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.

Already a customer? Set up Integration »

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Better Together

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.

A Streamlined Workflow

Agency MVP Integrated with Canopy Connect

Webinar: From Double Data-Entry to Zero Data Entry

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.

The Right Data, Right Now

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:

Policy Details

Premiums, limits, deductibles, dwellings, and vehicles.

Insurance Documents

Declaration pages, ID cards, endorsements, binders, VOI.

Contact Information

Email, phone, and address.

Driver Data

Names, license numbers, and DOBs.

Claims History

Up to seven years of history with the current carrier.

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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.

Setting Up 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.

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Trusted by Leading Associations and Agencies

Hear it from our customers

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.

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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.

Seth Livingston - The Agency Insurance
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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!

Corey Kaster - Insurance Masters NW
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Canopy Connect is the key to the future scalability of our agency. We are sending the Canopy Connect link to every client.

Shane Vander Giessen - Rice Insurance

Ready to Get Started?

Monthly and annual plans are available

Book Your Personalized Demo of Canopy Connect