Customer Story

How Bingham Insurance Group Streamlined Their Sales Process with InsurGrid

Learn how InsurGrid helps the Bingham Insurance Group spend more time selling and less time gathering client information with a simplified, streamlined sales process.

Learn how InsurGrid helps the Bingham Insurance Group spend more time selling and less time gathering client information with a simplified, streamlined sales process.

The Challenge

Realizing how much time was spent gathering client declaration pages over the phone, the Bingham Insurance Group needed a fast and simple way to pull client policy information without inundating their clients (or their agents) with work.

The Outcome

With the InsurGrid link, Chad Bingham and his team built an automated process to gather client dec pages — allowing his agents to spend more time closing and less time document digging. Increasing their average customer policy by 20% and earning them an additional $120,484 in added premiums.

How InsurGrid Helped

With a fast, electronic way to pull client policy information — The Bingham Insurance Group unlocked a channel to identify gaps in coverage and cross-sell their clients. Creating a stickier book of business, improving their quality of close, and the average policy per customer.

With over seven years in the industry, The Bingham Insurance Group has had ample time to fine tune their sales process. Realizing how much time was wasted gathering client policy information — Chad Bingham and his associates turned to insurance software.


Working Smarter with InsurGrid

For the Bingham Insurance Group, streamlining business meant automating as much of their workflow as possible. Instead of gathering prospect policy information over the phone, Chad and his team leaned on the InsurGrid link. With an instant, accurate way to pull client policy information, the Bingham Insurance Group created an automated email channel to gather client dec pages. Saving both time and effort for prospects and agents.


Unlocking The Right Information

With InsurGrid, Chad and his team now have the ability to unlock all of the needed information to make an informed quote. Unlike gathering information from clients over the phone, InsurGrid ensures no details slip through the cracks. Meaning no hidden cars, missing jewelry riders, or forgotten motorists — to name a few. Instead, InsurGrid gives Chad and his team a clear, complete picture to quote customers. 


With a true understanding of current client policies, Chad’s team has unlocked opportunities to cross-sell. Increasing their monthly revenue and creating a stickier book of business. For Chad, that means anywhere from eight to ten cross-sells in any given month. 


Saving Agents Time and Giving Clients Peace of Mind 

As for Chad’s clients, the process became even easier. Instead of digging through online profiles or faxing over documents, they’re just one login away from the coverage they need. Creating a seamless, user-friendly experience. 


“Clients are looking for the best price for the best quality of insurance. InsurGrid is how you do that.” 


For Chad and his team, InsurGrid is “the lynchpin” that allows them to spend more time selling and less time on the actual quote process. Increasing their average policy per customer by 20% and earning them an additional $120,484 in added premiums.

“If we can’t get the information first, we can’t send it out to be quoted. InsurGrid helps do exactly that, enabling agents with the information they need to sell.”


InsurGrid helped The Bingham Insurance Group reach their goals — increasing their average policy per customer to $1,700 and sending their fearless leader to a President’s Club celebration in Hawaii. As for other agents, Chad warns carefully “InsurGrid is something you should be involved in. Without it, you’re going to get left behind.” 


Want to streamline your close process and gather dec pages in half the time? Sign up to get started with InsurGrid today.

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