We automate personal Insurance Information collection.
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.
Start now or talk to us today.
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.
