For Insurance
Current Product Knowledge, Where Your Agents Actually Look
Product wording changes, and out-of-date guidance is a compliance problem rather than an inconvenience. HelpKit publishes your Notion documentation as a searchable portal for agents and a clear FAQ for policyholders, updated the moment the source changes.
The Best Companies Are Using HelpKit
Outdated guidance is a real liability
When product wording changes, every stale copy of the old guidance is a mis-selling risk. Documentation that takes minutes to update actually gets updated.
Agents hunt across shared drives
Product guides, rate sheets and process notes end up scattered across folders and email. Searchable beats stored, especially with a customer waiting.
Two audiences, one source
Agent enablement material should not be public; policyholder FAQs should be. Maintaining both in separate systems guarantees they drift apart.
What you get
Everything included, nothing to build
Protected agent portals
Password, approved email list, or JWT through your existing login, so internal material stays internal and access ends when someone leaves.
One source, two audiences
Public policyholder FAQs and a protected agent portal, both maintained from the same Notion workspace.
Updates that take minutes
When wording changes, the person who owns it edits a Notion page and the portal is current. No release cycle.
AI answers with citations
Agents ask in plain language and get an answer that links the source page, so it can be verified before it is repeated to a customer.
Control exactly who gets in with protected access
Agent-facing material and customer-facing material are two different audiences with two different risk profiles. Run both from one workspace, with the internal side locked to the people who should see it.
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Password protection
- Protect your whole site with a single password. The simplest and most efficient access control, and you can rotate it whenever you need to.
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Restricted email list
- Define exactly who can access your site with an approved email list. It lives in Notion, so it works with Zapier and Make out of the box.
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Custom backend authentication
- Authenticate visitors with your own login system and fully control who gets in. Ideal for internal documentation and enterprise portals.
Powered by HelpKit AI
Answers agents can trust mid-call
An agent on a call cannot read a 40-page product guide. HelpKit AI answers in plain language from your own approved documentation and cites the page it came from, so the answer is checkable.
- ✓Coverage and eligibility questions answered from your own approved wording
- ✓Every answer links its source, so nothing is taken on trust
- ✓Runs inside protected agent portals, not the public site
Why your docs belong in Notion
The docs tool your team already knows how to use
Everyone can edit, today. Your team writes in Notion already, so there's no docs platform to learn, no markdown to teach, and no developer bottleneck between "we should update that article" and it being updated.
Docs stay current. Documentation goes stale when updating it is a chore. Editing a Notion page is not a chore, which is why Notion-based docs actually get maintained.
One source of truth. Your knowledge lives in one workspace instead of being copy-pasted into a separate docs system that drifts out of date the same week.
HelpKit adds the pro layer. Notion is the editor; HelpKit is the publishing engine: your domain, search, AI answers, analytics, and access control on top of the pages you already have.
How it works
Your help center, live in three steps
- 1
Write in Notion
Product guides, process notes and policyholder FAQs where your team already drafts them.
- 2
Split the audiences
One public project, one protected project. Around 15 minutes each.
- 3
Point agents at it
One searchable link replaces the shared drive hunt, and it is always current.
Insurance and financial services teams use HelpKit for sales enablement portals where the internal material has to stay internal and correct.
Included on every plan
Everything a professional site needs
Fully branded
Your logo, colours and typography. No HelpKit badge on paid plans.
Your custom domain
Serve on help.yourdomain.com with SSL included, so SEO authority stays yours.
Multilingual
Run several languages from one workspace, without a duplicate system per market.
Instant search
Full-text search that returns answers as visitors type, across every article.
Insights that name gaps
See what people searched for and did not find, so you know which article to write next.
Protected access
Public, password, email allow-list or JWT via your own login. Set it per project.
Embeddable widget
Answers inside your product, without sending anyone out to a browser tab.
AI-readable by default
llms.txt and clean semantic markup, so assistants can quote your docs correctly.
Edits go live instantly
Publish from Notion. No rebuild, no release, no ticket to the web team.
With Helpkit we literally went from 0 to fully functional knowledge-base in 1 hour! The best thing about Helpkit is it allows my non-technical co-founder to do 95% of the work and manage our knowledge-base. We signed up because of how beautiful and well-designed the product is!
Testimonial from Dan Kelly
CEO at Adjust Square
Frequently asked questions
Can we keep agent material completely private? +
Yes. Protected access covers password, an approved email list, or JWT authentication through your existing login system. With JWT, deactivating someone's account removes their access to the portal at the same time.
How do we make sure agents see the current wording? +
There is one source. The portal renders your Notion pages, so when the owner edits the wording every agent sees the update immediately. Nothing is downloaded, cached in an inbox, or living in an old file.
Should compliance-critical documents live here? +
Use it for the knowledge layer: product explanations, process guidance, FAQs and enablement material. Documents of record with retention and audit requirements belong in the systems built for them.
Can policyholders use the same knowledge base? +
Run a separate public project for them from the same workspace. Policyholders get searchable answers to routine questions, which takes load off the phones, while agent material stays protected.
Ready to turn your Notion pages into a
professional
Join 1000+ happy customers reducing their support ticket load and getting customers to their answers quickly.