Brand management for Insurance firms
Cut out repetitive design requests for good by arming agents & brokers with intuitive templates that keep complex insurance content perfectly on-brand
Trusted insurance carriers, intermediaries & producers utilize Marq
Marq for Insurance Organizations
Protect compliance while agents customize. Smart templates help update the details so every distributed team member delivers perfect materials without the wait.
Maintain brand compliance
Eliminate manual updates
Empower distributed sales teams
HOW MARQ WORKS
Leverage data automation and brand templates
to distribute compliant content faster.
Maintain brand compliance and equip producers, brokers, agents, and more with data-driven content that wins business.
STEP ONE
Import your favorite designs
STEP TWO
Turn any design into a template
STEP THREE
Personalize with data
STEP FOUR
Order prints or post to social
Tie content creation to the tools your firm relies on
Connect upstream assets to your creative workflow
Seamlessly connect DAM to Marq—ensuring easy access to relevant assets, regulatory content, and brand materials
- Agents get instant, centralized access to pre-approved assets they can drag and drop into designed templates
- Mirror DAM permissions to control branding, disclaimers, and licensing at every level, locking in compliance and approvals
- Auto-sync policy docs and marketing materials so updates reach the right people in real time
Equip agents & brokers with up-to-date, compliant content directly within your CRM
From policy proposals to compliance-approved marketing materials, serve up accurate, on-brand content to sales teams—without manual data entry.
- Auto-fill policy details, disclaimers, and regulatory language based on state, plan, and product types
- Keep coverage details, agent and broker credentials updated in real-time across all materials
- Eliminate the risk of off-brand edits and inaccuracies in customer-facing documents
Support your agents & brokerages
“The minute we rolled out Marq, we received positive feedback and saw immediate adoption from our team... We’ve proven that self-serve content can be fast, on-brand, and high quality.”
Bill McCandless
Kyndryl
Safeguard your brand
“Our creative team exists to present Yext in a consistent, buttoned-up way. Marq helps us do that by giving our reps the freedom to personalize their own assets while still adhering to our brand guidelines.”
Alex Felsenstein
Yext
Save valuable time
“I have three designers on my team and I need them focusing on the most complex projects. Using Marq is like having ten more team designers who deliver the same quality content every time.”
Bill McCandless
Kyndryl
Start building on-brand
Request a demoQuestions? We’ve got answers.
Marq streamlines insurance marketing by putting creation power directly in the hands of your agents, brokers, and underwriters. They can quickly create personalized, compliant materials without design expertise.
Our lockable brand templates and data integrations help your team generate policy rate sheets, brochures, and direct mail in seconds. The result? Faster turnaround times with perfect accuracy, regulatory compliance, and brand consistency across sales and marketing materials.
In insurance, brand consistency builds trust and credibility. Marq safeguards your brand integrity through clever template controls that lock down logos, fonts, colors, and messaging while still enabling personalization where it matters.
This approach prevents off-brand materials from circulating while empowering your distributed teams – from captive agents to independent brokers – to create marketing materials that align perfectly with corporate standards. Everyone wins: marketing maintains control, and sales gets the freedom they need.
Personalization shouldn't require endless design hours. Marq's intuitive editor and dynamic templates make scaling personalized content effortless. When connected to your CRM or policy management system, client data flows directly into your templates.
This automation helps your agents generate customized proposals, renewal notices, and localized campaigns in minutes instead of days. It's personalization at scale without the production bottlenecks.
Your existing marketing collateral represents a major investment. Marq helps you maximize this value by importing InDesign documents directly into our user-friendly editor.
This transformation turns static designs into flexible templates that agents, brokers, and sales team can customize, while still maintaining compliance with branding and regulatory guidelines. Your content creation accelerates without sacrificing quality or control.
Absolutely. Marq excels at handling complex branding relationships. Create co-branded templates that respect both agency and carrier standards simultaneously, ensuring consistency while allowing customization for specific partnerships, products, or regions.
This capability makes Marq particularly valuable for agencies and MGAs juggling multiple carrier relationships and sub-brands.
Insurance regulatory compliance is complex but critical. Marq simplifies this challenge with template libraries containing pre-approved disclaimers and legal language for each jurisdiction.
Control access based on location or role, ensuring agents only use materials with the correct legal language for their state. Critical compliance text remains locked while still allowing personalization elsewhere.
When integrated with your CRM, Marq automatically pulls customer data, policy information, and agent details into templates while maintaining appropriate compliance language. This automation creates personalized, legally compliant materials in seconds rather than days.
The real win? Your creative team focuses on strategic initiatives, field teams customize without compliance concerns, and your brand remains protected regardless of scale.
