How do I find the Email Feature?

In order to find the Get Dec Pages Email Feature, navigate to the top of your InsurGrid Agent Dashboard. Next to the 'Dashboard' tab, you will see a 'Get Dec Pages' tab. For a visual example of where to find this feature please refer to the following image:

What is the Get Dec Pages feature?

The Get Dec Pages feature allows InsurGrid users to send emails or SMS texts to prospects directly from the InsurGrid Agent Dashboard.

How do I use the Email Feature?

This feature directly sends an email to your client. Simply put in the first name, last name, and email of the prospective client you wish to receive insurance data from. Select 1 of the 6 email templates we have created for you. Preview the email, press send, and watch as your client's data begin to pile in!

InsurGrid users may choose to be cc'd by toggling the button next to the email address shown below.

How do I use the SMS feature?

This feature directly sends text messages to your client. Simply put in the first name, last name, and cell phone number of the prospective client you wish to receive insurance data from. Select 1 of the 4 SMS text templates we have created for you. Preview the text message, press send, and watch as your client's data pages begin to pile in!

We recommend cc'ing yourself on all text communication through the InsurGrid SMS feature When you do cc yourself we send an SMS text to the client on your behalf, and you will be included on the text thread.

It is highly recommended you reply to the text saying:

“Hey, this is your agent, and I’m on the text thread too. Let me know if you have any questions. This will help me do all the work for you to prepare a new quote. Thanks!"

For a tutorial video on the Get Dec Pages section, check out the video below.

If you have any questions, please reach out to support@insurgrid.com


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