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InsurGrid is integrated with all the tools your need to run your agency. With our integrations, send data directly to your favorite AMS, CRM, Google Drive, and other tools for a seamless workflow. We can also build custom integrations to meet your needs.
You can automate your tasks and save more time for what matters most by connecting InsurGrid with thousands of the most popular apps using Zapier—no coding is necessary.
Create leads and trigger workflows in Hubspot when you receive new InsurGrid submissions.
Use Better Agency's library of built-in automation campaigns to set up automated follow-ups that include your InsurGrid link to capture insurance data.
Create and update leads and contacts, add to campaigns, and add files when you receive new InsurGrid submissions.
“It didn’t just pull information about the dec pages, it pulled the actual dec pages which completely shocked me” — Rob Thomas, Rob Thomas Insurance Agency
