Harness the Power of Canopy Connect: Streamline Your Insurance Prospect Management

Harness the Power of Canopy Connect Streamline Your Insurance Prospect Management - Chenango Brokers

In today’s fast-paced digital world, the insurance industry is constantly evolving. Modern consumers demand quick, convenient, and frictionless processes. They don’t want to spend time on the phone providing information when they could be doing something more productive. This is where Chenango Brokers and Canopy Connect come in.

What is Canopy Connect?

Canopy Connect is a revolutionary tool designed to streamline the process of collecting insurance information from prospects. It’s a one-click “Import My Insurance” solution that allows you to instantly receive all of your prospect’s insurance information for all their personal lines, including auto, home, umbrella, life, condo, boat, motorcycle, and more.

Watch the full replay of Canopy Connect Overview webinar with John Mason of Chenango Brokers and Casey Armstrong of Canopy Connect.

How Can Canopy Connect Improve Your Quote-to-Close Ratio?

By providing a comprehensive overview of your prospect’s insurance policies, Canopy Connect allows you to better understand your prospects and their needs. This wealth of information is available at your fingertips, even during your first call with them.

Direct API to Carriers

Canopy Connect has a direct API to 380 (and growing) personal and commercial carriers, enabling it to retrieve full policies, both personal and commercial lines. For instance, using Progressive as an example, we can demonstrate how this tool works and the wealth of information it can provide.

Integration with EZ Lynx and PL Rating

Canopy Connect integrates seamlessly with EZ Lynx, PL Rating and others, further enhancing its functionality and ease of use.

What Data Can You Retrieve with Canopy Connect?

With Canopy Connect, you can retrieve all of the insurance information and documents directly from the carrier. This includes:

  • Contact Information: name, phone numbers, and email addresses
  • Drivers: full names, DOBs and DLs
  • Declarations Pages: current & prior across all commercial line and personal lines (P&C+life) in PDF
  • Policy Details: coverages, limits, and deductibles
  • Vehicle/Building/Home/Asset Info across ALL commercial line and personal lines
  • Policy Documents: Verification of Insurance, Binders, Applications, ID Cards, Losses
  • Claims History with current carrier

How Does Canopy Connect Work?

Canopy Connect provides you with a unique link that you can send to your prospects. They import their current insurance with our 1-click solution, using their online account with their carrier. Once they give consent and authenticate their account, Canopy Connect does the rest. All their information shows up in the Canopy Connect Dashboard.

Zapier Integration

Canopy Connect also has a Zapier integration, allowing you to automatically send this data into your favorite AMS, CRM, or Rater.

Add Canopy Connect to Your Website and Social Media

You can add Canopy Connect to your website, social media, and even use it at in-person events (weddings and barbeques just to name a couple) using your QR code. Click here for an example profile

Canopy Connect Pricing and Supported Carriers

Canopy Connect offers competitive pricing options, which can be found on the Canopy Connect Pricing Page. It supports a wide range of carriers, the full list of which can be found here.

For a video walkthrough by our friend and partner Casey Armstrong watch this:

In conclusion, Canopy Connect is the easiest way to collect insurance information from prospects and improve your quote-to-close ratio today. By taking out the guesswork, you can provide a real apples-to-apples quote and enhance your business operations. Don’t miss out on this opportunity to streamline your workflow and better serve your clients.

Chenango Team
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