FirstChoice Partners with Canopy Connect to Streamline Insurance Data Collection

Published on

October 10, 2024

Contributors

Ray Huang

Head of Marketing

Ray is the Head of Marketing at Canopy Connect and has helped dozens of startups and growth companies over his 20-year career to develop strategies and implement tactics that yield high-impact results.

We're excited to announce a new strategic partnership with FirstChoice, a MarshBerry Company. This collaboration aims to empower FirstChoice's network of insurance agencies with modern and efficient tools for collecting insurance data.

Our partnership with FirstChoice, the number one agency network aligns with our commitment to providing our customers with the best possible experience. They prioritize helping their agencies maximize their revenue and grow their business profitably through strategic planning, top carrier access, and leveraging technology.

We are thrilled to offer our members access to Canopy Connect. This partnership provides our members with cutting-edge technology that simplifies the insurance process by enabling easy and secure data collection. With Canopy Connect, our member agencies can serve clients more efficiently, freeing up valuable time to focus on delivering exceptional customer service and growing their business.
Keith Captain, President of FirstChoice

Benefits for FirstChoice Members

FirstChoice members will enjoy preferred pricing when subscribing to Canopy Connect. This partnership offers several advantages:

Simplified quoting procedures: Faster and more accurate data collection leads to quicker and more streamlined quotes.
Enhanced client service: By freeing up time, agencies can dedicate more resources to personalized client interaction.
Improved efficiency: Streamlined data collection translates into increased productivity for agencies.

We're thrilled to partner with FirstChoice and equip agencies with best-in-class tools. FirstChoice's dedication to supporting their members' success in a competitive market aligns perfectly with our mission.
Tolga Tezel, Founder and CEO of Canopy Connect

Simplifying the Process for Agencies

Traditionally, obtaining verified insurance information from potential clients involved time-consuming methods like paper forms and phone calls. Canopy Connect's innovative platform eliminates these hassles.

Here's how it works:

Agencies share a secure Canopy Connect link with their clients.
Clients can then easily select their current carrier from a list of over 300 options, all within 30 seconds.
Through secure consumer consent, Canopy Connect retrieves verified insurance data directly from the carrier.

This streamlined process frees up valuable time for agencies, allowing them to focus on what matters most: building strong client relationships and growing their business. Learn more about our solutions.