Why Commercial Agencies Choose Canopy
Along with policy information, loss run reports and claims history are included to help you evaluate risk .
Collecting all this information is time-consuming and usually requires you or the client to contact the current agent which can get complicated.
With Canopy Connect, it takes seconds.
How Canopy Connect Works
1. Send Link
2. Client Signs In
3. View Policy Information
Broad & Deep Market Coverage
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250+ Insurance Data Fields
Business Owner Policy
Commercial Loss Runs
Commercial Auto Policy
Property Value Data
Commercial Clients Demand a Great Experience
Choose a Plan That's Right for Your Agency
Having Canopy Connect for commercial lines is incredible! So easy to use and such a time saver. The process takes mere minutes and sends you all of the information you need about the client’s current program in a neat and orderly fashion. Makes writing new business a breeze!
John M. Glover Insurance
Canopy Connect is the key to the future scalability of our agency. We are sending the Canopy Connect link to every client.
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
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.