Spend more time quoting, not collecting client info
Finally... somewhere to track clients
We built a smarter hub to manage all your clients. They can easily share their information so you can provide a quote. No more sticky notes reminding you who to follow up with.
Get all the information from your clients
InsurGrid gives you and your clients the capability to collect contact information, policy details, and asset details in just a few clicks. We take the work out of the quoting process so you can accomplish more.
Don’t let clients slip through the cracks
Remind clients to share their dec pages to eliminate the hassle of back-and-forth emails. Get notified of your client's activity so you can be up-to-date on their progress.