InsurGrid
InsurGrid is a SaaS platform that uses AI to collect, extract, and verify property and casualty insurance policy data, serving 2,500+ independent agents with 450+ carrier integrations.
- Company typePrivate
- Founded2019
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What InsurGrid does
InsurGrid is a San Francisco-based SaaS platform, founded in 2019 and acquired by AI-native holding company Helium Ventures in January 2026, that provides property and casualty insurance agents with AI-powered tools to collect, extract, and verify client policy data. The platform's core function is automating the historically manual process of gathering declaration pages and policy documents from carriers: agents send clients a link via email, SMS, QR code, or embedded website form, and InsurGrid's AI extracts coverage limits, premiums, deductibles, and carrier details into structured JSON output at 99% accuracy across Auto, Home, Umbrella, Workers Comp, Cyber, Flood, and GL lines. The company has processed more than 500,000 declaration pages across 450+ carrier integrations, and serves 2,500+ agents who have used the platform to close $250M+ in premium volume.
The product surface extends beyond extraction into policy comparison, loss-run retrieval, ACORD form generation, certificate of insurance automation, coverage gap analysis, flood zone geospatial alerts, automated renewal workflows starting 60 days pre-expiry, quarterly dec-page refresh, digital declinations and e-signature, and AI Agents providing 24/7 virtual customer service with automated cross-sell and risk analysis. Underlying technology is built on AWS infrastructure with 256-bit AES encryption and SOC 2 Type 2 compliance; the company also offers a public API with Node.js, Python, and Go SDKs for developer integrations into agency management systems including Applied Epic, Vertafore, HawkSoft, AMS360, QQCatalyst, and NowCerts, supplemented by Zapier connectivity.
The business model is a flat-rate subscription at $99/month or $950.40/year (20% discount) with unlimited usage, no per-dec-page charges, and a 7-day free trial. Go-to-market is primarily product-led self-serve through the website, supplemented by inside-sales demos, an agent community of 1,500+ members, content marketing, and integration partner marketplaces. Pricing is deliberately simpler than competitors using tiered or usage-based models, targeting the long tail of independent P&C agents rather than enterprise carriers. The company raised $1.3M in seed funding in March 2021 from Engineering Capital, Hustle Fund, and Vess Capital, and reports 50% year-over-year growth under Helium Ventures' ownership through Q4 2025.
InsurGrid firmographics
Firmographics- Name
- InsurGrid
- Legal name
- InsurGrid Tech, Inc.
- Website
- https://insurgrid.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- InsurGrid is a SaaS platform that uses AI to collect, extract, and verify property and casualty insurance policy data, serving 2,500+ independent agents with 450+ carrier integrations.
- Ownership category
- akta.pro rank
InsurGrid industry classification
Industry- Product category
- Insurance Agent Software
- NAICS
- Other Insurance Related Activities (52429), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Document, Workflow & Policy Servicing Automation (RPA/No-Code) (FSAGAGAK)
- akta.pro secondary industries
- Data, Analytics & AI for Insurance (Risk, Pricing, Personalization) (FSAGAGAE), Policy Administration, Underwriting & Rating Platforms (Core Insurance SaaS) (FSAGAGAB)
Keywords
Where InsurGrid is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
InsurGrid business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Subscription - Monthly: Monthly subscription model providing access to all platform features including unlimited dec page pulls, 450+ carrier integrations, policy extraction, comparison tools, AI agents, workflows, and API access. Single flat rate of $99/month.
- SaaS Subscription - Annual: Annual subscription with 20% discount, billed at $79.20/month ($950.40 annually). Includes all platform features same as monthly plan.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | All-Inclusive Monthly Plan - $99/month |
| Subscription | Annual | All-Inclusive Annual Plan - $79.20/month ($950.40/year) |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
InsurGrid product offering
Product offeringCore offering
InsurGrid is an AI-powered SaaS platform that enables property and casualty insurance agents to collect, verify and extract policy data directly from carriers and declaration pages. The platform replaces manual email/call back-and-forth with automated dec-page collection, AI-driven structured data extraction, side-by-side policy comparison, COI automation, loss run retrieval, and workflow automation, with pre-built integrations to agency management systems, comparative raters and CRMs.
Product overview
InsurGrid is an AI-powered insurtech platform for property and casualty insurance agents consisting of a Core Platform for policy data collection and verification, supplemented by multiple integrated feature modules including Dec Page Collection, Policy Data Extraction (with AI-powered commercial lines extraction at 99% accuracy), Policy Comparison, Loss Runs, Intake Forms, ACORD Forms Generator, COI Generator, Coverage Gap Analysis, Flood Zone Alerts, Dec Page Refresh, Declination & LPR E-Sign, Quote Flows, Web Research Enhancement, and Producer Training. The platform also includes AI Agents for 24/7 automation, Workflow automation with 100+ templates, an All-In-One Dashboard, and Built-in Resources. A public API with SDKs in Node.js, Python, and Go enables developer integrations with major AMS platforms including Applied Epic, Vertafore, HawkSoft, EZLynx, AMS360, QQCatalyst, NowCerts, and AgencyZoom, as well as Zapier connectivity. The platform serves 2,500+ agents with access to 450+ carrier connections.
Differentiator
Problem solved
Functional benefit
Products and services
- InsurGrid Core Platform All-inclusive AI-powered SaaS subscription that enables P&C insurance agents to collect declaration pages from clients and carriers, extract structured coverage data via AI, compare policies, generate COIs, run renewal workflows and integrate with major AMS, rater and CRM systems. Sold at a flat $99/month (or $79.20/month annual).
- InsurGrid API Developer-facing public REST API (with SDKs in Node.js, Python and Go) for programmatic access to InsurGrid's policy data, loss run, COI and rater integration capabilities, supporting bidirectional sync with agency management systems.
- InsurGrid Tools Suite of API products including Data Intake API, Loss Runs API, COI Management API and Rater Integrations API that enable developers and agencies to build modern insurance workflows on top of InsurGrid.
- Free Agent Tools Free resources for insurance agents including a Sales Growth Guide, 15 Social Media Templates, Cross-Selling Training, 20 Email Templates and Closing Purchased Leads Training.
Quantifiable outcome
- 50% increase in sales conversions reported by agents using the platform
- +6 more outcomes
Companies that use InsurGrid
Customer profileNamed customers14 records
Segments1 record
Ideal customer profiles2 records
InsurGrid technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration20 records
AI capability9 records
Feature14 records
InsurGrid partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- HawkSoftcoreHawkSoft is an agency management system (AMS) integrated with InsurGrid, allowing agents to send leads with rich data directly from InsurGrid to HawkSoft in a few clicks.
- EZLynxcoreEZLynx is a comparative rater integrated with InsurGrid, enabling agents to generate winning quotes by sending verified insurance data directly into EZLynx comparative rater as a more accurate alternative to pre-fill.
- AgencyZoomcoreAgencyZoom is a CRM/platform integrated with InsurGrid, allowing agents to accelerate quote turnaround times by instantly transferring insurance information from InsurGrid to AgencyZoom.
- TurboRatercoreTurboRater is a comparative rater integrated with InsurGrid, enabling agents to transfer prospect insurance information directly to TurboRater to generate competitive quotes quickly.
- ZapiercoreZapier integration allows InsurGrid to connect with thousands of popular apps, enabling workflow automation without coding. Includes Google Drive, HubSpot, Pipedrive, Mailchimp, and other integrations.
- StripecoreStripe is used for payment processing. InsurGrid is a Level 1 PCI Service Provider and does not store credit card information.
Scale indicators7 records
Recent moves5 records
Expansion highlights5 records
InsurGrid competitors and assessment
Company assessmentBroad incumbents
- Salesforce (Insurance Cloud): Salesforce offers an Insurance Cloud vertical and is one of InsurGrid's integration partners. While Salesforce is a broad CRM incumbent rather than an insurtech specialist, larger agencies adopting Insurance Cloud could replace point solutions like InsurGrid for policy data workflows.
- Applied Systems: Applied Systems is the leading provider of agency management systems (Applied Epic, Applied Mobile) for insurance agencies and brokerages. InsurGrid has a pre-built connector for Applied Epic and competes for agent wallet share as Applied expands its built-in automation and AI capabilities.
- Vertafore: Vertafore is one of the largest insurance technology providers serving P&C agencies with agency management systems (AMS360, Sagitta, Applied Epic-adjacent), comparative raters, and carrier connectivity platforms. InsurGrid integrates with Vertafore's ecosystem but competes with its emerging AI-driven data capture features.
Direct peers
- AgencyZoom: AgencyZoom is a CRM and automation platform for P&C insurance agents. InsurGrid integrates with AgencyZoom to transfer insurance data into its workflows, while AgencyZoom's own engagement and renewal automation overlap with InsurGrid's workflow features.
- TurboRater: TurboRater is a comparative rating platform for personal and commercial lines targeting independent insurance agents. InsurGrid transfers prospect insurance data directly into TurboRater for quoting, positioning it as an upstream data source rather than a direct rating competitor.
- NowCerts: NowCerts is an insurance agency management system with built-in CRM, quoting, and carrier integration tools. InsurGrid has a pre-built connector for NowCerts and competes for similar data-collection and workflow automation workflows inside agencies.
- HawkSoft: HawkSoft is an agency management system purpose-built for independent P&C insurance agencies. InsurGrid integrates natively with HawkSoft to push leads and policy data, but HawkSoft's own customer communication and data capture features compete for the same workflow.
- EZLynx: EZLynx is a leading comparative rating and insurance agent workflow platform, owned by Applied Systems. InsurGrid sends verified insurance data into EZLynx as a pre-fill alternative, making it both a partner and adjacent competitor for agent pre-quote data capture.
Regional players
- Snapsheet: Snapsheet is a claims management and appraisal platform serving P&C insurers and large agencies. While its primary focus is claims rather than dec page collection, Snapsheet overlaps with InsurGrid's AI-powered policy data extraction and document processing capabilities at the upper end of the agent market.
Emerging players
- Better Agency: Better Agency is a marketing automation and CRM platform purpose-built for insurance agencies. InsurGrid connects to Better Agency via Zapier to drive automated follow-ups with insurance data capture links, and both target the same independent agent persona.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
InsurGrid social profiles
Digital presenceInsurGrid compliance and trust
Trust signalCompliance2 records
InsurGrid financial estimates
Financial estimateRevenue estimate
Valuation estimate
InsurGrid leadership team
Management profileNumber of profiles
Profiles2 records
InsurGrid funding detail
Funding detailFunding overview
Funding rounds1 record
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
InsurGrid M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about InsurGrid
What does InsurGrid do?
InsurGrid is an AI-powered SaaS platform that enables property and casualty insurance agents to collect, verify and extract policy data directly from carriers and declaration pages. The platform replaces manual email/call back-and-forth with automated dec-page collection, AI-driven structured data extraction, side-by-side policy comparison, COI automation, loss run retrieval, and workflow automation, with pre-built integrations to agency management systems, comparative raters and CRMs.
Is InsurGrid a public or private company?
InsurGrid is a private company. It is classified as corporate owned and is currently operating.
When was InsurGrid founded?
InsurGrid was founded in 2019. It employs 1 to 10 people.
Where is InsurGrid based?
InsurGrid is headquartered in San Francisco, United States, in the North America region.
How does InsurGrid make money?
Two revenue lines are on record. SaaS Subscription - Monthly is the primary driver. The others are saaS Subscription - Annual.
Who are InsurGrid's main competitors?
Broad incumbents on record are Salesforce (Insurance Cloud), Applied Systems and Vertafore. Direct peers are AgencyZoom, TurboRater, NowCerts, HawkSoft and EZLynx. Snapsheet is listed as a regional player. Better Agency is listed as an emerging player.
Does InsurGrid have an API?
Yes. InsurGrid offers a public API enabling developers to build integrations with agency management systems, rating engines, and internal tools. The API provides structured JSON output for policy data, loss runs, COI generation, and rater integrations. SDKs are available in Node.js, Python, and Go. The API supports real-time bidirectional sync with pre-built connectors for major AMS platforms, custom field mapping, and webhook notifications. Developer documentation is at www.insurgrid.com/insurgrid-api.
What industry is InsurGrid in?
InsurGrid's product category is Insurance Agent Software. Its primary akta.pro industry code is FSAGAGAK, Document, Workflow & Policy Servicing Automation (RPA/No-Code), with a secondary code of FSAGAGAE, Data, Analytics & AI for Insurance (Risk, Pricing, Personalization). Its NAICS code is 52429 and its SIC code is 6411.