Resources & Templates

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12 articles in this collection
Written by Charles Michael and Alex Khadiwala

Custom Templates

How our custom template feature works
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Written by Alex Khadiwala
Updated over a week ago

Social Media Templates

We put together effective social media templates you can use with your InsurGrid Link.
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Written by Charles Michael
Updated over a week ago

Text Templates

Insurance agents text their InsurGrid Link to clients. We put together the most effective way to share your InsurGrid Link via text message.
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Written by Charles Michael
Updated over a week ago

Phone Scripts

We put together the most effective scripts for you to introduce your InsurGrid Link on the phone.
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Written by Charles Michael
Updated over a week ago

Cross Sell (Monoline Accounts) Email Campaign

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Written by Charles Michael
Updated over a week ago

Win-back (Quoted not sold) Email Campaign

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Written by Charles Michael
Updated over a week ago

Best way to use your InsurGrid Link QR Code

Your InsurGrid Link QR Code is an effective way to share your InsurGrid Link in public.
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Written by Charles Michael
Updated over a week ago

Using your InsurGrid Link with referral partners

You can use your InsurGrid Link to help your referral partners intro you to more clients. The bonus is you get the client's dec pages too.
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Written by Charles Michael
Updated over a week ago

InsurGrid client walkthrough and explainer video

We put together a quick 30-second video to share with your clients to explain how your InsurGrid Links works.
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Written by Charles Michael
Updated over a week ago

Using your InsurGrid Link with purchased leads

We put together instructions on how to use your InsurGrid Link with purchased leads. These types of leads are data for future closed deals.
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Written by Charles Michael
Updated over a week ago

Managing your Incomplete Submissions

We put together instructions on how to manage incomplete submissions. They are HOT leads and a valuable part of using your InsurGrid Link.
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Written by Charles Michael
Updated over a week ago

Proper InsurGrid Link expectations

We put together a set of expectations you should have for your InsurGrid Link to get the most value.
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Written by Charles Michael
Updated over a week ago