InsurGrid
Simple, Secure Policy Data Collection for Property and Casualty Insurance Agents
Overview
InsurGrid is a policy data collection and verification platform designed specifically for property and casualty insurance agents. The company is building the infrastructure layer for insurance, starting with simplifying how agents collect declaration pages and policy documents from prospective clients.
The platform eliminates the traditional back-and-forth emails and phone calls required to gather insurance policy information. Agents simply send a link to clients via email, SMS, QR code, or embed it on their website, and InsurGrid's AI-powered system handles the rest, extracting policy data with 99% accuracy across 350+ carrier formats.
InsurGrid has helped over 2,500 insurance agents verify and collect 100,000+ declaration pages, facilitating the closing of $250,000,000+ in premium. The platform serves both personal and commercial lines, offering tools for policy extraction, coverage gap analysis, loss run generation, and quote automation.
Products & Services
Personal Link
Personal lines policy data collection tool that enables agents to gather homeowners, auto, umbrella, and flood insurance information from prospects.
Key Features
- One-click policy data collection via shareable link
- AI-powered declaration page extraction
- Coverage gap identification
- Flood zone alerts
Target Users: Personal lines insurance agents
Commercial Link
Commercial lines policy data collection for business insurance, including Workers Comp, Cyber, and General Liability policies.
Key Features
- Commercial policy document processing
- Multi-policy data extraction
- Business insurance verification
- Certificate of Insurance (COI) generation
Target Users: Commercial lines insurance agents and brokers
Policy Extraction Tool
Converts PDF policies into structured JSON data for integration with agency management systems.
Key Features
- 99% accuracy across 350+ carrier formats
- Extracts coverage limits, premiums, deductibles, and carrier details
- JSON output for AMS integration
- Supports Auto, Home, Umbrella, Workers Comp, Cyber, Flood, and GL
Target Users: Insurance agents and agencies with automation needs
Policy Intelligence
AI-powered analysis that identifies coverage gaps and upsell opportunities with sales scripts.
Key Features
- Coverage gap analysis
- Upsell opportunity identification
- Sales script generation
- Policy comparison tools
Target Users: Sales-focused insurance agents
Loss Runs
Automated loss run generation and processing for underwriting and renewal workflows.
Key Features
- Automated loss run requests
- Loss history extraction
- Carrier integration for loss data
Target Users: Insurance agents handling renewals and new business
At a Glance
- Founded
- 2020
- Headquarters
- San Francisco, California
- Employees
- 1-10
- Funding
- Seed
Category & Focus
- Category
- Data & Analytics
- Subcategories
- Policy Data Extraction Document Processing Loss Run Automation
- Insurance Verticals
- P&C
- Target Customers
- Agents, Brokers
Customers
- Sea to Sky Insurance (closed extra $60,000 in first three weeks)
- [Unknown]
Links
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Last updated: 2026-05-12