Case Study: United Risk Agency triples conversions with InsurGrid

United Risk Agency triples conversion rates with InsurGrid in the first few months

United Risk Agency, a property, casualty, and life insurance agency based in Mississippi, faced a significant challenge. Their agents were spending too much time manually quoting based on incomplete client information, which hurt their conversion rates and hindered efforts to sell multi-line policies. They needed a streamlined sales process to close more business efficiently.

The agency implemented InsurGrid's software, specifically using the InsurGrid Link for instant policy data collection. This solution allowed agents to gather a client's full declaration pages in minutes, providing an accurate view of existing coverage to quote correctly and identify cross-selling opportunities. With InsurGrid, United Risk Agency tripled its conversion rate within the first few months and built a stickier book of business.

United Risk Agency