InsurGrid Expands AI-Powered Policy Extraction and Comparison for P&C Agents

SAN FRANCISCO, CA — May 19, 2026 — InsurGrid, an AI insurance technology company and the leading policy data platform for P&C insurance agents, today announces expansion of its AI-powered Policy Extraction and Policy Comparison tools. The two features work together to replace what has traditionally been one of the most time-consuming steps in the sales process: manually reviewing and comparing carrier policies, line by line, across all policy types (including commercial).

Agents upload a current policy PDF from any carrier – Geico, Universal, Mercury, or any of the hundreds of formats in the market – and InsurGrid’s extraction engine parses the document into structured coverage data in seconds. That data feeds directly into the comparison tool, which places the existing policy alongside a new quote and highlights every coverage change, premium difference, and gap. The result is a professional comparison table ready for client presentations, replacing a process that previously took 45 minutes or more per client.

Since the launch just a few weeks ago, agents have used the tools to process hundreds of policy operations across auto, homeowners, umbrella, BOP, general liability, commercial auto, workers compensation, and commercial property – all with a 100% completion rate. Auto and homeowners policies account for the majority of comparisons, while the extraction engine is already handling a broader range of commercial documents.

“When an agent sits down with a client who has a Geico auto policy or a Universal homeowners policy, the first question is always: how does your quote actually compare? Answering that used to mean an afternoon with two PDFs and a spreadsheet. Now agents upload both documents and have the answer in under a minute — every coverage line, every dollar difference, every gap.” — Rohit Mittal, CEO, InsurGrid

Key Features

  • Policy Extraction — AI reads any carrier’s policy PDF and converts it into structured coverage data, handling personal and commercial lines across hundreds of carrier formats
  • Side-by-Side Comparison — Generates formatted comparison tables showing coverage changes, premium impacts, and gaps between an existing policy and a new quote
  • Gap and Upsell Detection — Surfaces missing coverages and underinsured areas that are easy to miss in manual reviews, with early users reporting 73% more upsell opportunities identified per client

Customer Impact

“What used to take me 45 minutes per client now takes less than a minute. I ran auto, home, and umbrella comparisons for the same family in one sitting — that would have been half a day before. The coverage gap detection alone has surfaced upsell opportunities I was completely missing.” — Agency Principal, P&C Insurance Agency

Availability and Pricing

Policy Extraction and Policy Comparison are available now for all InsurGrid subscribers at $99 per month, which includes access to InsurGrid’s full platform. New users can start with a free trial at insurgrid.com.

Book a demo and get a free trial.

About InsurGrid

InsurGrid is the leading policy data collection and AI workflow platform for property and casualty insurance agents. Founded in 2019 and headquartered in San Francisco, CA, InsurGrid serves over 2,500 agents nationwide who have collectively collected more than 500,000 declaration pages and closed over $250 million in premium through the platform. Acquired by Helium Ventures, InsurGrid achieved 50% year-over-year growth through Q4 2025 and maintains a 4.9-star customer rating.

For more information, visit https://insurgrid.com.

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