min read

Canopy Connect Joins Vertafore Orange Partner Program

Published on
February 29, 2024
Tolga Tezel

Founder and CEO

We’re excited to announce that Canopy Connect has joined the Vertafore® Orange Partner Program. The partnership comes with integrations between Canopy Connect and Vertafore’s PL Rating™, and soon, to AgencyZoom™, resulting in improved accuracy and decreased data entry for insurance agencies.

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 collaboration streamlines the quoting process, pre-filling verified insurance data, as well as vehicle and property details, into PL Rating—significantly reducing the time it takes to intake and generate a quote. Over 900 insurance agents are currently using the integrated experience and have witnessed as much as 70% improvement in their closing rates. 

This year, we’ve been fortunate to have a closer collaboration with Vertafore by integrating with AgencyZoom, Vertafore's widely used CRM and sales automation solution. Through an open API framework, data from Canopy Connect can easily flow between solutions for a seamless and automated client experience.   

“The Vertafore team has been so supportive of our work, ensuring that our users have a great experience. The integration with PL Rating has been well received. As we look forward, there are so many opportunities to work together to enhance the agent and consumer experience.”
Tolga Tezel, Founder and CEO of Canopy Connect.

The Orange Partner Program brings together vetted, best-in-class, technology partners that complement the Vertafore solutions that agencies, MGAs, and carriers use every day.

“The Orange Partner Program is the industry’s largest and most trusted program for integrated third-party services and solutions. We are thrilled to welcome Canopy Connect into the program to help insurance agents easily share data between platforms, simplifying and automating everyday tasks.”
Doug Mohr, Vice President of Industry Relations and Partnerships at Vertafore 

Learn more about our current integration with PL Rating.

Solutions for Insurance Agencies: Canopy Connect

Canopy Connect enables insurance agencies to collect verified insurance information directly from carriers in seconds, resulting in a better client and agent experience. Through its consumer consent-driven data-sharing technology and secure cloud infrastructure, Canopy Connect enables insurance agencies, agents, carriers, lenders, and insurance innovators to deliver delightful, intelligent, and frictionless insurance services.

Remove the friction from your quote intake process.