Canopy Connect helps insurance agencies get insurance information from their prospective clients quickly and securely by providing insurance agents with an easy link or QR code that enables their prospects to import insurance information directly from their current insurance carrier. Asking prospects to find and send this information on their own puts a burden on the prospect and risks turning them off—and personally guiding them can take upwards of 30 minutes. Canopy Connect enables prospects to do this in less than a minute and delivers data to a dashboard with structured data, declaration pages and other insurance documents, ready to sync to your AMS or rater.
- Receive current insurance data including dec pages from 180+ carriers.
- Save 30 minutes you typically spend to get information to present a quote.
- Delight your clients and producers by removing friction from their experience.