InsurGrid and Salesflare

How to connect InsurGrid

When new Client in InsurGrid, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Submission in InsurGrid, find or create contact in Salesflare.

InsurGrid is your hub for verifying insurance policy data and documents professionally and efficiently.

Start a workflow when this happens

New Client — Triggers when a client is created.
New Declaration Page — Triggers when a new client declaration page is created.
New Submission — Triggers when a consumer completes an intake form or connects a carrier, with every collected field flattened for mapping.

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