How it Works
Send your Canopy Connect link to your prospect to collect insurance data in seconds.
Review policy information in Canopy Connect and send it to Applied Epic.
Create a competitive quote positioned to win.
Epic Quotes—Personal Lines Rating
Once you receive accurate rates back from your insurers, you can present and recommend the right coverage for your customer using Epic's agency-branded proposal tool.
Enhance your agencies’ competitive value by delivering fast, accurate quotes that create new levels of employee efficiency and differentiate your customer service.
Set Up and Use the Integration
Integration Setup (Administrators)
- If you do not already have Epic Leads Inbox configured, contact Applied customer support team. Initiate a chat from within the Applied Epic platform or email support@appliedsystems.com. Once set up, they will provide you an Applied Epic Tenant Id.
- From the Canopy Connect platform, click Integrations.
- Find the Applied integration tile and click the + icon to add the integration.
- Enter your Applied Epic Tenant ID.
- If you would like to Automatically send prospects into Applied Epic, check the box.
- Finish by clicking the Setup Integration button.
How to Send Canopy Connect data Epic Leads Inbox
- From the Canopy Connect submissions tab↗, click on the submission you'd like to use. If you have configured your integration to automatically send prospects into Applied Epic, you can skip to step 4.
- Review the policy information.
- From the Applied module under Integrations, select if you'd like to send the auto or home policy, and click the Send to Applied button.
- Go to your Applied Epic Leads Inbox.
- Select the lead record, and click the Import Leads button.
- Epic Leads Inbox will check for potential duplicates. From this window you can either use an existing account or create a new account record.
- Follow the prompts to confirm import fields.
- Click on Quotes in the sidebar and begin your quoting process as you normally would. You'll see that the quote details are prefilled.
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Canopy Connectors
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.
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.
Rice Insurance
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.
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.
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.
Catalyst Insurance Group
