Highspot for insurance

Trusted execution, built for compliance

Enable agents and brokers to deliver regulated, high-value experiences that drive growth across every channel.

Power performance across insurance teams

Financial institutions face relentless pressure to meet rising client expectations, navigate complex regulations, and outperform growing competition. With Highspot’s unified GTM platform, client-facing teams are empowered to deliver personalized, compliant, and impactful experiences across every product line, channel, and interaction.

Life and health insurance

Arm agents with compliant, personalized messaging across group and individual plans, while streamlining onboarding and ensuring product readiness at scale.

Property and casualty (P&C)

Equip field teams to navigate large product catalogs, update clients on new coverage, and provide consistent, informed guidance across territories.

Distribution and agency networks

Unify enablement across channels with role-specific guidance, regional content governance, and closed-loop analytics on agent behavior and impact.

Group benefits and employer markets

Deliver enablement that matches the complexity of employer plans, so reps can confidently position products to HR, benefits teams, and brokers.

Transform how client facing insurance teams work

Give agents and brokers everything they need to earn trust, and fast. Highspot unifies compliant content, training, coaching, and client engagement in the flow of work, so teams prepare faster, personalize every interaction, and prove impact. With AI designed for regulated selling, your firm delivers consistent, compliant experiences that scale across lines, channels, and regions.

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Personalization at scale

Create compliant, client-specific Digital Sales Rooms featuring approved materials, proposals, and policy details tracked end-to-end.

Document automation

Generate client-ready policies from approved templates with AutoDocs. Merge data, lock brand/disclosures, and cut prep time without risking compliance.

Guidance, training, and coaching in the flow of work

Embed Highspot in Salesforce, Dynamics, and Outlook to guide every step. Agents surface the right content, plays, and next steps; managers reinforce skills with AI feedback.

Safe, compliant AI for insurance

In insurance, compliance and security are mission-critical. Highspot’s AI is built in, not bolted on, and operates within your firm’s governance rules. With role-based permissions, encrypted AI inference, and regulatory support across all markets, we help insurance teams work faster, without putting client trust or compliance at risk.

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AI guidance built for regulated selling

Surface only approved, role-specific recommendations, keeping insurance agents and brokers compliant while moving deals forward.

Enterprise-grade security

Meet global regulatory standards with secure, natively built infrastructure, so client data stays protected at every touchpoint.

Identify and scale what works

Highspot gives insurance leaders visibility into what top performers do differently, and the tools to replicate those behaviors across the organization. By connecting content, training, coaching, and client engagement to outcomes, you can pinpoint which actions lead to higher close rates, stronger retention, and faster onboarding.

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Performance scorecards for every insurance agent

Track readiness, skills, and performance by individual, team, and channel to see who’s on track and where to focus coaching.

Closed-loop content governance

Archive or update outdated materials directly from analytics dashboards, ensuring only compliant, current content reaches clients.

A modern tech stack has helped Pie Insurance rewrite its potential. … With Highspot, the team has found a strategy that works, with buyer engagement increasing by 53% since implementation.

Jason Larioni

Manager, Business Development, Pie Insurance

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With Highspot, we have a very strong adoption rate. And it’s growing in a healthy, promising way.

Enrico Vietri

Director of Digital Strategy, Aetna, a CVS Company

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We have saved days with Highspot, as everything is really simple to create.

James Petkovski

Director of Enablement Technology, MetLife

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A high-performing go-to-market team starts here

Highspot gives every GTM team the clarity, skills, and actions to perform at their best, with agentic AI that drives alignment, improves execution, and helps you grow revenue with confidence.

Award-winning artificial intelligence

Agentic AI that acts with insight so every move makes an impact. Whether it’s moving a deal forward, scaling an initiative, or turning around a quarter, agentic AI helps GTM teams rise to the moment with clarity, confidence, and impact.

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Actionable analytics

Turn every GTM signal into performance-driving insights. Track adoption, behavior change, and outcomes with unified analytics across content, training, coaching, and engagement to understand business impact and optimize your GTM strategy.

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Industry-leading ecosystem

AI-powered execution embedded in every GTM workflow. Highspot connects with your GTM stack—Salesforce, Outlook, Slack, and more—embedding AI-powered guidance in daily workflows and enhancing the impact of your existing AI tools.

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Enterprise security and compliance

Enterprise-grade security built for AI-powered go-to-market. Highspot safeguards your content and data with encrypted AI inference, role-based access, global compliance support, and a commitment to never using customer data to train models.

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Conversation intelligence

Go beyond call transcripts. Measure, coach, and grow skills that drive performance. Highspot connects practice and real-world performance using a skill framework to evaluate calls, training, and Role Play, then deliver targeted feedback that drives growth.

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