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HawkSoft Welcomes Canopy Connect to Solution Partner Program

Published on
July 12, 2023
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.

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’ve worked with HawkSoft informally for a few years now, and share a growing overlap in our user base of independent insurance agents. We’ve recently worked on a joint project to integrate our systems through the API connectivity platform, InsuranceGIG, which enables automation between HawkSoft’s agency management system and Canopy Connect’s insurance verification system.

“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. 

How Canopy Connect Works with HawkSoft
How Canopy Connect Works with Hawksoft
“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.

Agencies that use HawkSoft as their management system can receive 10% off of Canopy Connect for the first year of service. Learn more about how Canopy Connect and HawkSoft work together here. »

Read the original press release »