InsurGrid: Insurance Policy Data Collection for Agents
InsurGrid helps P&C insurance agents collect and verify policy data from carriers. It is designed for agencies looking to reduce manual email follow-ups when gathering client coverage information.
At a glance
- Category
- Finance & Accounting
- Best for
- Personal P&C insurance agencies, Commercial P&C insurance agencies, Insurance agents seeking digital policy verification
- Pricing
- Pricing is $99 per month for all features, with a rate of $79 per month for annual subscriptions. A free trial is available.
- Key use cases
- Dec Page Collection, Coverage Gap Analysis, Commercial Bid Support, Policy Cancellation Assistance
- Integrations
- Hawksoft, EZLynx, AgencyZoom, TurboRater, Salesforce
- Official website
- insurgrid.com
InsurGrid is a data collection tool for Personal and Commercial P&C insurance agencies. It allows agents to send a link to clients, who can then connect their insurance carriers to share policy data and documents directly with the agency.
The software uses AI to extract structured data from declaration pages—including coverage limits, premiums, and deductibles—which may be used for policy comparisons and quoting. It supports a range of policy types, such as Auto, Home, Umbrella, Workers Comp, Cyber, and General Liability.
Buyers should confirm the specific carriers supported. The tool is designed for the intake and verification phase of the sales process and integrates with various agency management systems (AMS) and CRMs to move data into quoting workflows.
Key Features
Extracts coverage limits, premiums, and deductibles from declaration pages into structured data.
Supports connections to 150+ insurance carriers to collect policy data without manual email chains.
Provides a side-by-side view of different policies to help identify coverage gaps.
Supports the generation of certificates of insurance (COIs).
Designed to help agencies update declaration pages on a quarterly basis.
Provides a RESTful API for streaming policy and underwriting data into custom workflows.
Use Cases
Sending a secure link to prospects to collect insurance documents directly from carriers.
Using extracted data to identify missing coverages before providing a quote.
Collecting loss runs and policy details to support the quoting process for commercial clients.
Using tools to help clients manage the cancellation of prior policies.
Best For
Integrations
Pricing
Pricing is $99 per month for all features, with a rate of $79 per month for annual subscriptions. A free trial is available.
FAQ
It collects policy data and documents, including declaration pages, coverage limits, premiums, and deductibles, directly from insurance carriers.
InsurGrid offers one plan that includes all features for $99 per month, or $79 per month if billed annually.
InsurGrid integrates with several systems including Hawksoft, EZLynx, AgencyZoom, and TurboRater, and also supports Zapier.
Source category: Finance & Accounting
Source subcategory: Document Automation
