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Canopy Connect’s Integration with AgencyZoom

Published on

March 20, 2024

Contributors

Ray Huang

Head of Marketing

Ray is the Head of Marketing at Canopy Connect and has helped dozens of startups and growth companies over his 20-year career to develop strategies and implement tactics that yield high-impact results.

We’re thrilled to announce a new integration with AgencyZoom™ by Vertafore®, the insurance industry’s go-to customer relationship management (CRM) tool. Our latest integration enables insurance agents to collect verified prospect and insurance data through Canopy Connect and send lead information into AgencyZoom to streamline the sales process and stay on top of your leads.

Now, Canopy Connect links can be used within AgencyZoom emails and automations. When a lead shares their insurance information via Canopy Connect, lead data can be updated and the lead can automatically progress through a pipeline.

“AgencyZoom is a crucial component of the sales process for tens of thousands of agencies. After hearing numerous requests from our users, we are excited to share this AgencyZoom integration to make their processes more efficient.”
Tolga Tezel, Founder and CEO of Canopy Connect

If you haven’t heard, we’ve recently become a member of the Vertafore Orange Partner Program, with the goal of developing integrations using an open API framework. This will allow for an automated exchange of verified insurance data across Vertafore’s product suite of solutions—enhancing the experience for both insureds and agents.

In 2022, we released a direct integration with PL Rating™—the independent insurance channel's top personal lines rating and quoting solution from Vertafore. Our initial integration with PL Rating streamlines the quoting process by pre-filling verified insurance data, including vehicle and property details into PL Rating. As with any of our integrations, Canopy Connect aims to make our solution seamlessly fit into agencies’ existing processes.

“Integrating Canopy Connect with AgencyZoom moves leads through the pipeline faster, without double entry. Canopy continues to integrate seamlessly into more and more of Vertafore’s family of insurance solutions.”
Doug Mohr, Vice President of Industry Relations and Partnerships at Vertafore

Curious? See how it works:

Learn more about Canopy Connect’s integration with AgencyZoom.

Canopy Connect: Insurance Data Intake Platform

Canopy Connect redefines the insurance data intake process. Our platform gives insurance agencies the ability to collect verified insurance information directly from carriers in seconds, resulting in a smoother experience for insurance agents. Canopy Connect’s data intake platform enables insurance agencies to deliver delightful, intelligent, and frictionless insurance services.