ALL-IN-ONE DASHBOARD

Your Personal Assistant for Quoting

Your InsurGrid Dashboard is home base to help quote your client's professionally and efficiently. Eliminate the hassle of back-and-forth emails to verify and collect policy data so that you can get back to work.

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InsurGrid all-in-one dashboard showing policy data and client activity

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.

Manage client submissions

No more sticky notes reminding you of which clients to follow up with

Finally... a hub to manage clients who need to share their policy information. Understand their progress, remind them to complete their submission, and mark their sales status. InsurGrid has everything you need to uncomplicate quoting.

Know your clients

Receive all the client info you need in a click

Grab all the client’s policy data and documents so you can prepare a quote. This includes their contact info, policy, (premiums, limits, and deductibles), vehicle and property data. No more quoting in the dark.

Stay on top of clients

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 ->

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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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