Providing a Better Client Experience with InsurGrid
Enter: the InsurGrid Link. Instead of manually chasing down prospect information, the InsurGrid Agent Policy Tool enabled Jeremy to request and receive all the policies on his prospect’s current account via an online link. A process that proved quick and easy for both Jeremy and his prospects to use.
By providing a branded link that can be set up and shared with prospects in a matter of minutes, Jeremy could provide an easy, secure channel for his clients to log into their provider. Instantly giving Jeremy their existing declaration pages and all the details on their existing policy.
Identifying Gaps in Coverage with InsurGrid
With InsurGrid, Jeremy could easily identify gaps in coverage. Often uncovering home, auto, and motorcycle insurance needs that wouldn’t have been discovered through his traditional process. Helping Jeremy unlock cross-sell opportunities — ultimately increasing his revenue and customer loyalty.
“The greatest value is how you pitch and present to clients. Knowing what you are coming up against including knowing how you can point out the gaps that clients currently have in their policies”
For Jeremy, InsurGrid created an easy, automated process to both close business and bolster the client experience. With InsurGrid, it’s simple — “you have all of the information you need.”
Want to improve the process of selling insurance for both you and your clients? Sign up to get started with InsurGrid today.