InsurGrid

InsurGrid helps P&C agencies streamline the process of collecting client policy declarations from multiple carriers. The platform sends clients a secure link to log into their carrier accounts, automatically importing policy info. Agents can then review coverage, identify gaps, and quote additional lines. This eliminates manual data entry and chasing after PDFs. The system integrates with standard AMS solutions, keeping client records up to date. InsurGrid’s modern interface improves user experience on both agent and customer sides, leading to faster, data-rich proposals.