The InsurGrid link helps agencies across the country to help agents quickly and securely pull a client's dec pages information. This document is used to help agents introduce their InsurGrid link in their sales talk track. The most successful agents use this talk track in their sales process to get the most value out of their InsurGrid link and collect client dec pages 100% of the time.


Client - They’re introduced to the agent from a referral partner via email, they submit their information on the website, or they call-in requesting a quote.

Agent - The best thing to do is call the client to host an introductory call right away. Capturing their interest at the point of referral or submission is critical. Sometimes you’re not always available to call and you need to email. Either way, it’s super important to introduce yourself and provide context for the InsurGrid link and emphasize how it’s fast, easy, and secure.

Agent (Calls Client) - On the initial call, you will run through the following agenda:

  • Introduce yourself and your agency and establish your goal and credibility with the client

  • We want to help you find the best rate for the best coverage while advising on what insurance policy makes sense for you. I’ve quoted over X people and I have a very strong pulse on what personalized policies make sense for each individual.

  • Outline the quoting process to set expectations (MOST IMPORTANT STEP)

  • “I’m excited to help you with your insurance and I’m confident I’ll be able to find you the best rate with the best coverage. There’s a couple steps until we finish this up and I want to make it as easy as possible for you. I know no one enjoys shopping for insurance, that’s why I’m here!

  • We’ll first collect information from you to understand what policies you currently have, I’ll then have everything I need to work on putting together various options, then we’ll have a productive conversation to review these options and proceed with setting you up with a new policy.

  • To get started, like I said, I’ll need to collect some information. I have this really awesome link, it’s called the InsurGrid link, to make it super easy and secure for you. 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.

  • I’ll send you over the link via email (or text) after this call. Go on there to begin! I’ll make sure we get this done in no time.

  • Close out the call

Agent - You will send the follow-up email or text outlining next steps and provide the link to your InsurGrid link.

Email Template

Subject - AGENCY NAME Next Steps

Hi NAME,

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.

https://app.insurgrid.com/x

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,

AGENT NAME

Text Template

Thanks for taking time to speak with me. We’re eager to help you find the right policy.

To get started, please use my InsurGrid 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.

https://app.insurgrid.com/x

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