COLLECT POLICY DATA

Verify & Collect Insurance Policy Data Faster

Name: InsurGrid Dec Page Collection
Brand: InsurGrid
Price: 99 USD
Availability: InStock

InsurGrid gives you 450+ 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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Collection tools

Email, SMS, QR code, or website embed

450+ insurance carrier connections

Dec pages, policy details, drivers, assets, and documents

Email or SMS activity notifications

450+

Carrier connections

Collection tools

SMS

Reminders & notifications

256-bit

AES data encryption

No more quoting in the dark

Sync up with 450+ 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.

Sync up with 450+ insurance carrier connections

InsurGrid is securely connected with 450+ insurance carriers and helps agencies collect and verify client policy data. Receive access to the following information:

Contact informationName, phone, and email

DriversNames, DOBs, and DLS

Policy DetailsPremiums, limits, and deductibles

Vehicle, home, and asset detailsDocuments

Data privacy is keyAll 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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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.

Email, text message, QR code, or website embed

Collect client information quickly and easily with whichever way is best for you.

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.

Reminders & notifications

Remind clients that you're waiting for their policy data.

Client activity

Get notified by email or SMS on your client’s activity.

Shared dec pages

Never skip a beat on clients who are attempting or who already shared their dec pages with you.

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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