Your policies are everywhere. Your agency shouldn't be.
Bring customers, policies, renewals, and everyday agency work from multiple insurers into one organised platform. GridGrowth replaces scattered files, spreadsheets, and repetitive manual work with one clear workflow.
Every policy, every renewal, one screen
Every insurer you sell for, in one unified view — not a separate login and a separate spreadsheet for each one.
Data enters by extraction. Never by typing.
Every competing insurance CRM in India is a data-entry tool wearing a dashboard. GridGrowth removes the typing entirely — the agent does their normal job, and the record already exists.
Install
The desktop agent runs quietly in the background, watching for policy PDFs the way you already download them.
Extract
Customer, premium, insurer and renewal date are pulled out automatically — nothing typed by anyone.
Organize
Every policy lands in one searchable book, grouped by customer, insurer, and line of business.
Remind
Renewal reminders go out automatically at 30, 15 and 7 days before a policy is due.
From the policy PDF to the renewal that never gets missed
Upload a policy schedule and GridGrowth reads it automatically. Every renewal it creates stays tracked, sorted by urgency, until it's handled.
Every renewal coming due, sorted by urgency.
Every policy PDF becomes a clean, structured record.
One agent or twenty. One insurer or twelve. Same manual retyping either way.
These are examples, not a checklist — the agencies we work with best sell across multiple insurers and lines of business, and are tired of their whole book living across a dozen portals and one shared Excel sheet.
The same patterns, in almost every agency we talk to.
Nothing exaggerated here. Just the ordinary things that quietly cost an agency time, clients, and commission every year.
One book, a dozen insurer portals
Every insurer means another login, another download, another place to check — nothing brings your whole book together.
Missed renewals
A missed renewal isn't one lost commission — it's the whole future stream from that client.
One shared Excel sheet
The whole book living in a spreadsheet only one or two people fully understand.
No single view of the agency
Policies, customers and renewal dates scattered across portals and spreadsheets — never one place to see the whole book at a glance.
You'll know exactly what's covered.
Agencies should know what to expect before they onboard. This is the whole process.
That honesty is the point. We'd rather flag a document for review than have it silently disappear.
We set up your agency.
Your team, your insurers, and your commission rates, configured once.
You install the desktop agent, or start uploading.
Whichever fits how your team already works — both feed the same book.
We watch what actually extracts cleanly.
Anything from an insurer template we haven't seen yet goes to a review queue, not silently dropped.
We keep it accurate for your insurers.
If a format doesn't read perfectly on day one, we fix it — usually within a few days, and it's covered by your setup fee.
You're trusting us with your clients' documents. Here's exactly how we handle that.
Plainly stated, not a compliance page. Every line here is true of the software running today.
Policy documents are deleted after processing
We keep the extracted details — customer, premium, insurer, dates — the original file is removed from our servers once it's no longer needed. A document flagged for manual review is kept only until that review is done.
Every agency's data is completely separate
Your customers, policies and reports are isolated at the data layer. No other agency can ever see your book.
We never touch your insurer portals
GridGrowth only reads policy documents you've already downloaded yourself. We never ask for, store, or use your insurer login credentials.
The desktop agent only looks at policy PDFs
It watches your Downloads folder and only reads PDF files — nothing else on your computer, and nothing is uploaded to our servers unless it's a policy document we recognize.
Your data is never sold or shared
No advertising, no third-party sharing, no aggregate resale. Your account data is used for exactly one thing: running GridGrowth for your agency.
Questions business owners usually ask.
You download the policy schedule (or premium receipt) from the insurer's portal the same way you always have — either the desktop agent watching your Downloads folder picks it up automatically, or you upload it from your phone. Either way, nothing is typed in by hand.
See your whole book in one place
A short conversation about how your agency actually works today. No pitch, no pressure — just an honest look at what fits and what doesn't.