Insurance Agents: This Canopy Connect Automation Will Save You Hours Every Week

If you’re still manually chasing down insurance details from prospects, you’re wasting time—and probably losing deals. Canopy Connect makes it easy to collect verified policy data in seconds, but if you’re not automating it inside AgencyZoom, you’re leaving money on the table.

By adding your agency or producer’s Canopy Connect link to your email and SMS automations, you can streamline lead follow-ups, eliminate back-and-forth, and get the right data faster. If you’re serious about improving efficiency and boosting conversions, it’s time to stop doing things the hard way.  

In this guide, we’ll break down why this integration is a must, how to set it up, and the best ways to make sure your automations work for you 24/7.

Why Add Canopy Connect Links to Email & SMS Automations?

Most insurance agents are stuck in an outdated follow-up loop—endless calls, back-and-forth emails, and leads who “promise” to send their policy details but never do. That’s a broken system. Canopy Connect fixes this by giving clients an easy way to share their insurance data instantly. But here’s the real game-changer: when you drop your Canopy Connect link into your email and SMS automations, the entire process runs itself.

Speed Wins Deals

Every extra step in your sales process is a chance for a prospect to ghost you. Manually asking for policy details? That’s a delay. Waiting for them to find their login? Another delay. But when your Canopy Connect link is automatically included in the first email or text they receive, you cut out all that friction. The lead clicks, connects their account, and you get the data—no reminders, no waiting.

More Responses, Less Chasing

People ignore random emails asking for info, but they’re way more likely to click a simple, one-tap link. Automating your Canopy Connect link in SMS gives you an even bigger edge—texts have a 98% open rate, compared to emails that often get buried in an inbox. A well-placed, automated message like:
📲 “Hey [First Name], quick favor! Tap this link to securely share your insurance details: [Canopy Connect Link]. This helps us get you the best rates in seconds!”

…gets way more engagement than a boring “Can you send over your declarations page?” message.

You Control the Process

When you rely on clients to remember to send their info, you’re playing by their rules. By automating Canopy Connect in your lead workflow, you take control. Every new prospect automatically gets the request, follow-ups are handled for you, and you focus on closing—not chasing paperwork.

Let’s talk about how to set this up inside AgencyZoom so your follow-ups work while you sleep.

Adding Canopy Connect Links to Email Automations

Most agents treat email automation like a generic newsletter—blasting out the same stale message to every lead. If you want results, your emails need to feel personal, relevant, and easy to act on. That’s where Canopy Connect comes in.

By adding your Canopy Connect link to email automations in AgencyZoom, you remove friction and make it stupidly simple for leads to hand over their policy details. No more back-and-forth. No more “I’ll send it later.” Just data, delivered instantly.

Where to Insert Canopy Connect in Your Emails

📌 The First Email (Speed Matters)

Your first email should always include your Canopy Connect link. Why? Because leads are most engaged right after they reach out. If you wait too long to ask for their policy info, they’ll lose interest—or worse, move on to another agent who made things easier.

🔹 Example Template:
Subject: Quick Step – Secure Your Insurance Quote
Hi [First Name],
Thanks for reaching out! To get you the best coverage at the best price, I need a quick look at your current policy. Just tap the link below, and in seconds, I’ll have everything I need to personalize your quote.
[Canopy Connect Link]
No long forms, no hunting down paperwork—just one tap and done. Let me know if you have any questions!
[Your Name]

🚀 Pro Tip: Keep your email short and to the point. If your message looks like an essay, people will skip it.

Automating Follow-Ups When Leads Don’t Click

Some people open emails but never take action. Instead of letting those leads go cold, set up automated follow-ups inside AgencyZoom that nudge them to complete the process.

🔹 Example Follow-Up Email (Sent 24 Hours Later):
Subject: Just a Quick Reminder...
Hey [First Name],
I saw you didn’t get a chance to complete your policy review. No worries! Just tap this link to securely share your info:
[Canopy Connect Link]
It only takes a few seconds, and it helps me find you the best coverage options. Let me know if you have any questions!
[Your Name]

This simple nudge gets more responses without you lifting a finger.

Why This Works

✅ It’s Automated – Every lead gets the email, no manual work required.

✅ It’s Frictionless – No PDFs, no scanning, no back-and-forth. Just one link.

✅ It Keeps You in Control – You’re not waiting on leads to “get around to it.” The process moves forward automatically.

If you’re not adding your Canopy Connect link to your email automations, you’re making your life harder than it needs to be. Next up, let’s talk about how to do the same thing with SMS automations—because texts might be even more powerful than emails.

Using Canopy Connect Links in SMS Automations

If you're only using email to send your Canopy Connect link, you're missing out. People ignore emails. They let them pile up, send them to spam, or flat-out never open them. But texts? Texts get read.

The numbers don’t lie—95% of SMS messages are read within three minutes. If you’re serious about getting leads to send their policy details fast, you need to automate your Canopy Connect link in SMS.

How to Add Canopy Connect to SMS in AgencyZoom

Just like with email, you want to drop your Canopy Connect link into the very first message you send. The goal? Make it simple for leads to tap, connect, and move forward.

📌 Step 1: Set Up an Automated SMS for New Leads

Inside AgencyZoom, go to your automation settings and create a new text message trigger for incoming leads. The second they fill out a form or request a quote, they should get this message:

🔹 Example SMS Template:
Hey, [First Name]! Quick step to get started—tap this link to securely share your insurance info: [Canopy Connect Link]. It only takes a few seconds, and it helps us find the best options for you!

Why does this work? It’s short, clear, and action-driven. No fluff—just a direct call to action.

Automating Follow-Ups for Non-Responders

Not everyone will click the link right away. That’s fine—because you’re going to automate a follow-up.

📌 Step 2: Set Up a 24-Hour Follow-Up SMS

If the lead hasn’t clicked the link after a day, send them a friendly nudge:

🔹 Example Follow-Up SMS:
Hey, [First Name], just a quick reminder! Tap this link to share your insurance info: [Canopy Connect Link]. It takes seconds and helps us find you the best deal. Let me know if you have any questions!

Why does this work? It keeps the conversation open without being pushy. The more natural your text feels, the better your response rate.

When to Use SMS vs. Email for Canopy Connect

Wondering whether to push your Canopy Connect link through email or SMS? Here’s the cheat sheet:

✅ Use SMS when:

• You want an immediate response.
• The lead just came in and is still engaged.
• You need to cut through the noise of email inboxes.

✅ Use Email when:

• You’re sending more detailed information.
• The lead hasn’t responded to texts.
• You’re setting up a multi-step follow-up sequence.

🏆 Best Strategy? Use both. Start with SMS, then let email handle the follow-ups.

Why This Works

🚀 It’s Instant – People check texts way faster than emails.

📲 It’s Actionable – A single tap, and they’re done.

🔄 It’s Automated – No more chasing down leads manually.

Now, let’s talk about how to optimize your lead and follow-up automations to get even better results.

Optimizing Lead & Follow-Up Automations for Canopy Connect

Let’s be real—most agents don’t have a lead problem, they have a follow-up problem. The leads are there, but they’re slipping through the cracks because follow-ups are slow, inconsistent, or completely manual.

When you automate your Canopy Connect link in AgencyZoom, you’re already ahead of the game. But if you want to maximize responses, you need a system that keeps leads engaged without feeling like a spam bot. Here’s how to do it right.

Step 1: Automate Follow-Ups Based on Lead Behavior

Not every lead is the same. Some will click your Canopy Connect link instantly, while others will ignore it until you remind them. That’s why a one-size-fits-all follow-up strategy doesn’t work.

📌 Set Up Triggers for Different Lead Actions:

✅ If a lead clicks the link but doesn’t submit their info → Send a gentle nudge

🔹 Example:
“Hey, [First Name], I saw you started the process but didn’t finish. If you ran into any issues, let me know! Here’s the link again: [Canopy Connect Link].”

✅ If a lead never clicks the link → Change the approach

🔹 Example:
“Quick heads-up, [First Name]—this link lets you securely share your policy details in seconds: [Canopy Connect Link]. It helps me find the best coverage for you. Let me know if you have any questions!”

🚀 Why This Works: You’re not sending the same robotic message to everyone. Instead, you’re adjusting based on what the lead actually did.

Step 2: Use Multi-Channel Follow-Ups (Not Just SMS & Email)

Email and SMS are your primary automation tools, but they’re not the only ones. If you’re serious about getting leads to engage, add:

📲 Voicemail Drops – A pre-recorded message reminding them to check their text/email.

💬 Live Chat Follow-Ups – If they came in through your website, have an automated chat check-in.

🔄 Social Media DMs – If you connected with the lead on Facebook or Instagram, send them a direct message with the link.

📌 Example Voicemail Drop Script:

"Hey, [First Name], this is [Your Name] from [Your Agency]. Just wanted to follow up on your quote request. I sent you a quick text with a link to securely share your insurance info—check it out when you get a second! Let me know if you have any questions. Talk soon!"

🚀 Why This Works: Some people ignore emails. Others miss texts. A multi-channel approach makes sure your message actually gets seen.

Step 3: Track & Optimize Your Canopy Connect Automations

You wouldn’t run an ad campaign without checking the results, right? The same applies here. If you’re not tracking your automation performance, you’re flying blind.

📌 Key Metrics to Watch in AgencyZoom:

📊 Open Rates → How many leads are actually seeing your emails & texts?

📊 Click-Through Rates → How many leads are tapping your Canopy Connect link?

📊 Completion Rates → How many are actually submitting their policy details?

📉 If Your Click-Through Rate is Low:

• Shorten your messages. Long texts and emails get ignored.
• Try a different subject line or SMS intro—make it feel personal, not automated.

📉 If Leads Click But Don’t Complete the Process:

• Follow up within 15 minutes—they might have gotten distracted.
• Add social proof: “Most clients complete this in under 30 seconds!”

📉 If You’re Not Getting Responses at All:

• Test a different channel (voicemail, live chat, or social media).
• Switch up the timing—maybe you’re hitting them at the wrong time of day.

🚀 Why This Works: Small tweaks can make a huge difference in response rates. Don’t just set up automations and forget them—analyze, adjust, and improve.

Smarter Automation, Better Results

Automation isn’t about blasting out the same message over and over—it’s about building a follow-up system that adapts to your leads. When done right, your Canopy Connect automations will keep working behind the scenes, delivering policy data without you having to lift a finger.

The best agents aren’t the ones working the hardest—they’re the ones working the smartest. By integrating Canopy Connect into your AgencyZoom automations, you’re eliminating friction, speeding up response times, and making it ridiculously easy for leads to send their policy details. No more chasing down paperwork. No more wasted follow-ups. Just verified insurance data delivered straight to you.

If you haven’t set this up yet, now’s the time. Automate your Canopy Connect link in your emails, SMS, and follow-up sequences, and let the system do the heavy lifting. Your future self—and your closing rate—will thank you.

Bonus: Get 3 Proven Email & SMS Templates to Automate Canopy Connect

Want to make follow-ups effortless and get more leads to submit their policy details—without manual work? We’ve created three high-converting email and SMS templates you can drop straight into AgencyZoom or any CRM.

📩 What’s Inside?

✅ A high-response email sequence designed to boost clicks on your Canopy Connect link

✅ Two SMS scripts that get instant engagement from leads

✅ A follow-up message to re-engage prospects who haven’t responded

No more chasing leads or writing messages from scratch—just copy, paste, and start converting more prospects today.

📥 Download the Templates and automate smarter!