1. Agent shares their InsurGrid Link to collect a client's declaration pages.

  2. Client receives the InsurGrid Link and begins entering their personal information in the agent's InsurGrid Link

  3. Client connects to their current insurance provider and then their policy summary is sent to the agent.

  4. Agent receives an email notification when a prospect completes the InsurGrid Link and the client's submission will appear in your agent dashboard.

Once the client has completed the InsurGrid Link, the prospect’s declaration pages will appear within your agency dashboard.

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