm, give feedback, and tackle opportunities in real time.
Precise communication
Avoid the back-and-forth as your team collaborates, comments, and goes from draft to final iteration.
Asset management
Store, organize, and search for what you need in one place.
Ready to Automate Your Team’s Content at Scale?
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.