Brand management for Insurance firms

Transform insurance content creation without sacrificing compliance

Cut out repetitive design requests for good 
by arming agents & brokers with intuitive templates that keep complex insurance content perfectly on-brand.

Transform <span class="color-primary">insurance content</span> creation without sacrificing compliance

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
Maintain brand compliance

Lock critical disclaimers, brand elements, and state-specific language so teams can personalize polished content for clients without risking compliance standards.

Eliminate manual updates
Eliminate manual updates

Integrate data sets into templates so distributors can grab-and-go with materias that update license numbers, disclaimers, and product-specific details in one click.

Empower distributed 
sales teams
Empower distributed 
sales teams

Ensure field agents, intermediaries, and broker networks have relevant, compliant materials at their fingertips.

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

Upload existing policy documents, compliant assets, and marketing materials from any design platform or customize one of our ready-made templates.

STEP ONE

Import your favorite designs
STEP TWO

Turn any design
into a template

Turn designs into templates that your staff can use again and again. Lock logos, fonts, colors, and more in place so everything stays brand compliant.

Turn any design <br>into a template
STEP THREE

Personalize with data

Brokers and agents can personalize approved templates or use automation to auto-fill license numbers, regulatory disclaimers, co-branded logos, and more.

Personalize with data
STEP FOUR

Order prints or post to social

Brokers and agents can request design approval, download proposals to share via email, or order product brochures and mailers for print directly from Marq.

Social

Order prints or post to social
Integrations for Insurance Systems

Tie content creation to the
tools your firm relies on

Make creating, monitoring, and sharing on-brand content even easier by integrating with your existing tech stack.

Tie content creation to the <br>tools your firm relies on
DAM Integrations

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
Marq
CRM Integrations

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
marq

Why top insurance carriers, FMOs, and broker networks rely on Marq for compliance and brand consistency

Retain more agents
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

Bill McCandless
Head of Content House
Kyndryl

Safeguard your brand
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
Alex Felsenstein
Creative Director
Yext

Save valuable time
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

Bill McCandless
Head of Content House
Kyndryl

Questions? 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.

Start building on-brand