Automate Your Insurance Workflows in Minutes

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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2,500+

Agents Using Workflows

$250M+

Premium Processed

50%

Increase in Close Rates

80%

Time Saved on Admin

Ready-to-Use Workflow Templates

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.

High

New Lead Follow-up

Lead Management

Automatically welcome new prospects, send policy comparison guides, and schedule follow-up calls.

Saves 4 hours/week

7 steps

High

Renewal Reminder Sequence

Policy Management

Start 60 days before renewal with data updates, quotes, and comparisons to ensure zero lapses.

Saves 6 hours/week

9 steps

Bar chart with four ascending bars in yellow, orange, green, and blue, with a red arrow curving upward above them indicating growth.

Medium

Cross-Sell Campaign

Sales

Identify coverage gaps and automatically educate clients on additional protection options.

Saves 3 hours/week

5 steps

Computer monitor displaying a shield with a checkmark indicating security or protection.

High

Claims Follow-up

Customer Service

Immediate confirmation, FAQs, check-ins, and assistance throughout the claims process.

Saves 5 hours/week

6 steps

Illustration of two hands shaking in front of three stylized people icons.

Medium

Client Onboarding

Onboarding

Welcome new clients with policy summaries, contact info, and important dates.

Saves 2 hours/week

4 steps

Hand holding an envelope icon representing email or message.

New

Quote to Bind Process

Sales

Streamline the path from quote to policy with automated reminders and easy binding steps.

Saves 3 hours/week

8 steps

Plus 94+ more templates for every insurance workflow scenario

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Insurance Agents Love InsurGrid Workflows

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."

Sarah Mitchell

Mitchell Insurance Group

"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."

David Rodriguez

Rodriguez & Associates

"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."

Nancy Kuznieski

Nancy K Insurance Agency

Ready to Transform Your Agency?

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

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Questions? Email us at workflows@insurgrid.com or call (555) 123-4567