Case Study: Sharpe & Associates Insurance Agency gathers declaration pages faster with InsurGrid

Sharpe & Associates Insurance Agency gathers declaration pages in half the time with InsurGrid

Sharpe & Associates Insurance Agency, a multi-line agency, faced the challenge of being overly reliant on client phone calls to gather insurance declaration pages. This process was time-consuming for their agents and often difficult for clients, leading to delays in providing quotes. To address this, they turned to the vendor InsurGrid and its InsurGrid Link product.

By implementing InsurGrid's solution, the agency streamlined its information gathering process. Clients could now use a secure, customized portal to submit their declaration pages automatically. This solution eliminated hours of phone calls and document chasing for Sharpe & Associates, allowing them to respond to requests faster, quote more clients, and close business more quickly. InsurGrid provided a major efficiency gain and improved the customer experience.

Sharpe & Associates Insurance Agency