Using the InsurGrid Link

Charles Michael avatar Chase Beach avatar Alex Khadiwala avatar +1
12 articles in this collection
Written by Charles Michael, Chase Beach, Alex Khadiwala and 1 other

Accelerated Underwriting

Ability for InsurGrid customers to collect more data from client's streamlining the underwriting process making it easier to prepare a quote
Jack Worrall avatar
Written by Jack Worrall
Updated over a week ago

Get Dec Pages

This article provides a breakdown on how to use Email and SMS Feature within the Get Dec Pages tab of the InsurGrid Agent Dashboard.
Jack Worrall avatar
Written by Jack Worrall
Updated over a week ago

Custom referral links

Create your own custom links to share with referral partners
Jack Worrall avatar
Written by Jack Worrall
Updated over a week ago

How to introduce your InsurGrid Link?

This article will give you a break down on how to introduce your InsurGrid Link to clients to increase conversion rates
Jack Worrall avatar
Written by Jack Worrall
Updated over a week ago

Not Sure How to Use your InsurGrid Link? Follow these 3 Steps

Chase Beach avatar
Written by Chase Beach
Updated over a week ago

Incomplete Client Information

Explanation of the how InsurGrid handles incomplete client information from your InsurGrid Link
Alex Khadiwala avatar
Written by Alex Khadiwala
Updated over a week ago

Embedding your InsurGrid Link on your website

Many of our agents have collected dec pages directly from their website by embedding their Link. Here are details on how to set that up.
Alex Khadiwala avatar
Written by Alex Khadiwala
Updated over a week ago

Accessing your InsurGrid Link QR Code

This article will help you discover how to access, use, and best ways to utilize your InsurGrid Link QR Code
Jack Worrall avatar
Written by Jack Worrall
Updated over a week ago

20+ email templates for your InsurGrid Link

Charles Michael avatar
Written by Charles Michael
Updated over a week ago

Using the InsurGrid Link in 4 easy steps

Charles Michael avatar
Written by Charles Michael
Updated over a week ago

Ideas to use your InsurGrid Link to close more deals and increase retention

Charles Michael avatar
Written by Charles Michael
Updated over a week ago

Implementing the InsurGrid link

Charles Michael avatar
Written by Charles Michael
Updated over a week ago