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2,500+ agents • 80% time saved • 50% more closes
Stop reinventing the wheel. Get 100+ proven workflow templates that handle client onboarding, renewals, cross-selling, and follow-ups automatically.
Free 7-day trial • No credit card required • Setup in 60 seconds
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Agents Using Workflows
Premium Processed
Increase in Close Rates
Time Saved on Admin
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Don't start from scratch. Choose from proven workflow templates used by thousands of successful agents. Each template is fully customizable and integrates seamlessly with your existing tools.
Automatically welcome new prospects, send policy comparison guides, and schedule follow-up calls.
Start 60 days before renewal with data updates, quotes, and comparisons to ensure zero lapses.
Identify coverage gaps and automatically educate clients on additional protection options.
Immediate confirmation, FAQs, check-ins, and assistance throughout the claims process.
Welcome new clients with policy summaries, contact info, and important dates.
Streamline the path from quote to policy with automated reminders and easy binding steps.
Plus 94+ more templates for every insurance workflow scenario
See how agencies across the country are saving time and growing their business with automated workflows.
"InsurGrid Workflows completely transformed our agency operations. What used to take our team hours of manual follow-ups now happens automatically. Our client satisfaction scores have never been higher."
"The renewal workflow template alone has prevented 15+ policy lapses this quarter. The automated reminders and quote comparisons keep our clients engaged throughout the entire process."
"This is the greatest tool I think I have! I just received a referral and used the new lead workflow. I had all their policy information and a follow-up scheduled in minutes instead of days."
Join 2,500+ agents who are already saving 80% of their time with InsurGrid Workflows. Start your free trial today and see the difference automation makes.
60-second setup • No credit card required • Cancel anytime
Questions? Email us at workflows@insurgrid.com or call (555) 123-4567
