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With Canopy Connect integrated with Agency MVP, your prospect's insurance information will appear directly in Agency MVP, so you can close more policies while delivering a delightful customer experience.
Already a customer? Set up Integration »
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.
Agency MVP Integrated with Canopy Connect
Bo Ward, agency owner of IndyCover, will show you how he's able to engage with his prospects; get them to share their current insurance policies; send that into a comparative rater; and generate and present a side-by-side quote comparison that wins 80% of the time with nearly zero data entry.
Send your prospects a personalized Canopy Connect link via text or email. They can authorize and share their insurance data quickly and securely in seconds. You'll receive:
A Complete, Smart Lead Management System
In order to set up an integration between Agency MVP and Canopy Connect, you'll need active licenses for both.
JC Wogomon from Catalyst Insurance Group talks about how using Canopy Connect makes his job as an insurance agency owner and producer way more efficient and effective.
Great product. Easy to use. It cuts the time to get through my sales process down by at least 25% by not having to wait for dec pages from the client.
Canopy is MAGICAL! One of the biggest sticking points/delays I have with clients is having them email their prior insurance declarations pages. This eliminates that and clients love it!
Canopy Connect is the key to the future scalability of our agency. We are sending the Canopy Connect link to every client.
Monthly and annual plans are available