How it Works
Send collected insurance data into ACS2000 and eliminate data entry, improve accuracy, and speed up quote turnaround times.
Send your Canopy Connect link to your prospect to collect insurance data in seconds.
Once the prospect selects and signs into their carrier, you'll receive their insurance data into your Canopy Connect dashboard.
Review policy information and download an import file.
You can download import files that contain all the rich policy information you need.
Import the policy information into ACS2000
Start your import to create new customer records and add policy information in ACS2000.
ACS2000 Overview
ACS2000 from Agency Computer Systems is a unified platform for insurance agencies, combining powerful comparative rating with robust client management tools to enhance efficiency and productivity.
Streamline Quoting
Obtain real-time quotes directly from multiple carriers, store default coverages, and save time with auto-populated fields.
Comprehensive Coverage:
Underwrite all lines of business (auto, home, motorcycle, etc.) with complete application of discounts and surcharges.
Enhanced Efficiency
Easy-to-use interface with detailed help, plus online account management and continuous program enhancements for improved workflow.
Exceptional Support
Benefit from friendly technical support via phone, chat, remote access, or email, along with free trials, walkthroughs, and training.
GET STARTED
Set Up and Use the Integration
To set up this integration, you will need to be on the Agency Plus or Agency Complete plan with Canopy Connect, as well as an active ACS2000 account. Here’s how to set it up:
Integration Setup
- Using an Administrator account, click on your profile icon (top-right), then select Integrations.
- Find the ACS2000 tile and click the Add Integration button.
- Choose if you want this to appear as a default for all links or a specific link. Then check or uncheck if you want an email automatically sent to the user/agent.
- Click Save.
How to Use the ACS2000 Integration
- From the activity dashboard, expand the data pull you'd like to use.
- Review the policy information.
- Select the policy you would like to send and click Generate ACS2000 File.
- Click on the corresponding download button to download them to your computer. The file will be a .xml file format with the client name, carrier, and policy type in the file name.
- Navigate to ACS2000, and select File, then Import.
- Select the file to import.
- Finalize the data in ACS2000.
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TESTIMONIALS
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