Customer Story

How United Risk Agency Tripled Their Conversion Rate with InsurGrid

Learn how InsurGrid helped the United Risk Agency spend less time quoting and more time closing with a streamlined sales process.

Learn how InsurGrid helped the United Risk Agency spend less time quoting and more time closing with a streamlined sales process.

The Challenge

Spending plenty of time quoting, and not enough time closing, the agents of United Risk Agency needed a solution to simplify their sales process and increase conversions.

The Outcome

With InsurGrid, United Risk Agency minimized their time to close and unlocked cross-selling opportunities, tripling their conversion rate within the first few months.

How InsurGrid Helped

With InsurGrid, the agents of United Risk Agency could gather client declaration pages in minutes. Giving them a clear, instant picture of prospect policy details to close more clients and build a stickier book of business.


Cale and Russel of United Risk Agency joined forces in 2019 to provide property, casualty, and life insurance to the coastal community of Gulfport. Opening with a string of agents, the new firm quickly began closing insurance leads as one-lined sales. When the team pushed towards multi-line sales, the Mississippi-based agents found their conversion rates simply weren’t cutting it. Spending plenty of time quoting, and not enough time selling insurance, the team knew they needed a way to streamline the quote process and close more business.

Uncovering Client Information — Instantly

Like many agents, Cale and Russell were familiar with how little customers knew about their current coverage. Because the team was quoting based on what customers told them, (versus what they actually had) their average quote landed much higher than expected.


“Customers always seem to forget about the RV they need coverage on, the golf cart, the one-off motorcycle policy. InsurGrid gives you everything they have.”


Looking for an insurance software solution, the team turned to InsurGrid. With the InsurGrid Link and a quick prospect login, the agents of United Risk Agency could gather client declaration pages in minutes. Giving them a clear, instant picture of client policy details to quote accurately.

“It’s a no-brainer — when you have all the paperwork in your corner you have a much better chance of closing.”


Building a Stickier Book of Business

With a clear view of prospect policy information, the team began to identify additional lines of business and cross-sell opportunities. InsurGrid introduced an easy way to cross-sell clients and build a stickier book of business

With InsurGrid and a simple client login, the agents of United Risk Agency had everything they needed to accurately quote, price, and close new business. InsurGrid introduced a level playing field and within the first few months, the Mississippi-based agency tripled their conversion rates. 


“It's been such a tremendous asset for every single person in my agency.”


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