Case Study: Jason Conner closes 10 bound policies in 2 weeks with InsurGrid

Jason Conner closes 10 bound policies in 2 weeks with InsurGrid

InsurGrid helped independent insurance agent Jason Conner overcome a significant challenge in his sales process. His prospects lacked visibility into their current insurance policies, which forced Jason to spend excessive time on follow-up calls explaining coverage details and tracking down declaration pages. This slow and tedious process dragged out his time to close and created a poor experience for his busy clients.

Using the InsurGrid Link product, Jason provided prospects with a swift and secure login to instantly share their policy details. This gave him fast, accurate, and complete information on a single call, transforming his sales strategy. As a result, InsurGrid helped Jason expedite his process, achieving ten bound policies in his first two weeks using the platform and securing more one-call closes than ever before.

Jason Conner