
INSURANCE AGENCIES
Why ASNOA Trusts Canopy
How you gather insurance information from prospects affects your quoting process.
From the start, prospects are looking for the easiest and quickest way to get a quote. Insurance agents often go about this in different methods. Some choose to rely long intake forms while some manually get it over the phone.
Many of these traditional intake processes are filled with friction, making it an unenjoyable experience for their clients These traditional methods of insurance data intake lack the speed and efficiency modern consumers are used to.
Canopy Connect's insurance data intake platform makes it easy for clients to share their insurance information and allows agents to view verified coverages, premiums, limits, deductibles, dec pages and more so they can provide faster, more accurate quotes that win.
From the start, prospects are looking for the easiest and quickest way to get a quote. Insurance agents often go about this in different methods. Some choose to rely long intake forms while some manually get it over the phone.
Many of these traditional intake processes are filled with friction, making it an unenjoyable experience for their clients These traditional methods of insurance data intake lack the speed and efficiency modern consumers are used to.
Canopy Connect's insurance data intake platform makes it easy for clients to share their insurance information and allows agents to view verified coverages, premiums, limits, deductibles, dec pages and more so they can provide faster, more accurate quotes that win.
INSURANCE DATA INTAKE
How Canopy Connect Works
1. Send Link
Text or email your custom Canopy Connect link to your prospect. You can also embed a widget directly into your website.
2. Client Signs In
Your prospect selects their carrier and authenticates. They are done importing their insurance in less than 10 seconds. They can answer any additional questions you ask.
PRICING
Exclusive Offering for ASNOA Agencies
ASNOA has partnered with Canopy Connect to offer a flexible and feature-rich plan for its member agencies.
ASNOA Advantage Plan
EXCLUSIVE
An exclusive plan available only for ASNOA members. Plan highlights:
35 Policy Points included
1 user included
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
Enhanced property and mortgagee data.
Direct integrations into EZLynx, InsuredMine, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, or driver insights are available for a small fee. 10 adhoc property lookups included. Contact our support team to activate after signup.
Drop-in group onboarding and training.
Additional Policy Points are billed at $2 each.
Additional users are billed at $50 each and include an additional 25 Policy Points.
$70/month
Billing will come through your monthly ASNOA Invoice and will list out the number of users that you are being charged for.
TESTIMONIALS
Canopy Connectors
Hear how our amazing customers are using Canopy Connect
Improve Your Agency's Intake Process
Join over 10,000 insurance agents already using Canopy Connect.