InsurGrid Data Intake and AI Platform by InsurGrid

InsurGrid Data Intake and AI Platform

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Joined August 2021 | Last Updated March 2026

InsurGrid helps independent P&C insurance agents collect, verify, and analyze client policy data in minutes. Automate the collection of declaration pages, loss runs, claims history, driver details, property details, and more for both personal and commercial lines. Use AI-powered workflows to automate extraction and comparison for faster quoting.

Features & Quick Stats

Key Features

  • Policy Data Collection (email, SMS, QR code, embed)

  • Dec Page Extraction & Verification

  • Policy Cancellation

  • Data Intake Forms

  • Coverage Gap Analysis

  • Policy Comparison

  • Loss Run Automation

  • AI-Powered Workflows

  • API Access

  • AMS/CRM Integrations

  • Insurance Compliance and Verification

Core Business

Policy data collection and AI workflows for independent insurance agents

How InsurGrid Data Intake and AI Platform Helps Independent Agents & Brokers

Independent agents waste hours chasing clients for dec pages, calling carriers, and manually re-entering policy data before they can even start a quote. InsurGrid eliminates all of that.

 

Agents send a personalized link via email, SMS, QR code, or embedded widget and clients share their policy data directly from 450+ carrier connections in seconds. InsurGrid then automatically extracts coverage details, premiums, limits, deductibles, drivers, vehicles, and assets into a clean dashboard, ready to quote from.

 

Beyond data collection, InsurGrid's AI-powered tools help agents identify coverage gaps, compare policies side-by-side, automate loss run requests, and manage policy renewals — all from one place.

 

Integrations

PL Rating by Vertafore, HawkSoft AMS, AgencyZoom by Vertafore, TurboRater, Zapier, EZLynx (with Zapier). View all integration partners.

 

AI Capabilities

InsurGrid uses proprietary models trained on insurance-specific data to power several key features:

 

  • Coverage Gap Analysis: InsurGrid's LLMs read and benchmark dec pages against industry best-practice templates and millions of historic placements to instantly surface missed endorsements, inadequate limits, and hidden exclusions. Results are presented as a red-yellow-green heat map that agents can share with prospects in 30 seconds.

  • Policy Data Extraction: AI reads PDFs and ACORD forms to extract and verify coverage data — eliminating manual re-entry and reducing errors.

  • AI Workflows & Agents: Automated AI scripts handle producer training, help agents with sales scripts, and enable intelligent task automation across the quoting and renewal workflow.

  • Web Research Enhancement: One-click AI lookups build a 360-degree prospect profile, surfacing relevant business and risk data before the first call.

The AI models are regulation-aware, auto-updating when ISO forms or guidelines shift, and are embedded directly in the agent's CRM and AMS - without extra steps or clicks.

 

 

Certifications & Awards

SOC II Type 2 Certified

Subscriber Deals

50% off the first year!