COLLECT POLICY DATA

Verify & Collect Insurance Policy Data Faster

InsurGrid gives you over 150 insurance carrier connections for clients to share their insurance policy data and documents in just a few clicks. Use your InsurGrid with email, SMS, QR code or embed on your website to collect policy data and documents.

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No more quoting in the dark

Sync up with 150+ insurance carrier connections

InsurGrid is securely connected with the top insurance carriers. Clients can securely connect their current insurance carrier to share their dec pages in just a few clicks.

Use email, SMS, QR code, or embed on your own website

Collect client information quickly and easily with whichever way is best for you. Collect by way of email, SMS, QR code or embed InsurGrid on your own website.

Remind clients and get notified of their activity

Never skip a beat on clients who are attempting or who already shared their dec pages with you. You can remind clients to complete the InsurGrid Link and receive email or SMS notifications on their activity.

150+ carrier connections

Sync up with 150+ insurance carrier connections

InsurGrid is connected with over 150+ insurance carriers and is the fastest and easiest way to collect and verify a client’s insurance policy. Receive immediate access to the following information:

Contact information (Name, phone, and email)
Drivers (Names, DOBs, and DLS)
Policy Details (Premiums, limits, and deductibles)
Vehicle, home, and asset details
Documents

🔐 Data privacy is key

All information is stored via 256-bit AES data encryption. It's virtually impossible to be broken by even the fastest computers.

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Collection tools

Diverse and flexible collection tools

How do you want to collect and verify your client’s insurance information? Use email, text message, QR code, or even embed InsurGrid on your own website to help you collect all your client policy data upfront.

Reminders & Notifications

Remind clients and get notified of their activity

Remind clients that you're waiting for their policy data to eliminate the hassle of back-and-forth emails. Get notified by email or SMS on your client’s activity so you can be up-to-date on their progress.

📲 See how reminders work ->

Join hundreds of agents who are doing more with InsurGrid

“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

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