> For the complete documentation index, see [llms.txt](https://docs.insurgrid.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.insurgrid.com/sidekick.md). # Sidekick Chrome extension Install, sign in, build quote packages, auto fill forms, and troubleshoot InsurGrid Sidekick. InsurGrid Sidekick is a Chrome extension that opens your InsurGrid customers in Chrome's side panel. You can look up a customer and copy their policy details, or load a quote package and let Sidekick fill matching fields on carrier, rater, and AMS forms while you work through them. **You need:** * An InsurGrid agency account (the same login you use for the InsurGrid dashboard) * Google Chrome on a desktop computer *** ## Install and sign in {% stepper %} {% step %} ### Install the extension Chrome Web Store link coming soon. {% endstep %} {% step %} ### Pin it and open the side panel Click the puzzle-piece icon in Chrome's toolbar and pin **InsurGrid Sidekick**. Click the Sidekick icon to open the side panel. {% endstep %} {% step %} ### Sign in Choose one: * Enter your InsurGrid email and password, then select **Sign in**. * Select **Use my open InsurGrid dashboard**. This works when you already have a signed-in `dashboard.insurgrid.com` tab open in Chrome. {% endstep %} {% endstepper %} After you sign in, the home screen offers **Explore submissions** and **Quote package**. **Sign out** is in the top-right corner of the panel. *** ## Look up and copy customer details 1. Select **Explore submissions**. 2. Pick a customer from **Recent customers**, or search by name or email. 3. Select a submission to open it. 4. Switch between the **Policy**, **Drivers**, **Vehicles**, **Dwellings**, and **Claims** tabs. Coverages and discounts appear on the **Policy** tab. 5. Select **Copy** next to any value, or **Copy all fields** to copy everything on the submission as plain text. Tabs only appear when the submission has that kind of data. *** ## Build a quote package A quote package is a snapshot of one customer's data that Sidekick uses for auto fill. You build it once and reuse it on every portal you quote in. 1. Select **Quote package** and choose a customer. 2. Under **Quote type**, choose **Auto**, **Home**, or **Package**. 3. Under **Form response**, choose the intake form response to use, or **No form response**. Sidekick suggests the newest one. 4. Under **Submissions**, check the policies to include. Sidekick suggests the current ones. 5. Select **Load package**. The package card stays at the top of the panel while you browse other customers or move between tabs. Closing the side panel does not unload it. Restarting Chrome or signing out does. You can load one package at a time. To change the customer, quote type, form response, or submissions, select **Unload** and build a new package. *** ## Auto fill a form {% stepper %} {% step %} ### Open the form Go to the carrier, rater, or AMS page you want to fill. It must be an `https://` page. {% endstep %} {% step %} ### Choose how to treat fields that already have values On the package card, under **Existing fields**: * **Fill blank fields only** (the default) leaves anything already typed or selected on the page alone. It can tick an unticked checkbox, but never unticks one. * **Override existing fields** replaces values already on the page, including checkboxes. {% endstep %} {% step %} ### Select Start auto fill The first time, Sidekick shows a **Before Sidekick starts** notice explaining what it sends to InsurGrid (see [Privacy and data](#privacy-and-data)). Select **Continue**. Chrome then asks whether Sidekick can access the current site. Allow it. Sidekick asks once per site. {% endstep %} {% step %} ### Check the results Sidekick reads the page, matches fields to the package, and fills the ones it can match. The panel shows a count for the current page: `This page: 4 filled · 2 preserved · 3 skipped` * **Filled**: Sidekick wrote a value. * **Preserved**: the field already had a value and you chose **Fill blank fields only**. * **Skipped**: Sidekick left the field unchanged. Each skipped field is listed below the count with the reason. Fields that InsurGrid has no data for are highlighted in amber on the page so you can spot what to enter by hand. {% endstep %} {% step %} ### Continue through the form Click **Next** (or the portal's equivalent) yourself. While auto fill is running, Sidekick fills each new page and each newly revealed section on the same site. The panel shows **Auto Fill is watching** followed by the site name. {% endstep %} {% step %} ### Stop when you're done with that site Select **Stop auto fill**. Values Sidekick already wrote stay on the page. The amber highlights are removed and Sidekick stops filling. The quote package stays loaded, so you can go to the next portal and select **Start auto fill** again. {% endstep %} {% endstepper %} When you've finished quoting the customer, select **Unload**. {% hint style="info" %} Auto fill runs in one tab at a time. If it's running on another tab, stop it there first. **Go to active tab** takes you to it. If you navigate the active tab to a different website, Sidekick stops auto fill on its own and keeps the package loaded. {% endhint %} *** ## What Sidekick won't do * It never clicks **Next**, **Save**, **Rate**, **Quote**, **Bind**, or **Submit**. You move through the form and submit it yourself. * It does not fill password, payment, CAPTCHA, or file upload fields, or fields the site has disabled or made read-only. * It works only on `https://` pages. * It fills only data InsurGrid already has for the customer. It doesn't guess missing values. Carrier-specific underwriting questions, annual mileage, roof and construction details, lienholder details, and similar items are often not in InsurGrid and will need manual entry. Review every page before you continue. You remain responsible for what you submit to the carrier. *** ## Troubleshooting | What you see | What to do | | ---------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------- | | Enter email and password. | Fill in both fields, then select **Sign in**. | | Invalid email or password. | Check your InsurGrid login. Use the same credentials as the InsurGrid dashboard. | | No signed-in InsurGrid dashboard tab found. Open dashboard.insurgrid.com, sign in, then try again. | Open `dashboard.insurgrid.com` in a tab, sign in, then select **Use my open InsurGrid dashboard** again. Or sign in with email and password. | | Session expired. Sign in again. | Your sign-in timed out. Sign in again. A loaded package is cleared when you sign out. | | Sidekick could not identify your agent account. Sign out and back in. | Select **Sign out**, then sign in again. | | A quote package is already loaded. Unload it before loading another. | Select **Unload** on the current package card, then load the new one. | | Form responses are unavailable. You can still load client and submission data. | Select **Retry form responses**, or build the package from submissions only. | | This package has no customer data to fill. Choose another response or submission. | The selected sources are empty. Pick a different form response or more submissions. | | Sidekick can fill forms only on secure HTTPS pages. | Auto fill doesn't run on `http://` pages, local files, or Chrome pages. Open the portal's `https://` address. | | Sidekick needs access to this site to fill its forms. | You declined Chrome's site access prompt. Select **Start auto fill** again and allow access. | | Auto fill is already running in another tab. Stop the active auto fill before starting it on this page. Your quote package will remain loaded. | Select **Go to active tab**, select **Stop auto fill** there, then come back and start again. | | Auto fill stopped because you left the active site. Your quote package is still loaded. | Expected when the tab moves to a different website. Select **Start auto fill** on the new site. | | Sidekick could not start auto fill on this page. | Reload the page and try again. If it keeps happening, contact support with the site address. | | Matching timed out. Sidekick kept the fields it could match safely. | Fill the remaining fields by hand, or stop and start auto fill again on that page. | | Auto Fill is temporarily unavailable. Try again in a moment. | InsurGrid's matching service didn't respond. Fields Sidekick could match on its own are still filled. Wait a moment and start again. | | Allow access to this site, then try again. | Site access was removed during the run. Start auto fill again and allow access. | | This field is in a section Sidekick can't access. Enter it manually. | The field sits in an embedded form loaded from another website. Sidekick can't reach it. Enter it by hand. | | Not found in this customer's InsurGrid profile. | InsurGrid has no value for this field. Enter it by hand, or add it to the customer in InsurGrid before building the package. | | We couldn't tell which customer item this field belongs to. Enter it manually. | Sidekick couldn't tell which driver, vehicle, dwelling, or claim the field is for. Enter it by hand. | | We couldn't recognize this field. Enter it manually. | Sidekick wasn't confident what the field asks for, so it left it alone. | | The saved value isn't available in this rater's choices. Select it manually. | The dropdown or radio choices don't include InsurGrid's value. Pick the closest option yourself. | | This rater uses a field Sidekick can't update. Enter it manually. | The site uses a custom control Sidekick can't fill safely. | | This rater blocked the update. Enter it manually. | The site rejected the value Sidekick tried to write. | *** ## Privacy and data Sidekick reads customer data from your InsurGrid account and writes it into the form in your browser. When you start auto fill, Sidekick first matches what it can on its own. For fields it can't match, it sends InsurGrid: * The form's field labels, names, types, section headings, and dropdown options * The site address and page title * Values already in supported fields on the page * The loaded quote package InsurGrid returns which package value belongs in which field. Sidekick checks that against the page and does all the writing in your browser. Sidekick never sends passwords, payment fields, CAPTCHAs, uploaded files, disabled or read-only fields, or the page's full HTML. The quote package is held in Chrome only for the current browser session. Sidekick doesn't save it to InsurGrid, and it's cleared when you unload it, sign out, or restart Chrome. Read the full [InsurGrid privacy policy](https://insurgrid.com/privacy-policy). *** ## Contact support Visit the [InsurGrid help center](https://help.insurgrid.com) or email [**support@insurgrid.com**](mailto:support@insurgrid.com). To help us find the problem fast, include: * The website address where auto fill had trouble * The message Sidekick showed, word for word * The customer and roughly when it happened --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.insurgrid.com/sidekick.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. 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