.svg){kind=small}
InsurGrid helped Sea to Sky Insurance revolutionize their quote process and close $60,000 within the first 3 weeks. Learn more in our latest agency story.
With a quote process that inundated his clients with document digging and drew out the time to close, Matt needed a simple, automated way to pull client declaration pages that was easy for both him and his clients.
With InsurGrid, Matt’s insurance information-gathering process launched into the next era — closing $60,000 worth of personal lines within his first 3 weeks.
Sharing the InsurGrid Link with his clients through emails, texts, and even QR codes, Matt could pull client information instantly. Giving him the insurance details he needed to give an accurate quote before even sitting down with a client.
Matt Gardner of Sea to Sky Insurance has been selling personal and commercial lines of insurance for over 8 years. During this time, Matt quickly realized the lack of insurance software available to agents. With a quote process that inundated his clients with document digging and drew out the time to close, Matt needed a solution to make gathering client declaration pages easier.
Pulling The Right Information — Faster
Looking for a way to streamline the information-gathering process, Matt turned to InsurGrid. With the InsurGrid Link, instead of manually chasing down prospect information, Matt could request and receive all the policies on his prospect’s current account through a branded, secure link. Having always gathered declaration pages in order to show his prospects a side-by-side comparison of their coverages and savings, InsurGrid simplified this process.
“InsurGrid shows your clients that you have cutting-edge technology to help the insurance process move quickly, smoothly, and efficiently.”
Eliminating Client Friction
With full access to a client’s declaration page, Matt could sell insurance with peace of mind. Ensuring all of the information he needed was pulled for review and no critical details slipped through the cracks.
“As an agency owner and a broker, InsurGrid makes it easy for customers to obtain insurance quotes.”
Selling Insurance in the New Era
With a “use technology or get left behind” mantra, Matt embraced this new technology head-on. The InsurGrid Link gave Matt the freedom to collect declaration pages in a simple, non-salesy way, whether by text, email or even “scanning a QR code by the pool.” InsurGrid arms Matt with the information he needs to give a quality proposal wherever and whenever his clients are ready.
“Using this technology to our benefit will help us launch us into the next era”
Revolutionizing Insurance Information Gathering
For the Denver-based agent, creating a simple, efficient, and automated way to gather client information has paid off. Generating close to $60,000 worth of personal lines of declaration pages within the first 3 weeks of using InsurGrid. And he doesn’t plan to stop there, for Matt “the goal is to make it rain declarations” and help every client get the right coverage along the way.
Want to revolutionize your insurance information gathering process and collect dec pages in half the time? Create a free InsurGrid account today.
