You have everything at your fingertips. 75% of consumers have no idea what coverages they carry. They think they have “full coverage” so this helps me build a wedge between their current policy and what I can offer.
“Canopy has become a powerful tool in the growth of our agency, improving quote turnaround time and sales. It allows us to easily capture the needed information including the current premiums – giving you the insight you need to price strategically. We now enjoy a 60% hit ratio from prospects that have used the Canopy link!
Canopy is MAGICAL! One of the biggest sticking points/delays I have with clients is having them email their prior insurance declarations pages. This eliminates that and clients love it! Turnaround goes from days/weeks to minutes/hours and keeps the process moving forward!
You get your own link. Text or email the link to your prospect. You can also embed a widget directly into your website/app with our 1-line snippets.
Your prospect is done importing their insurance in less than 12 seconds. They select the carrier, and authenticate with 1 click. Over 80% conversion after carrier is selected.
Now you can focus on building a relationship and winning business. Average prospect has more than 2 lines. Access the data via our dashboard and open API. 🐱💻 🚀
Collect declaration pages, drivers, dwellings, claims, contact info, documents and more - instantly and securely.
Access accurate info across all of your client's insurance policies. The average prospect has more than 2 lines.
We save your prospect 30+ minutes of time! Now you can focus on delivering value to your clients instead of collecting info.
Our infrastructure is continuously monitored for security and compliance.
Canopy Connect is SOC 2 Type 2 Certified.
We keep your data encrypted every step of the way. We use 256-bit AES encryption at rest and TLS 1.2+ in transit.