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Customer Story

How Anthony Trepka of Liberty Mutual Insurance Closes More Business with InsurGrid

Learn how InsurGrid helps Anthony Trepka of Liberty Mutual Insurance unlock 99% of the information he needs to quote and close more business.

Learn how InsurGrid helps Anthony Trepka of Liberty Mutual Insurance unlock 99% of the information he needs to quote and close more business.

The Challenge

Like many agents, Anthony Trepka of Liberty Mutual Insurance experienced friction gathering prospect declaration pages and accurate policy details.

The Outcome

InsurGrid helped Anthony Trepka uncover gaps in his client’s coverage and increase his close rates by as much as 50%. Closing 22 bound policies in his first 3 weeks of using InsurGrid. 

How InsurGrid Helped

With the InsurGrid Link, Anthony could receive security-safe, client declaration pages in minutes — giving the Tennessee based agent a way to unlock 99% of the insurance information he needs to accurately quote and close a client. 

Based out of Brentwood, Tennessee Liberty Mutual agent Anthony Trepka has been working in the insurance industry for over 16 years. Like many long-time agents, Anthony is no stranger to the challenges of pulling prospect declaration pages. Over the years, Anthony often faced customers who didn’t have the coverages, VIN numbers, or details on hand to ensure a quick and easy quote process. 

Comparing Coverage with InsurGrid

Anthony’s process, however, has always remained consultative, when working with a client he shows a comparison of their existing coverage and what he can do for them. Integrating InsurGrid into his workflow, Anthony unlocked a way to uncover 99% of the information he needed to make this comparison fast and accurately.

“[InsurGrid] gives me the ability to show them that comparison to get them the best possible coverage. ”

With the InsurGrid Link, Anthony can request client declaration pages and existing coverage in safe and simple way. Helping him and compare and contrast existing policies for his customers — often finding areas where his clients are missing coverage and overpaying. Helping him close more business, give his clients transparency, and ultimately get them the policies they need. 


“It’s super simple. They type in their name, carrier, and login, and InsurGrid will automatically send me a copy of their coverage.”


Closing More Business with InsurGrid

InsurGrid helped Anthony identify the coverage his customers should have. 
As a result, Anthony’s close rate increased from 30% to 40%, to an average of 50%. Closing 22 bound policies in just his first 3 weeks of using InsurGrid. 


“Being able to present and propose option for them with transparency leads to more sales.
 It’s a tool that sharpens your process.”

Want to gather dec pages in half the time and increase close rates by 50%. Create a free InsurGrid account today.


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