InsurGrid Launches AI-Driven Workflow for Commercial Lines Insurance
InsurGrid, an AI-driven platform revolutionizing policy data collection and verification, has launched a new workflow tailored for commercial lines within property and casualty insurance agencies. This innovative system combines Custom Intake Forms with an AI-enhanced ACORD Form Generator. By meticulously mapping structured client and policy data into editable ACORD applications, the workflow allows agents to review and modify each field before finalizing the PDFs.
The workflow streamlines the submission process by synthesizing client responses, policy documents, carrier details, and application fields into a cohesive submission. This approach aims to minimize redundant data entry, promptly identify missing information, and ensure comprehensive applications ready for producer evaluation.
According to the 2026 Tech Trends Report by the Big "I" Agents Council for Technology, 68% of surveyed agencies plan to increase AI utilization next year, with 60% expecting operational efficiency improvements. InsurGrid supports over 2,500 agents, processing more than 100,000 declaration pages, and facilitates over $250 million in closed premiums, extending its support to various ACORD forms pertinent to property, liability, auto, and workers' compensation workflows.
Streamlined Application Process
Rohit Mittal, CEO of InsurGrid, highlighted that "Commercial applications slow down when information arrives in pieces that teams must rekey. We built one workflow that maps source information into editable ACORD forms and keeps agents in control of final review. The goal is to spend less time assembling applications and more time serving clients."
The workflow offers versatility, catering to activities such as prequalification, new business submissions, renewals, and remarketing. Agents benefit from flexible distribution options, including a single intake link via email, text, QR code, referral page, or website embed.
Amber Funston, Team Lead for Quoting and Renewals at Seban's Insurance Solutions, observed that "InsurGrid pays for itself by helping our agents save time and work more opportunities. Saving even 2 hours per agent per week means more time for sales calls, better client conversations, and more chances to bind new policies."
With Custom Intake Forms and the ACORD Form Generator included in the $99-per-month plan, InsurGrid operates from San Francisco, integrating with over 450 carriers to enhance policy management and preparation for P&C agencies. Further information is available at insurgrid.com.