Customer Story

How The Bergstrom Agency Closes More Business with InsurGrid

Learn how Brian Bergstrom uses InsurGrid to gather accurate declaration pages, make informed decisions, and create high-quality presentations to close more business.

Learn how Brian Bergstrom uses InsurGrid to gather accurate declaration pages, make informed decisions, and create high-quality presentations to close more business.

The Challenge

Brian Bergstrom of the Bergstrom Agency struggled to get the information he needed to make an accurate assessment without pestering his clients. Waiting several months to receive dec pages only to find major gaps in his prospect’s coverage. Brian needed a simple and seamless way to gather prospect policy information without inundating his clients with busy work.

The Outcome

InsurGrid took the work off of Brian’s customers. Giving him complete declaration pages to make informed decisions, provide accurate quotes, and close more business. Not only saving his clients time, but helping them get the coverage they need.

How InsurGrid Helped

The InsurGrid Link provided a simple and secure way for Brian's clients to share their policy information. When it can take months for a client to return a dec page, InsurGrid served as a secure link to help Brian get the right information, faster.


The Bergstrom Agency proudly serves clients in St. Paul Minnesota — one of the biggest districts for Farmers Insurance. Founding the agency in the peak of a pandemic, agent Brian Bergstrom is no stranger to the challenges of prospect communication —especially when it comes to collecting declaration pages.

Before InsurGrid, Brian struggled to get the information he needed to make an accurate assessment without pestering his clients. Even waiting several months to receive dec pages only to find major gaps in his prospect’s coverage. 

“90% of the time our customers don’t know what they have, what they’re buying, or what they’re paying for”

Brian knew he needed a way to gather fast, accurate policy information without burdening his clients. 

Taking The Work Off Of The Client

For Brian, InsurGrid eliminates waiting on the customer. Giving him accurate, thorough policy information pages in minutes to make an informed decision and accurate quote. Not only saving his clients time, but helping them get the necessary coverage.


“It’s not possible to make an informed decision without dec pages and InsurGrid gets them to me faster, more efficiently, and more thoroughly than trusting an email transaction.”


When it can take months for a client to return a dec page, having a solution that takes two minutes significantly streamlined Brian Bergstrom’s quote process. InsurGrid serves as a secure link to help Brian get the right information, faster. Giving him all the details he needs to deliver a high-quality presentation to every client — without putting the work on his clients. 


A Tool of Intent

Not only does InsurGrid give Brian timely, accurate prospect information — it also serves as a valuable tool for insurance leads. Even if a prospect wants a quote, they don’t always necessarily want a phone call. They are, however, more willing to click a link to fill out their information on their time from an email or text message.

Once a customer fills out the InusrGrid link, Brian has a good indication of the kind of intent a prospect has around purchasing insurance. Helping him determine which prospects are serious and which insurance leads are worth pursuing. 


“Any business is about getting to know people, building trust and rapport so that you can add benefit in their life.” For Brian, InsurGrid serves as a tool to build a greater and better relationship with his clients which is why it’s “the most important tool in his arsenal.”


“InsurGrid is the most valuable tool in my arsenal to help me secure more quality business than any other tool I have.” 


Want to gather dec pages in half the time and increase close rates by 50%? Sign up to get started with InsurGrid today.

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