Highspot for Insurance
Insurance Sales Enablement for GTM Teams
Equip your agents to deliver modern, compliant client experiences.
Trusted by Leading Financial Services Companies
Insurance Document Automation to Enhance Content Creation
Building trust with clients demands compliant, yet personalized advice and investment strategies. Highspot helps you automate document creation so your advisors can do more of what matters – building trusted relationships.
- Easily govern and archive content, with built-in approval workflows and audit trails that help your team meet the requirements of regulatory bodies like FINRA and SEC
- Accelerate content creation with AutoDocs, enabling teams to automatically generate compliant, customized documents and assets, reducing the time spent on repetitive tasks.
- Reduce search time with AI-powered tools that deliver the right content instantly.
- Accelerate digital tool adoption by providing an intuitive, unified content, training, and analytics platform.
- Streamline content creation and reduce risk with rules, workflows, and automations that ensure assets contain accurate disclosures.
See How Allianz Trade Increased Quota Attainment by 20%
Allianz Trade, a global leader in trade credit insurance, saved reps 15 hours per week and improved its win rate by 10% with Highspot.
Accelerate Insurance Sales Enablement and Compliance
Insurance sales teams today face rising customer expectations, skill gaps, and stringent compliance needs. Highspot’s enablement platform helps teams overcome these challenges by streamlining digital tools, supporting continuous learning, and ensuring compliant, customer-centered interactions, empowering them to drive growth and build trust.
Fast-Track Compliant Content Creation
Highspot’s AutoDocs feature automates document creation, allowing insurance teams to quickly produce and customize compliant sales materials and client proposals.
Streamline Workflows with AI
Highspot’s AI delivers personalized content recommendations and sales insights, enabling insurance brokers and agents to tailor interactions and improve customer engagement.
Protect Data with Enterprise-Grade Security
Safeguard sensitive customer and company data with Highspot’s robust security and compliance protocols, ensuring safe and trusted client interactions.
Seamlessly Connect Your Existing Tools
Integrate with Salesforce, Microsoft Dynamics, and other tools to ensure insurance teams have a unified experience across all sales and training activities.
Actionable Insights to Drive Performance
Track sales performance and training effectiveness with real-time analytics, helping insurance teams identify winning behaviors and optimize strategies.
Skill Up Distributed Teams
Enable agents and brokers to sell complex products and services with AI-powered, hybrid learning and coaching that drive faster ramp times and consistent performance.
The sellers on our team enjoy using Highspot and folks who are responsible for making the content can actually understand how content is used and gaps there might be in the content universe.
Since switching to Highspot we’ve increased buyer engagement, pipeline opportunities, and average deal size. Not only is rep morale higher but our customer satisfaction ratings have increased as well!
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Allianz Trade saved reps 15 hours per week, and improved win rate by 10% with Highspot.
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