HawkSoft Welcomes Canopy Connect to Solution Partner Program
July 12, 2023
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.
New partnership allows agencies to collect and verify information from prospects and clients, and integrate directly into HawkSoft’s management system.
HawkSoft recognizes Canopy Connect as an essential component in the independent insurance agent ecosystems, and has welcomed us as partner in the HawkSoft Solution Partner program.
“We share a common vision of helping agencies grow and removing friction from the agent and client experiences. That's why we're excited to be a Solution Partner with HawkSoft, which empowers us to deliver great experiences to agencies together.” Tolga Tezel, Founder and CEO at Canopy Connect
Agents can send custom Canopy Connect links that allow prospects to sign into an insurance carrier and securely share their policy details with the agency. All policy information, drivers, vehicles, and dwelling information can be exported directly into HawkSoft’s insurance platform via an API connection through InsuranceGIG.
“Independent agents need to become trusted experts for their policyholders. To do that, agents need to intimately know their clients and their specific risk management needs. Canopy Connect makes this simple by automatically ingesting verified insurance information from each client’s current personal and commercial policies. Agents no longer have to hunt and verify data from different carriers and policies.” Rushang Shah, CMO at HawkSoft
Canopy Connect, together with HawkSoft, enables insurance professionals to demonstrate their expertise on navigating risk with a more complete view into a prospect’s existing or prior policies.