Insurance Verification

Canopy Connect is Now Integrated with Agency MVP

Canopy Connect and Agency MVP have come together to provide insurance agents with an end-to-end lead management experience. Together, we'll automatically prioritize leads, send text and email sequences, collect prospect insurance information, and send that to your rater, so you can build a value-driven quote that wins.
Insurance API
25
min read

Connected Conversations in Insurtech with Marble's CEO

Stuart Winchester, Founder and CEO of Marble, joins Tolga Tezel for a conversation about advancing the insurance industry and what led him to start Marble, the first digital insurance wallet.

Share Pulled Insurance Data with Your Team

We delivered the ability for you to share specific insurance pulls with colleagues on your team. Now, if you want to hand off a client to another producer or assign inbound prospects from your website, you can do so easily and securely.

Enhanced Branding Features in Canopy Connect

We're excited to share some new branding features within Canopy Connect that allow you to customize the visual aspects of your Canopy Connect links.

8 Social Media Marketing Trends & Tips for Insurance Agents in 2023

Connect directly with your client base online by utilizing the latest social media marketing trends for the insurance industry.

We’re SOC 2 Type II Compliant! Here’s What That Means for You

Becoming SOC 2 Type 2 certified means that we had an independent auditor evaluate our product, infrastructure, policies and governance over an extended period of time, and certify that we meet or exceed specific levels of controls and processes to keep data secure.

How to Digitize the Insurance Verification Process for Mortgage Lenders

Mortgage processing can be a complex process. But automating tasks such as insurance verification can be streamlined for you and your customers to make sure you close on time.

The Ultimate Guide to Mastering the Insurance Sales Cycle

The customer journey outlines a roadmap to success. Increase your conversions and learn how to master the insurance sales cycle.

4 Insurance Revenue Streams that Fintechs Should Consider

Whether you’re a fintech, a bank, a car dealer, or retailer, here are four different business models your company can implement to generate revenue from insurance.