--- title: "InsurGrid Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about InsurGrid Software - reviews, pricing plans, popular comparisons to other P&C Insurance products and more." source_url: "https://www.capterra.com/p/250945/InsurGrid/" page_type: "product" language: "en" --- # InsurGrid Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) InsurGrid ## What is InsurGrid? The way to buy and sell insurance is broken — we're on a mission to change this. We make simple user experiences and meaningful products to help agents win. InsurGrid lets you instantly collect your client’s dec pages and insurance information to prepare a new quote. Make buying insurance effortless for your clients with InsurGrid. ## What is InsurGrid used for? [P&C Insurance](https://www.capterra.com/p-c-insurance-software/)[Insurance Policy](https://www.capterra.com/insurance-policy-software/)[Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for InsurGrid?[Manage this product listing](https://www.g2.com/products/insurgrid/claim_requests/new?auto=true) ## InsurGrid Overview Updated August 2026 AI summary InsurGrid provides small businesses in the insurance sector with tools for managing property and casualty policies, offering features such as a broker and agent portal, document management, and insurance policy oversight. It supports customizable branding, secure login, real-time data access, and user management, and is available as a web-based SaaS solution compatible with major operating systems. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### InsurGrid 5.0 (3) VS. [4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting Price Contact vendor Starting Price $70 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (3) Ease Of Use 4.7 (258) Value For Money 4.0 (3) Value For Money 4.7 (252) Customer Service 3.7 (3) Customer Service 4.9 (237) ## InsurGrid alternatives [4.2 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 55% of reviewers rated it above 4 stars [4.7 (56)](https://www.capterra.com/p/225457/Anagram/reviews/) Starting price $150.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [0.0](https://www.capterra.com/p/190680/GO-INSUR/#reviews) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars ## FAQs about InsurGrid Overview ### What company size and specific industries is InsurGrid built for? InsurGrid is designed for insurance agents across businesses of any size, with a clear focus on the insurance industry. It is built for professionals who work in insurance agencies and need a product suited to insurance-specific workflows and client management needs. Features and Usability ### What are the key features of InsurGrid? InsurGrid offers client management, broker/agent portal, and client portal functions for insurance workflows. Core features include insurance policy management, lead management, pipeline management, and contact database tools. It also includes document management, document storage, data import/export, customizable fields, customizable templates, real-time data, search/filter, and secure login. Integrations ### Which third-party tools and platforms does InsurGrid integrate with? InsurGrid integrates with EZLynx, a third-party platform used to automate email workflows when creating applicants. The available integration evidence points to EZLynx as the confirmed connected system, with no other named tools provided in the catalog data for this product. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does InsurGrid offer? InsurGrid provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars offer guided instruction, while documentation and videos provide self-paced reference materials for learning features and reviewing setup steps as needed. Getting Started and Support ### What customer support options does InsurGrid offer? InsurGrid provides Email/Help Desk, FAQ/Forum, and Chat support. No reviewer feedback about support quality is available here, so only the listed channels can be confirmed. Users looking for help can use these options for questions, guidance, and issue resolution within the product's support setup. ## Features AI summary Based on 118 P&C Insurance reviews Capterra data shows that buyers of P&C Insurance rank the following features as their top priorities: - **Insurance Policy Management** (**58%** of reviewers rated this feature as critical) - **Document Management** (**53%**) - **Property & Casualty** (**50%**) InsurGrid supports all three of the features reviewers value most: **Insurance Policy Management**, **Document Management**, and **Property & Casualty**. Together, these capabilities help businesses manage policy details accurately, keep important records organized, and handle core P&C insurance workflows more efficiently, allowing teams to improve day-to-day operations and serve clients with greater consistency. Insurance Policy Management 4.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Document Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Activity Dashboard 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Broker/Agent Portal 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Online portal for brokers/agents to add, edit, update or access required information Customizable Branding 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Add customized logos and colors to align with company branding Data Import/Export 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications InsurGrid 22 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Broker/Agent Portal: Online portal for brokers/agents to add, edit, update or access required information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Marketing: Create and send email blasts/campaigns - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector - Real-Time Data: Receive data and information in real time - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Login: At least a username and password is required to access the system - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks --- Get Advice We can help you find the software with the features you need. Features 4.3 (3) 4.3 Based on 3 reviews ## Pricing Value for money 4.0 (3) ### Starting price Free trial not available Value for money 4.0 (3) 4.0 Based on 3 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.7 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.7 (3) 3.7 Based on 3 reviews ## User reviews Overall rating 5.0 Based on 3 reviews Filter by rating 5(3) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User sales Insurance ### "No REFUNDS!!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 4/10 December 20, 2023 The product is reasonable, the tech support is lousy, they seem disinterested and very slow. The customer care is lousy, I asked to stop my subscription and refund the Unused balance and InsurGrid refused to provide the refund. Real jerks. A waste of $900. Go elsewhere like Canopy Connect, much more reasonable people to work with. Pros It worked reasonably well except with Dual Factor Authorization at State Farm. It was difficult and poorly built and clients get frustrated. Cons I signed up as part of a trial evaluation with my company, once the evaluation was done my company selected another supplier, I asked to stop my subscription and refund the Unused balance and InsurGrid refused to provide the refund. Real jerks. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Brandon P. Sales Agent Insurance ### ""The agent on the ads, the one who says this is your helping hand for success!"" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 8, 2022 Amazing! Pros Its easy to use, and makes my job a breeze for gathering their insurance documents! Cons Nothing honestly, love it all. I don't have anything negative to say about the product! Reasons for choosing InsurGrid Our company showed us the pilot program and after that, I didn't need anything else to help me! I was hooked and knew it was what I was missing before! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JE Jeff E. President Insurance ### "InsurGrid usage" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 2, 2022 Outstanding Pros Easy to implement into our quoting process. Also easy for our prospects to use the program. InsurGrid enables us to do our job more efficiently and it improves our results. Clients benefit from a more complete and accurate assessment of their current coverage. Cons That I didn't have this 10 years ago. If I had I might already be retired. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.