Create Custom Forms with Canopy Connect
Are you looking for a way to streamline your insurance intake process and get the information you need to advise and quote your clients? Well, you're in luck because today we're diving into Canopy Connect's custom forms feature. We've got some great insights from two insurance professionals who've been using the new custom forms: Derek Gilbert from Anchor Insurance and Financial, and Scott Jessup from Priority Risk Management Insurance. They're here to share their experiences and show you how custom forms can revolutionize your workflow.
Simplifying Information Gathering
When it comes to getting information from prospects, less is often more. Derek Gilbert explains, "We tried to keep it simple. We want to get people engaged, get a little bit of info as fast as we can and get them off and the information to us." This approach is crucial for maximizing conversion rates.
Both Derek and Scott have tailored their forms to gather essential information that might not come through automatically from carrier declarations pages. This includes driver's license numbers, dates of birth, pet information, and roof details. By focusing on these key points, they're able to get the ball rolling on quotes without overwhelming their clients.
Benefits of Using Custom Forms
One of the biggest advantages of using Canopy Connect's custom forms is the efficiency it brings to your workflow. Derek shares, "It's certainly better because oftentimes [our old method—] it stops us. We start working on a quote, we realize we need some more information, we're not able to reach the person right away." Sound familiar? With custom forms, you can gather all the necessary information upfront, eliminating those frustrating back-and-forth communications.
Scott adds, "Using that form, it makes my job so much easier because then I don't have to send a Canopy Connect and then afterward follow up with them." This means you can start and finish quotes faster, providing better service to your clients and freeing up more of your time.
Customization and Flexibility
One of the best things about Canopy Connect's custom forms is how adaptable they are. Scott mentions, "I love that it's editable because I was able to test it before. I put like several different pages, but then looking at it's just too much. People don't want to fill out this. So then I can combine some of the questions into one form."
This flexibility allows you to find the sweet spot between gathering enough information and keeping the form short and user-friendly. Remember, the goal is to make it easy for your prospects to provide the information you need without feeling overwhelmed.
Impact on Workflow and Efficiency
Implementing custom forms can have a significant impact on your agency's workflow. Derek explains, "The info comes in, I can pass it off to our team members right away. We use the integrated system, so it pulls it into our agency management system. Then I can flow it out from there directly into quotes."
This seamless integration means less manual data entry and fewer opportunities for errors. It's especially beneficial for agencies with remote team members, as it makes it easier to share and access information across the team.
Client Reception and Adoption
If you're worried about how your clients might react to this new technology, Derek's experience should put your mind at ease. He admits, "I was a little bit hesitant to go on. I'm not sure how my clientele is going to respond to this. It's been awesome. Everybody has loved it."
While there may be a few clients who prefer traditional methods, Derek found that these cases were rare: "I'm probably doing that three times a month now versus three times a day. A huge improvement for us."
Canopy Connect's custom forms feature is a game-changer for insurance agents looking to streamline their information gathering process and boost efficiency. By allowing you to tailor your forms, gather essential information upfront, and integrate seamlessly with your existing systems, it can significantly improve your workflow and client experience.
Ready to take your agency to the next level? Learn more about our custom forms feature and our complete intake solution.