PL Rating Integration Now Available with Canopy Connect

Published by Ray Huang, Head of Marketing on
New integration enables insurance agents to collect current insurance data directly from consumers via Canopy Connect and pre-fill into Vertafore’s PL Rating to significantly improve quote accuracy and turnaround time.Canopy Connect’s ... Read More

Why Insurance Agents Should Review the Declarations Page

Published by Ray Huang, Head of Marketing on
Declaration Page: Understanding Insurance Foundations
Leading insurance agents review and understand declaration page data to build a policy proposal that is relevant, personalized, and credible.Insurance agents are tasked with making sure their clients are protected in unfortunate accidents and life-altering events. <... Read More

How to Design an Efficient Insurance Sales Funnel

Published by Ray Huang, Head of Marketing on
Is your insurance sales funnel design attracting the kind of leads you need? Consider these tips to bolster your strategy and generate more sales.With a well-designed insurance sales funnel, you can separate yourself from the competition. Perhaps you already have a ... Read More