Customer Story

How InsurGrid Helped Jeremy Conrad of Allstate Insurance Overhaul His Customer Experience

Looking for a way to improve the sales experience for his prospects, Jeremy turned to InsurGrid. Learn why the Allstate agent says InsurGrid "is a goldmine" for his agency.

Looking for a way to improve the sales experience for his prospects, Jeremy turned to InsurGrid. Learn why the Allstate agent says InsurGrid "is a goldmine" for his agency.

The Challenge

Aiming to improve his client experience, Jeremy needed a seamless and pain-free process to pull client policy information — without inundating his prospects with work.

The Outcome

InsurGrid made Jeremy’s clients' lives easier with a quick and easy experience. Giving him all of the information he needed to close more business and build stronger relationships along the way.

How InsurGrid Helped

InsurGrid introduced a secure and streamlined way for Jeremy to gather client dec pages. Saving his clients time and giving Jeremy the information he needed to present, pitch, and close more clients.


Jeremy Conrad of Allstate Insurance has proudly served the community of Fort Worth, Texas for over 10 years. With a decade of experience selling insurance, Jeremy (like many agents) knows how little clients enjoy searching for declaration pages. Aiming to improve his client experience, Jeremy knew he needed an easier way to pull customer policy information.

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? Create a free InsurGrid account today.

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