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Canopy Connect's Integration with InsuredMine

Published on
May 1, 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.

TL;DR:

  • Canopy Connect and InsuredMine have formed a partnership to streamline data collection for insurance agents, a move that not only reduces data entry but also boosts lead flow and enhances the sales process.
  • Prospects can securely share insurance information via Canopy Connect, which is then automatically imported into InsuredMine.
  • The partnership improves the overall customer experience and makes the data collection process more efficient and reliable.
  • Don't miss InsuredMine's on-demand webinar, featuring Whitni Ward from Stallings Insurance.

We've teamed up with InsuredMine, a comprehensive CRM solution for independent insurance agencies. Our new partnership is all about changing how insurance agents handle data, making things easier and more dependable.

Canopy Connect's insurance data intake platform, along with InsuredMine, have joined forces to streamline the data collection process. This integration allows insurance agents to gather verified insurance data via Canopy Connect and seamlessly import it into InsuredMine’s CRM.

The result? A significant reduction in data entry and a boost in lead flow.

As any insurance agent knows, having accurate insurance information is crucial. It's the foundation upon which they advise clients about potential risks and coverage gaps. Traditionally, insurance agencies have relied on lengthy forms or phone calls to gather this information from prospects. Unfortunately, these methods often yield inaccurate and unreliable results.

"By importing this into the InsuredMine CRM, insurance agents can make a stronger sales proposal."
Raution Jaiswal, Founder and CEO at InsuredMine

This integration not only enhances the sales process but also improves the overall customer experience.

The process is simple. InsuredMine users can ask their prospects to share their insurance information via Canopy Connect. Prospects just need to sign in using their current carrier credentials through a secure link. Canopy Connect's data intake platform then retrieves policy information, drivers, claims, and more, and automatically imports it into InsuredMine.

"By getting carrier-verified insurance information in the quote intake process, agencies are removing a major friction point. Being able to send that data instantly to InsuredMine makes it easy to operationalize the process, which is critical for growth and scale."
Tolga Tezel, Founder and CEO at Canopy Connect

This integration is a significant step forward in the insurance industry, making the data collection process more efficient and reliable. It's a win-win situation for both insurance agents and their clients.

To learn more about how Canopy Connect and InsuredMine work together, visit our integration page.

Be sure to watch our webinar recording with agency Manager, Whitni Ward, who shares how her team at Stallings Insurance are using Canopy Connect and InsuredMine CRM together. Watch Now!