InsurGrid
The fastest way to get client insurance information.
Overview
InsurGrid is a platform designed to help insurance agents save time by securely and instantly collecting insurance information, documents, and signatures from their clients. While not exclusively a surety tool, it is used by surety agents to gather necessary underwriting documents, such as financial statements, work-in-progress schedules, and signed indemnity agreements, streamlining the front-end of the surety process.
✨ Key Features
- Secure document collection portal
- Client-facing information requests
- E-signatures
- Automated follow-ups
- Agent branding
- SOC 2 Type II compliant
🎯 Key Differentiators
- Specifically designed for the insurance agent workflow
- High security standards (SOC 2 Type II)
- Combines information requests, document collection, and e-signatures in one platform
Unique Value: Drastically reduces the time and friction involved in collecting the necessary underwriting information from clients for a surety bond application.
🎯 Use Cases (3)
✅ Best For
- Collecting a full schedule of insurance policies from a client in minutes.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Issuing or underwriting the surety bond itself
- Managing the bond lifecycle post-issuance
🏆 Alternatives
Unlike using a combination of email, phone calls, and separate e-signature tools, InsurGrid provides a single, secure, and professional-looking platform for clients to submit everything an agent needs, improving client experience and agent efficiency.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: N/A
🔄 Similar Tools in Surety Bonds
Bond-Pro
An end-to-end surety management platform for carriers, agencies, and brokers....
iAutomate: Erlon Surety
A surety bond workflow and management solution for insurance agencies and brokers....
Surety2000
A secure electronic delivery system for surety bonds....
Tinubu Surety
A cloud-based SaaS solution for carriers, brokers, and agents to manage the entire bond lifecycle....
Surety Flow
A specialized software for surety agencies to issue bid, performance, and payment bonds quickly....
CAM Surety
A software solution for surety insurers for portfolio management, risk assessment, and product manag...