InsurGrid, an AI-powered policy data collection and verification platform for property and casualty insurance agencies, launched a connected intake-to-ACORD workflow for commercial lines. It combines Custom Intake Forms with an AI-powered ACORD Form Generator, maps structured client and policy data into editable ACORD applications, and lets agents review and change every field before downloading the PDFs.

The 2026 Tech Trends Report from the Big "I" Agents Council for Technology found that 68% of surveyed agencies planned to increase AI use in the next 12 months; 60% cited operational efficiency as an expected benefit.

InsurGrid serves 2,500 agents and has processed more than 100,000 declaration pages and supported more than $250 million in closed premium. Supported forms include ACORD 125, 126, 130, 140, 80, and 185 for property, liability, auto, and workers' compensation workflows.

"Commercial applications slow down when information arrives in pieces that teams must rekey. We built one workflow that maps source information into editable ACORD forms and keeps agents in control of final review. The goal is to spend less time assembling applications and more time serving clients."

— Rohit Mittal, CEO, InsurGrid

Key Features

• Custom Intake Form Builder — Agencies create flows with custom questions, conditional logic, and templates for quotes, renewals, referrals, and prequalification.
• Carrier-Connected Data Collection — Clients connect a supported carrier or upload policy documents, bringing answers, authorization, data, and source documents into one submission.
• AI-Powered ACORD Form Generator — InsurGrid maps policy and intake data into editable ACORD PDFs, reducing repeated entry across forms.
• Agent Review and Editing — Agents resolve flagged gaps, change fields, and download editable PDFs when ready.