InsurGrid logo

InsurGrid

by InsurGrid · Since 2020
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorInsurGrid
Year launched2020
StatusActive
Location2261 Market Street STE 22875 San Francisco, CA 94114 USA
Countries servedGlobal
Languages9
Integrations6+
Free tierNO
Free trialNO
Contact salesNO

About InsurGrid

InsurGrid by InsurGrid is a comprehensive software solution designed to streamline insurance policy management for insurance agencies, focusing on Property & Casualty insurance.

InsurGrid is an insurtech platform designed to simplify how insurance agents collect, verify, and analyze policy information, helping agencies streamline quoting and improve the speed of insurance sales. The platform focuses primarily on property and casualty insurance and provides tools that allow agents to instantly gather policy data, declaration pages, and client details directly from existing insurance carriers through a simple shareable link. This eliminates the traditional back and forth emails and phone calls that often slow down the quoting process. By using artificial intelligence and automated document processing, InsurGrid can read insurance documents such as declaration pages and ACORD forms, extract important data like coverage limits, premiums, deductibles, and carrier details, and convert that information into structured data that can be used in agency management systems or quoting tools. The platform also supports multiple data collection methods including email, SMS, QR codes, and embedded website links, making it easy for clients to securely submit their insurance information.

Pros & Cons

Pros
  • Streamlines insurance policy management process
  • Increases efficiency by automating tasks such as data entry and document organization
  • Provides real-time data analytics and reporting
  • Enhances customer experience with faster response times and personalized service
  • Improves accuracy and reduces errors in policy creation and management
Cons
  • Primarily designed for property and casualty insurance agencies.
  • Requires integration with agency systems to fully automate workflows.
  • Effectiveness depends on clients providing access to their insurance accounts or documents.
  • Some advanced automation and AI features may require enterprise plans or setup.
  • Limited applicability outside the insurance sector.

Features

Key features

Policy Data Collection

Enables insurance agents to collect policy details and declaration pages directly from clients’ existing insurers through a secure link.

AI-Powered Policy Data Extraction

Uses AI to read declaration pages and extract structured data such as premiums, coverage limits, and deductibles automatically.

Carrier-Agnostic Integration

Connects with hundreds of insurance carriers so agents can access policy information regardless of the insurer.

Client Data Intake Tools

Allows agents to gather client information and policy documents through email, SMS, QR codes, or embedded forms.

Workflow Automation

Integrates with agency management systems, CRM tools, and rating platforms to streamline quoting and policy comparisons.

Additional features

Declaration Page Retrieval

Automatically retrieves insurance declaration pages from client carriers, eliminating manual requests.

Document Processing & OCR

Reads PDFs and insurance forms such as ACORD documents to verify coverage details.

Coverage Gap Detection

Identifies exclusions, endorsements, and potential coverage gaps in policies.

API & Developer Integration

Offers APIs to deliver extracted insurance data in structured formats like JSON to external systems.

Secure Data Handling

Protects sensitive information using encryption and enterprise-grade security practices.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
9
Interface languages
11
Billing currencies

Interface languages

EnglishSpanishFrenchGermanPortugueseItalianDutchRussianChinese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇨🇭CHF🇲🇽MXN🇳🇿NZD

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