AI TOOL PROFILE
InsurGrid: Insurance Policy Data Collection for Agents
- Finance and Accounting
- Document Automation
- 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.
At a glance
- Best for
- Personal P&C insurance agencies, Commercial P&C insurance agencies, Insurance agents seeking digital policy verification
- Key use cases
- Dec Page Collection, Coverage Gap Analysis, Commercial Bid Support, Policy Cancellation Assistance
- Integrations
- Hawksoft, EZLynx, AgencyZoom, TurboRater, Salesforce
- Official website
- Visit insurgrid official website
How AI is used
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
AI Data Extraction
Extracts coverage limits, premiums, and deductibles from declaration pages into structured data.
Carrier Integrations
Supports connections to 150+ insurance carriers to collect policy data without manual email chains.
Policy Comparison Tool
Provides a side-by-side view of different policies to help identify coverage gaps.
COI Generator
Supports the generation of certificates of insurance (COIs).
Dec Page Refresh
Designed to help agencies update declaration pages on a quarterly basis.
API Access
Provides a RESTful API for streaming policy and underwriting data into custom workflows.
Use Cases
Dec Page Collection
Sending a secure link to prospects to collect insurance documents directly from carriers.
Coverage Gap Analysis
Using extracted data to identify missing coverages before providing a quote.
Commercial Bid Support
Collecting loss runs and policy details to support the quoting process for commercial clients.
Policy Cancellation Assistance
Using tools to help clients manage the cancellation of prior policies.
Integrations
- Hawksoft
- EZLynx
- AgencyZoom
- TurboRater
- Salesforce
- Zapier
FAQ
What does InsurGrid collect?
- It collects policy data and documents, including declaration pages, coverage limits, premiums, and deductibles, directly from insurance carriers.
How does the pricing work for InsurGrid?
- InsurGrid offers one plan that includes all features for $99 per month, or $79 per month if billed annually.
Can I use InsurGrid with my current agency management system?
- InsurGrid integrates with several systems including Hawksoft, EZLynx, AgencyZoom, and TurboRater, and also supports Zapier.
Source category: Finance & Accounting
Source subcategory: Document Automation
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