Agencies use the InsurGrid within their everyday operations in various ways. It’s up to you on what works best within your agency. We’ve outlined all of those ways below the use the InsurGrid link:
Text - Share the InsurGrid link in your text messages with prospects, customers, and partners.
Email - Share the InsurGrid link to in your emails with prospects and customers. We’ve outlined the email template our most successful agents use below:
Thanks for taking the time to speak with me. We’re excited to help you and I’m eager to get the right policy for you - I think we’ll be able to save you money and provide better coverage.
To get started, please use my InsurGrid l link below to securely share your information to help me put together a quote. It just takes a few minutes, you go on there, type a couple brief pieces of information and then it automatically sends me your declaration pages. That way you don't have to do any work. It's basically a painless process.
Please let me know if you have any questions! We have a team here to support you and make this a quick process.
Have a great day,
Email Signature - Put the InsurGrid link to your policy tool in your email signature for your prospects and customers to share their information with you. You can title the link as “Check Coverage” or “See Savings”.
Social Media - Share the InsurGrid link to your policy tool in your social media posts, facebook groups, or wherever you are acquiring new customers.
Online Ads - Include the InsurGrid link in your online advertising to drive prospect acquisition efforts. Use the policy tool as the the sign-up form.
Referral Partners - We know the prospect referral process with your partners (real estate brokers, mortgage brokers, car dealerships, etc.) can sometimes be cumbersome. Quickly support those referrals by having your partners use your InsurGrid link as way to refer business.
Company Website - Embed the InsurGrid on your website to replace your current sign-up or collection form.
1) Create a new page on the website
2) Title it ‘Verify Insurance’ - http://www.agancyURL.com/verify-insurance)
3) Insert the following HTML
<iframe src="INSERT_AGENT_POLICY_TOOL_LINK?iframe=true" style="width: 800px; max-width: 100%; height: 900px;display: block;margin:auto; border: 0px;"></iframe>
For example - <iframe src="https://app.insurgrid.com/agency-name?iframe=true" style="width: 800px; max-width: 100%; height: 900px;display: block;margin:auto; border: 0px;"></iframe>
4) Publish page