How it Works
Agency MVP prioritizes leads and automates texts and emails that use your Canopy Connect link to collect insurance information, then syncs it with your rater.
Use your Canopy Connect links in your Agency MVP workflows and text templates.
View all of your leads' policy information on the household’s details page in Agency MVP.
Send household and insurance information directly to your rater without manually re-entering data, so you can provide accurate, fast, and competitive quotes.
STREAMLINE YOUR WORKFLOW
Agency MVP Integrated with Canopy Connect
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Agency MVP Overview
A complete, smart lead management system
Lead Prioritization: Find the leads that are most likely to close based on valuable data
Agency MVP uses proprietary, insurance-specific algorithms to help you turn your most valuable prospects into customers. The more data you add to Agency MVP the smarter it becomes, growing more powerful from every lead and quote you put into it.
Smart Automation: Powerful text and email workflows to follow up with prospects quickly
Fast, flexible quoting capabilities. Deliver follow up messages to your prospects at the right time via text or email. Track contact and conversion rates instantly.
Data Integrations: Easily connect to the systems you already use to manage your agency
Save time and money by directly integrating the leads you purchase from top providers like EverQuote and QuoteWizard. Auto-populate information and quote directly in MVP with PL Rating, EZLynx, and TurboRater integrations.
Special offer for Canopy Connect customers: Get a 14-day free trial plus 15% off any Agency MVP plan. Use the link below and checkout with code: MVPCC22
GET STARTED
Setup and Use the Integration
In order to set up an integration between Agency MVP and Canopy Connect, you'll need active licenses for both.
Connect your Agency MVP account to Canopy Connect with these step-by-step instructions.
Learn how to use your Canopy Connect link in a workflow action or in a text template.
TESTIMONIALS
Canopy Connectors
Hear how our amazing customers are using Canopy Connect
Canopy Connect is such an awesome way to not just have smoke and mirrors to what the customer has. You're literally looking at it. You can see it right in front of you. It's literally a secret weapon.
Jeremy Powers
Owner
Powers Insurance Experts
Powers Insurance Experts
Book a Demo
Schedule a demo and consultation with a Canopy Connect expert to see how it can work with your insurance agency.