InsurGrid Launches AI-Powered Policy Comparison and Data Extraction for Insurance Agents
SAN FRANCISCO, CA — February 27, 2026 — InsurGrid, the leading policy data collection and AI workflow platform for property and casualty insurance agents, today announced the general availability of its AI-powered Policy Comparison and Policy Data Extraction tools. The combined capabilities allow agents to extract structured data from any insurance PDF and generate professional side-by-side policy comparisons in seconds, replacing hours of manual work.
The new tools address one of the most time-consuming tasks in insurance sales: analyzing and comparing policy documents. InsurGrid’s AI engine processes declaration pages with 99% data accuracy across 350+ carrier integrations, extracting premiums, deductibles, coverage limits, endorsements, and classification codes from both personal and commercial lines. The Policy Comparison tool then transforms that data into client-ready comparison tables that highlight coverage gaps, premium differences, and savings opportunities.
Independent insurance agents spend an average of 45 minutes manually reviewing and comparing policies for a single quote. With the insurance industry facing a well-documented talent shortage and increasing competition from direct-to-consumer carriers, tools that free agents to focus on client relationships rather than data entry have become essential to agency survival.
“Insurance agents got into this business to help people protect what matters to them, not to spend half their day copying numbers from PDFs into spreadsheets. These tools give agents back the hours they need to actually sell and serve their clients. When you can hand a prospect a clear, accurate comparison in under a minute, the conversation shifts from price to value.” – Rohit Mittal, CEO, InsurGrid
Key Features
The release includes:
- AI Policy Data Extraction — Converts any insurance declaration page into structured, editable data in seconds with 99% accuracy across auto, home, umbrella, cyber, flood, and workers compensation policies.
- Side-by-Side Policy Comparison — Automatically generates professional comparison tables showing coverage differences, premium impacts, and savings opportunities between current and proposed policies.
- Commercial Lines Support — Extends AI extraction and comparison capabilities to commercial policies including general liability, workers compensation, and cyber coverage.
Customer Impact
Agents using InsurGrid’s AI tools report measurable improvements across their sales process. Beta users achieved a 28% higher close rate when presenting AI-generated comparisons to prospects, while identifying an average of $2,400 in annual savings per client. Across the platform, InsurGrid has saved agents more than 45,000 hours of manual policy analysis and processed over 500,000 declaration pages since launch.
“Since I started using InsurGrid’s AI tool, I can never go back to creating comparison tables by hand. What used to take me 45 minutes now takes less than a minute, and the accuracy is better than anything I could do manually. My clients see the side-by-side breakdown and the conversation just clicks.” – Commercial lines brokerage agent.
Availability and Pricing
Policy Comparison and Policy Data Extraction are available now for all InsurGrid subscribers at $99 per month, which includes full access to InsurGrid’s complete platform: data collection, AI policy analysis, coverage gap detection, loss runs processing, and certificate of insurance generation.
Book a demo and get a free trial.
For more information, visit https://insurgrid.com.
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 100,000 declaration pages and closed over $250 million in premium through the platform. Acquired by Helium Ventures in January 2026, 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.