With any new technology, it is hard to introduce it correctly. InsurGrid has put together a list of the top ways you can use to introduce your InsurGrid Link to your client. These are simple and easy to read for the next time you’re on the phone with a client and you need to receive their dec pages.


Introduction 1

"Hey NAME I would love to get that quote started for you today! At my agency, we leverage on technology. I am going to send you a Link that is going to take about 30 seconds to complete. It is going to allow me to verify your current coverages and it is going to share with me the fine print...the stuff your carrier doesn't want you to see. Once I am able to take a look at that I am going to give you a callback. I will show you my findings and show you exactly how I can help you. This process is going to save us about 30 minutes because you do not have to go dig up PDFs or VIN numbers to share with me. How does that sound?"

Introduction 2

"I know you are busy and want to be respectful of your time. Here's a secure link to upload your current policies for me to view to be able to give you a competitive quote. I am going to send you a Link that is going to take about 30 seconds to complete. The Link will take you through a series of steps that will allow me to collect all the insurance data I need from you to provide an accurate quote to make sure you are fully covered at the best possible price.

I am here to answer all the questions you have along the way."

Introduction 3

"Do you have online access to your current policy? I am going to send you a link and I need you to do the following:

  • Click on the following Link

  • Follow the process and the flow that is presented for you

  • Once you have presented with the success page all the insurance information I need to provide an accurate quote will be shared with me"

Introduction 4

"If you want me to quote your insurance, I am going to send you a link and you need to fill out this Link. The Link will ask you to complete the following steps."

  1. Provide your contact information

  2. Select your current insurance carrier

  3. Connect your current insurance account

  4. Answer a few questions about driver's and property information

  5. Select submit

From here I will have all the insurance information I need to provide an accurate quote to make sure you are fully covered at the best possible price."

If they provide any pushback you can use one of the following to help build your case:

  • If you go to a doctor they pull your medical records.

  • If you apply for college they pull your HS transcripts.

The expectation of clients not using IG is most likely more considerable in your mind than the prospects.

Introduction 5

Giving clients the choice

“I’ll quote you what you had me do last time, or I can use this coverage mirroring technology if you want an apples-to-apples comparison”

From here you let them choose what they want. This option helps build trust as you are not forcing the client into anything

Introduction 6

"This Link will make it quick and easy to allow me to see your coverages, deductibles, and who your loan is through. This is how I am able to help so many clients save money and get better coverages!"

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