Canopy Connect 🌳

Who is it meant for?

Canopy Connect is primarily designed for insurance agents, agencies, and other professionals in the insurance and financial industries, such as:

Insurance Agents and Agencies: To quickly and securely collect verified insurance information from prospective clients.
Car Dealerships: To verify that buyers have the correct insurance coverage.
Mortgage Lenders: To streamline the home loan process by instantly verifying insurance.
Auto Finance Companies: To ensure borrowers have the right coverage before finalizing loans.

General overview of who Canopy Connect is for, you can watch:

Canopy Connect is a data intake platform used to:

Collect verified insurance data: Agents can gather policy details, driver information, claims history, and even commercial loss runs directly from a prospect's current insurance carrier.
Eliminate manual data entry: The platform automates the process of collecting information, reducing errors and saving time.
Generate accurate quotes: By accessing verified data, agents can provide faster and more precise quotes, which can help increase their closing ratio.
Streamline workflows: It integrates with various CRM and agency management systems (AMS) to automatically populate client information.

Helpful Videos:

Canopy Connect is used to solve common pain points in the insurance and lending industries:

Efficiency: It eliminates the time-consuming and often inaccurate process of "back-and-forth" communication with prospects to get their policy information.
Accuracy: It provides verified, real-time data directly from the insurance carrier, avoiding errors from manual data entry or guesswork.
Client Experience: It offers a modern, secure, and convenient way for clients to share their information, creating a better experience for them.
Competitive Advantage: Agents can provide quotes faster and more accurately, giving them a significant edge over competitors.

Helpful Videos:

You would use Canopy Connect when:

A new prospect is requesting a quote: Instead of asking them to find and send their declarations page, you can send them a Canopy Connect link to get all their information in seconds.
You need to verify a client's policy information: Whether for quoting, updating a policy, or for a third party like a lender, it provides a secure way to access current details.
Integrating with other systems: When you want to automatically transfer client data to your rater, CRM, or AMS to avoid double-entry.

Here's a video that touches on its use in specific situations:

The process for using Canopy Connect is simple and user-friendly for both the agent and the client.

For the agent:

Send a Canopy Connect link to your prospect via email or text.
The prospect uses the link to securely log in to their current insurance carrier account.
The verified insurance data is then sent to your Canopy Connect dashboard.
You can review the data and send it to your quoting, CRM, or AMS software.

For the consumer:

Click the link sent by your agent.
Select your current insurance carrier from the list.
Enter your login credentials for that carrier.
Canopy Connect retrieves your policy information and securely shares it with your agent.

Here are some instructional videos: