Verify & Collect Insurance Policy Data Faster

COLLECT POLICY DATA

Verify & Collect Insurance Policy Data Faster

InsurGrid gives you over 150 insurance carrier connections for clients to share their insurance policy data and documents in just a few clicks. Use your InsurGrid with email, SMS, QR code or embed on your website to collect policy data and documents.

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No more quoting in the dark

Sync up with 150+ insurance carrier connections

InsurGrid is securely connected with the top insurance carriers. Clients can securely connect their current insurance carrier to share their dec pages in just a few clicks.

Use email, SMS, QR code, or embed on your own website

Collect client information quickly and easily with whichever way is best for you. Collect by way of email, SMS, QR code or embed InsurGrid on your own website.

Remind clients and get notified of their activity

Never skip a beat on clients who are attempting or who already shared their dec pages with you. You can remind clients to complete the InsurGrid Link and receive email or SMS notifications on their activity.

Collection tools

Diverse and flexible collection tools

How do you want to collect and verify your client’s insurance information? Use email, text message, QR code, or even embed InsurGrid on your own website to help you collect all your client policy data upfront.

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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