Customer Story

How InsurGrid Helped Liberty Mutual Agent Brandon Pierce Uncover Gaps in Coverage to Close More Business

Explore how InsurGrid helped Brandon Pierce identify gaps in client coverage to build a stickier book of business.

Explore how InsurGrid helped Brandon Pierce identify gaps in client coverage to build a stickier book of business.

The Challenge

Like many independent agents, Brandon was successful at closing business once his prospects could confirm their current policy information. But getting timely and accurate declaration pages from his prospects was another story. Brandon needed an easy way to pull full-picture policy information to give his clients an accurate quote.

The Outcome

What would often take him weeks to receive from a client, InsurGrid helped Brandon retrieve in minutes. Giving him complete client declaration pages and an instant view to identify gaps in client coverage. Brandon now has a streamlined way to pull the information he needs to convert clients and ensure his customers are fully covered.

How InsurGrid Helped

InsurGrid gave Brandon’s prospects a secure and easy way to share their insurance information. Helping Brandon uncover areas where his prospects are missing coverage and giving him the details that make all the difference when closing a client.


Knoxville-based agent, Brandon Pierce, was just a few months into selling insurance when he added InsurGrid to his toolset. Starting with Liberty Mutual in March of 2021, Brandon was quickly introduced to the friction of collecting policy information.

The Common Problem: Gathering Client Declaration pages

Like many independent agents, Brandon was successful at closing business once his prospects could confirm their current policy information. But, getting accurate dec page details from his prospects was another story. 

Before InsurGrid, Brandon found that most customers didn’t know the full details of their coverage or an easy way to retrieve it. Even of few key details of a client's coverage could take weeks to come back to him — often sending clients on a goose chase to find a piece of paper they don’t even have. 

Getting The Right Information — Faster

Looking to pull accurate and timely policy information, Brandon turned to InsurGrid. With the InsurGrid Link, Brandon could gather what he needed in minutes to give an accurate quote. Making the process faster for his clients and giving Brandon a clear view to see what his prospects were missing. The first day of using InsurGrid, Brandon got access to the information he needed within minutes — information that typically took his clients weeks to find.


"Within five minutes I got back what was taking [my prospect] two weeks to find.”

For Brandon, having those small details ready and available made all the difference between making the sale and losing a client. 

InsurGrid Identifies The Gaps That Make the Sale
The simple process of a customer not having to dig up their information, was a game-changer not only for Brandon but for his customers too. While many dec page details would previously fall through the cracks, with InsurGrid Brandon had a secure and accurate picture to work with. Giving him the advantage to identify major gaps in his customer’s coverage. 

Pinpointing these holes in protection not only helped Brandon make the sale, it gave him opportunities to cross-sell prospects and allowed him to get his customers the protection they needed. 


“Many instances had I not had InsurGrid, I wouldn’t have made the sale. InsurGrid helps identify the gaps that people don’t know they have and why.”

The InsurGrid  Link: Collecting Dec Pages Anytime, Anywhere

With InsurGrid, Brandon not only had a seamless way to gather the details he needed, but he could also do it from virtually anywhere — even the grocery store. 

With InsurGrid, Brandon found that he could share a professional, branded link to gather prospect policy information through text, email, Facebook post, and simply linked on his website. A gold mine for both insurance marketing and lead generation

And the results speak for themselves, Brandon increased his sales process from weeks to minutes and secured more same-day closes than ever before. 


“It’s a tool that’s going to grow with me as I keep growing as an agent” 

Want to give your prospects the ability to share their insurance information with ease? Start saving time, improving your customer experience, and increasing conversion rates. Create a free InsurGrid account today.

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