INTEGRATION

Agency MVP Integration

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.
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Agency MVP

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

INSURANCE DATA

250+ Insurance Data Fields

Get access to fully structured P&C personal and commercial insurance data via API.
Go fast live with our SDK.

Auto Policy

Policy #
AUI92837
Policy Start
11/07/2024
Policy End
05/06/2025
Premium
$487.71
Coverage
Limits
Ded.
Premium
Collision
$500
$167.84
Comp
$500
$79.23
BI
$100k - $300k
$104.30
PD
$50k
$116.17
UIM
$15k - $30k
$20.17

Homeowner Policy

344 Clinton Street, Brooklyn, NY 11231
Policy #
HOI3248
Policy Start
11/07/2024
Policy End
11/06/2025
Premium
$1,717.41
Coverage
Limits
Premium
Dwelling
$288,380
$1,430.12
Other Structures
$28,838
$32.76
Personal Property
$144,190
$170.62
Loss of Use
$57,676
$62.03
Personal Liability
$100,000
$14.02
Medical
$1,000
$7.86

Vehicle Information

2018 Chevrolet Camaro (ZL-1)
VIN
1G1FK1R62J0158884
Annual Mileage
10,298
Ownership Type
Finance
Lien Holder
NCM Financial
Vehicle Use
Personal; Commute;

Driver Information

Clark Joseph Kent
License Number
012456987
License State
New York
Date of Birth
07/03/1987
Age
37
Gender
Male
Marital Status
Single
Education Level
Bachelors
Occupation
Reporter

Claims History

Auto Policy: #AU192837
Date
Type
Payout
05/22/2022
Accident
$3,832
03/25/2019
Windshield
N/A
01/02/2018
‍
Theft
$18,291
Homeowner Policy: #HOI13248
Date
Type
Payout
12/18/2021
Wind/Hail
$5,217
09/23/2019
Fire
$12,255
11/29/2017
Water
$8,460

Property Data

344 Clinton Street, Brooklyn, NV 11231
Year Built
1950
Property Class
Single Family
Square Footage
934
Bedrooms
2
Full Bathrooms
2
Partial Bathrooms
1
Stories
2
Units
1
Purchase Date
06/29/2016
Purchase Price
$340,000
Last Updated
04/14/2022

Building Data

344 Clinton Street, Brooklyn, NY 11231
Construction Type
Brick
Wall Type
Brick
Foundation Type
Concrete
Frame Type
Wood
Roof Cover
Single
Roof Shape
Pyramid
Cooling Type
Central
Heating Fuel
Gas
Has Fireplace
Yes
Pool Type
No Pool
Garage Type
Attached, 1-Car
Garage Square Ft
240
Parking Spaces
1

Property Value Data

344 Clinton Street, Brooklyn, NY 11231
Assessed Values
Improvement Value
$114,126
Land Value
$171,158
Total Value
$285,284
Market Values
Improvement Value
$152,334
Land Value
$288,501
Total Value
$380,835
Owners
Owner 1 First Name
Clark
Owner 2 Last Name
Kent
Owner 2 First Name
Lois
Owner 2 Last Name
Lane

Business Owner Policy

Policy
BO132483
Policy Start
07/07/2024
Policy End
07/06/2025
Named Insureds
Daily Planet Publishing
EIN
01-2345678
NAICS
511110
Email
pwhite@theplanet.com
Phone
(888) 555-0000
Mailing
220 E 42nd St. Suite 3700, New York, NY 10017

Loss Run Summaries

Claim #
123554
Occured
02/21/2023
Filed
02/22/2023
Type
Burglary and Theft
Paid
$27,000
Reserved
$5,000
Claim #
122198
Occured
09/23/2020
Filed
09/23/2020
Type
Vehicle Accident
Paid
$13,692
Reserved
$3,000

Commercial Auto Policy

Policy #
CA4892274
Policy Start
10/22/2024
Policy End
04/21/2025
Premium
$5,5948
Coverage
Limits
Ded.
Premium
Collision
$500
$1,928
Comp
$500
$964
BI
$500k - $1M
$1,116
PD
$50k
$1,317
UIM
$30k - $60k
$269

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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
Explore Agency MVP
Jack and Diane Smiling
Tom does a demo
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.

Canopy Connect Integration Set Up

Connect your Agency MVP account to Canopy Connect with these step-by-step instructions.

How to Use Canopy Connect in Agency MVP

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 of Powers Insurance Experts
Jeremy Powers
Owner
Powers Insurance Experts

Canopy Connect is the key to the future scalability of our agency. We are sending the Canopy Connect link to every client.

Shane Van Der Giessen, Producer at Rice Insurance
Shane Vander Geissen
Producer
Trucordia

You have everything at your fingertips. 75% of consumers have no idea what coverages they carry. They think they have “full coverage” so this helps me build a wedge between their current policy and what I can offer.

Josh Miner, TWFG Agency Owner
Josh Miner
Owner
Miner Family Insurance / TWFG

I recommend Canopy Connect to all of the agents I meet and mentor. It makes the intake much faster and easier for me and my clients and has enabled me to scale my agency.

Kevin Spann - Allstate Agency Owner
Kevin Spann
Abraham Kevin Spann: Allstate Insurance

I don't know how I would do business today in personal lines without Canopy Connect. I just don't know how I would do it. It would be so inefficient.

J.C. Wogomon, Owner of Catalyst Insurance Group
J.C. Wogomon
Owner
Catalyst Insurance Group

Book a Demo

Schedule a demo and consultation with a Canopy Connect expert to see how it can work with your insurance agency.