InsurGrid Proposal Builder review: pricing, features and client output
InsurGrid Proposal Builder turns carrier quotes, dec pages and policies into a side-by-side comparison and an agency-branded proposal draft. A producer reviews it before it goes to the client.
It is part of the InsurGrid platform for P&C agencies, which also collects dec pages and loss runs from clients.
- Best for
- P&C agencies already collecting dec pages and quotes in InsurGrid
- Type
- Proposal builder inside a policy data platform
- Lines
- P&C. Examples show property and general liability
- Free trial
- None for Proposal Builder. Book a demo
- What the client gets
- An agency-branded proposal after producer review
- Contract
- Monthly or yearly, renews on its own
Our take
Proposal Builder makes most sense if InsurGrid already collects your clients' dec pages. The records you gather there feed the proposal without retyping.
Pricing is the open question. InsurGrid's published plan doesn't list Proposal Builder, so get the cost in writing.
It is a lighter tool than CopyCat or Advocate, with no page-level citations or line-specific checks.
Pros
- Reuses quotes and dec pages already in InsurGrid
- Flags uncertain fields for review
- Shows current terms against proposed changes at renewal
- Agency-branded output
Cons
- Proposal Builder price not published
- No full list of supported lines
- No AMS link named for proposals
- Source trace is by file name, not page
Plans and pricing
- Proposal Builder
- Price not published. Book a demo to ask
- InsurGrid platform
- $99 a month, or $79 a month billed yearly
- What the platform plan lists
- Dec page extraction for 450+ carriers, client intake links, funnel tracking, Zapier and reminders
As of October 2026, from insurgrid.com/pricing.
Lines and who it fits
- Type
- Proposal builder inside a policy data platform
- Lines
- Property and casualty. InsurGrid shows property and general liability as examples, not a full list
- Built for
- P&C agents and agencies, especially commercial lines teams
- New business or renewals
- New business, renewal review and remarketing
What goes in
| Source | File types | How it gets in |
|---|---|---|
| Carrier quotes | Upload | |
| Dec pages and policies | Upload, or already collected in InsurGrid | |
| Existing InsurGrid records | Structured data | Reused |
How it reads documents
- How it reads
- AI extraction into a structured comparison
- What it pulls
- Premiums, limits, deductibles and selected coverage details
- Source trace
- Source file names stay attached during review
- Who checks
- A producer reviews and edits before the client sees it
- Uncertain fields
- Flagged for follow-up
InsurGrid doesn't make coverage or binding decisions. Licensed staff stay responsible.
Comparisons it builds
- Side by side
- Quote options with premiums, limits, deductibles and selected details
- Renewal changes
- Current against proposed terms
- Premium and payment
- Taken from the source documents
Commercial schedules and forms
- Open items
- Subjectivities, conditions and next steps in producer notes
- Renewals
- Current policy against renewal and remarket options
Branding and disclosures
- Branding
- Agency identity, layout and producer context
- Proposal sections
- Cover, account summary, option comparison, coverage detail, premium summary, changes and producer notes
What the client gets
- Format
- An agency-branded proposal
- Before it goes out
- Producer review is part of the workflow
Integrations
Zapier and an API connect the wider InsurGrid platform to other tools. Ask in the demo whether proposals can reach your AMS.
Users, security and privacy
Users
- Producers review and approve
- Licensed staff own coverage advice
Security and privacy
- Hosted on AWS
- Encrypted in transit and at rest
- Access controls and an incident response plan
- Payments handled by Stripe
InsurGrid's privacy policy allows research and new products built from pooled, de-identified user data.
Getting started
Book a demo
Ask what Proposal Builder costs and which plan includes it.
Pick one workflow
New business, renewal review or remarketing.
Test a small group
Track missing fields, manual touches and time to a producer-ready draft.
Roll it out
InsurGrid lists implementation help for renewal work.
Support is by email at support@insurgrid.com and through the help center.
Contract and your data
- Term
- Monthly or yearly
- Renewal
- Renews on its own unless you downgrade first
- Canceling
- Before the next billing cycle. Keep the confirmation email
- InsurGrid's rights
- It can end access at any time under its terms
- Billing
- Plan and history under Settings, then Billing
From InsurGrid's terms and help center, checked October 2026.
InsurGrid Proposal Builder alternatives
- CopyCatQuote onlyPage-linked citations across commercial, personal and benefits
- Polly$39 a month for up to 10 usersPublished price, web proposals and view tracking
- Covera Agents Quote ComparisonQuote onlyFixed coverage grids with EZLynx and Momentum links
- AdvocateFrom $49 a user a month billed yearlyCommercial property with market price benchmarks
See every option in insurance proposal software.
Frequently asked questions
How much does InsurGrid Proposal Builder cost?
InsurGrid doesn't publish it. Ask in the demo which plan includes it.
Which lines does it handle?
P&C. InsurGrid shows property and general liability as examples.
Does InsurGrid choose the coverage?
No. A producer reviews every proposal and makes the call.
Can I cancel InsurGrid any time?
Yes, before the next billing cycle. Keep the confirmation email.
How we researched this review. We based this review on the terms and product pages published by InsurGrid Proposal Builder, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan InsurGrid Proposal Builder quit selling or a contract term that reads different now, let us know and send the link to the page where InsurGrid Proposal Builder has it. Somebody here pulls up that page and checks it before we change anything on ours.