Common Misconceptions About Canopy Connect
Yeah, yeah, no company loves talking about being misunderstood, but we'd rather clear the air than let the confusion continue. So, let's bust some myths and set the record straight—because rumors are fun, but facts are better.
Misconception #1: Canopy Connect Sells Leads
One of the most common misconceptions is that Canopy Connect operates as a lead generation service, selling consumer information to insurance agents. Does Canopy Connect sell leads? No, this is simply not true. Canopy Connect is not a lead provider—we do not sell or distribute leads to agents. Our platform is designed to streamline the process for agents to collect insurance data and ocuments directly from their clients, with full transparency and consent. The control over sharing information always remains with the consumer.
We prioritize security and privacy. Our platform ensures that only the insurance agent, who the consumer intentionally shares their data with, can access that information. There is no selling or reselling of data—ever.
Misconception #2: Prospects Don't Need to Sign into Their Carrier Account to Share Insurance Info
Another top misunderstanding is the belief that prospects don't need to sign into their insurance carrier accounts for agents to access their policy information. In reality, signing into their carrier account is a key part of how Canopy Connect works. This secure process allows prospects to share accurate, up-to-date insurance details directly from the insurance carrier to their agent in just a few clicks.
By logging into their carrier account through our encrypted platform, clients avoid the hassle of finding and sending documents manually. This step ensures the information agents receive is complete, accurate, and verified—something that simply isn't possible through screenshots or emails.
While a recent enhancement to Canopy Connect's intake platform allows you to configure the Link Flow to bypass the login steps, you will consequentially not be collect the verified carrier data. Instead, you'll need to create custom form questions to collect the key information you need. But be careful, this puts a lot of work on your prospect to fill out.
Misconception #3: Prospects Won't Want to Use the Link
Some believe that prospects won’t want to use the Canopy Connect link to share their insurance information. The 10,000+ insurance agents using our product would disagree. Let's consider the alternative: holding prospects hostage on the phone for over 40 minutes to gather every detail, or asking them to fill out long forms that they abandon halfway through. Compared to those options, using our link is the easier customer experience and one built for the modern consumer. Plus, our process is proven to work—we have a 70% success rate from credentials submitted to completion. It’s a faster, more convenient, and more secure way to get accurate information without the hassle.
Our Commitment to Transparency and Security
At Canopy Connect, we are deeply committed to providing a secure, user-friendly experience. We are not in the business of selling leads or bypassing secure data-sharing practices. Our platform is built with privacy and consent at its core, giving consumers full control over how their information is shared.