Canopy Connect helps insurance agents get verified insurance information from their prospects in less than a minute. Simply send your Canopy link to prospects, they sign into their carrier, and in seconds you’ll see their data in your dashboard.
Why You’ll Love It
Imagine being able to instantly see all of your prospect’s current insurance information. How much more business would you write?
- Save 30 minutes you typically spend trying to get information to present a quote.
- See all personal lines of insurance, including all declaration pages.
- Uncover upsell opportunities by seeing all of their personal lines and finding coverage gaps.
- Send verified insurance data to comparative raters like PL Rating, EZLynx, and TurboRater.
- Selling commercial policies? We pull commercial insurance information and generate loss run reports.
The Right Data, Right Now
Just send prospects a link via text, email or QR, and they’ll authorize and share their insurance data quickly and securely. You’ll receive:
- Policy Details: Premiums, limits, deductibles, dwellings, and vehicles.
- Insurance Documents: Declaration pages, ID cards, endorsements, binders, VOI.
- Contact and Driver Information: Names, email, phone, address, license numbers, and DOBs.
- Claims History and Driving Records: Up to seven years of history with the current carrier.
- Document History: Up to seven years of document history, including declaration pages, endorsements, proof of insurance and more.
- Commercial Insurance: With the Commercial Lines add-on, you can access commercial policies and generate loss run reports without alerting the agent of record.
Delight Your Clients with a Superior Experience
Your prospects will love using Canopy Connect too!
- No need to search for policy documents and figure out how to get it to you.
- No more miscommunication of coverages, deductibles, vehicles, VINs, endorsements, or binders.
- Clients can submit all this information securely while they’re on the phone with you.
- You’ll be able to provide a fast and accurate, apples-to-apples comparison quote.
