BRAND MANAGEMENT FOR INSURANCE FIRMS

Transform insurance
content creation
without sacrificing
compliance

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

BRAND MANAGEMENT FOR INSURANCE FIRMS

Trusted insurance carriers, intermediaries, and 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

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

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

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.

Import your<br>favorite designs
STEP TWO

Turn designs into
brand-locked templates

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 designs into<br>brand-locked templates
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.

Order prints or post<br>to social

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

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

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

“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
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

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
CRM INTEGRATIONS

Equip agents and 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
Equip agents and brokers<br>with up-to-date,<br>compliant content directly<br>within your CRM
FAQs

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