InsurGrid Sidekick

Look up InsurGrid customers in Chrome's side panel and fill drivers, vehicles, and coverages into carrier and rater forms.

Your customer's InsurGrid record, filled into any carrier and rater portal. The customer's drivers, VINs, and prior policy are already in InsurGrid. Sidekick opens that record in Chrome's side panel, next to the rater or carrier portal you're quoting in, and types it into the form for you. You review the page and press Next yourself. LOAD A QUOTE PACKAGE ONCE Pick the customer, choose Auto, Home, or Package, then tick the intake form response and policy submissions you want to quote from. Sidekick merges them into one quote package. Answers from the customer's intake form take priority over older policy data, and drivers and vehicles are matched by license number and VIN so nobody shows up twice. The package stays loaded as you move from one carrier site to the next. FILL THE FORM IN FRONT OF YOU Click Start auto fill and Sidekick fills every field it can match on the current page: • Applicant: name, date of birth, phone, email, marital status, occupation, mailing address • Drivers: name, date of birth, license number and state, each on its own "Driver 2" row • Vehicles: year, make, model, VIN, garaging address • Auto coverage: bodily injury and property damage limits, comprehensive and collision deductibles, prior carrier and policy dates • Home: dwelling address, occupancy, square footage, roof material and roof age • Any question from the customer's InsurGrid intake form KEEPS UP WITH MULTI-STEP RATERS Sidekick keeps watching after the first page. When the rater moves to the next step or opens a new section, the new fields get filled too, including forms embedded from the same site. If you leave for a different website, auto fill stops on its own and your package stays loaded. WHAT YOU ALREADY TYPED STAYS PUT "Fill blank fields only" is the default, so anything you or the carrier entered is left as it is. Switch to "Override existing fields" when you want InsurGrid's data to win. After each page you get a count such as "12 filled · 3 preserved · 2 skipped". Fields Sidekick had no data for are highlighted in amber, with a plain-English reason for each. YOU FINISH THE QUOTE Sidekick never clicks Next, Rate, Bind, or Submit. It leaves password, payment card, CAPTCHA, and file upload fields alone. It runs only on HTTPS sites you approve, one tab at a time, and Stop auto fill ends it whenever you like. LOOK UP AND COPY ANY DETAIL Just need a policy number for a call? Search customers by name or email, open a submission, and copy one value or the whole record: carrier, policy number, effective and expiration dates, premium, coverages, discounts, drivers, vehicles, dwellings, and claims. SIGN IN ONCE Use your InsurGrid agency login, or click "Use my open InsurGrid dashboard" to reuse the session you already have. HOW MATCHING WORKS Most fields are matched on your computer from their labels and standard autocomplete attributes. For the rest, Sidekick sends InsurGrid's mapping service the form's field labels, the site address and page title, current safe field values, and your loaded quote package. The service replies only with which value belongs in which field, and Sidekick writes it into the page. You see this disclosure and confirm it before the first fill. Requires an InsurGrid agency account.