The new feature set integrates custom intake forms with an automated generator, allowing agencies to assemble submissions for property, liability, auto, and workers' compensation lines. Supported documents include ACORD 125, 126, 130, 140, 80, and 185. By pulling together client answers, carrier documents, and policy details into a single interface, the system identifies missing information earlier in the submission cycle.
Rohit Mittal, CEO of InsurGrid, noted that the platform addresses the industry-wide bottleneck where incoming data arrives in fragmented pieces requiring manual transcription. For agencies like Seban's Insurance Solutions, the efficiency gains translate into saved hours that can be redirected toward sales calls and client engagement. The tools are available immediately for users on the platform’s $99-per-month plan, supporting a growing user base that currently includes 2,500 agents and over $250 million in closed premiums.

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