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# Your Personal Assistant for Quoting

Your InsurGrid Dashboard is home base to help quote your client's professionally and efficiently. Eliminate the hassle of back-and-forth emails to verify and collect policy data so that you can get back to work.

# Spend more time quoting, not collecting client info

Manage submissions

Know your clients

Stay on top of clients

## Finally... somewhere to track clients

We built a smarter hub to manage all your clients. They can easily share their information so you can provide a quote. No more sticky notes reminding you who to follow up with.

## Get all the information from your clients

InsurGrid gives you and your clients the capability to collect contact information, policy details, and asset details in just a few clicks. We take the work out of the quoting process so you can accomplish more.

## Don’t let clients slip through the cracks

Remind clients to share their dec pages to eliminate the hassle of back-and-forth emails. Get notified of your client's activity so you can be up-to-date on their progress.

# Receive all the client info you need in a click

Grab all the client’s policy data and documents so you can prepare a quote. This includes their contact info, policy, (premiums, limits, and deductibles), vehicle and property data. No more quoting in the dark.

# Remind clients and get notified of their activity

Remind clients that you're waiting for their policy data to eliminate the hassle of back-and-forth emails. Get notified by email or SMS on your client’s activity so you can be up-to-date on their progress.

## Join hundreds of agents who are doing more with InsurGrid

“It didn’t just pull information about the dec pages, it pulled the actual dec pages which completely shocked me” — Rob Thomas, Rob Thomas Insurance Agency

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