• Upload a profile image and agency logo to your InsurGrid Link! You can learn more on how to do this here - InsurGrid Link Management

  • Embed your InsurGrid Link on your website or landing page to drive traffic. You can learn more on how to do this in our support article here - Embedding your InsurGrid Link on your website.

  • Go through your InsurGrid Link with your own information. This will allow you to understand exactly what your clients will see when they use your InsurGrid Link.

  • Sign up for an InsurGrid Agent Training. You can find a time here - InsurGrid Agent Training.

  • Share your InsurGrid Link to collect a client's declaration pages (here's a guide to help you)

  • Launch your first email campaign to clients to round out accounts and drive multi-line accounts.

  • Launch your first email campaign to old clients to re-engage with them about their insurance needs.

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