Insurance Agency
2 mins
 min read

Insurance Perspectives Podcast: Elevate Your Insurance Game with Canopy Connect

Published on
April 26, 2024
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.

I recently joined the Insurance Perspectives Podcast with Kenny Hendricks of HawkSoft and guest Nicole Johns, an insurance advisor with The Johns Family Agency. We covered how to best use Canopy Connect to level up your insurance game, and the details on our latest integration with HawkSoft.

What does Canopy Connect do?

Canopy Connect is an insurance data intake platform that allows agencies to quickly pull information like policy details, claims history, and renewal documents from a prospect's account.

The prospect signs in through a link and their data is shared with the agency's dashboard in seconds. This saves agencies from manual data entry and gives them a full picture to provide better advice and quotes. Our company was founded to help remove common friction points in the insurance process.

Importance of Trust

Trust and security are core values for Canopy Connect. We don't access or sell customer data—our solution operates purely as a connector between prospects and agencies. Our product gives consumers more control over their data sharing while guaranteeing the information agents get is verified and up-to-date.

Challenges of Working with Insurance Agents

Many agents are afraid to adopt new technology or invest in business growth. However, it's important to calculate the return on investment (ROI and potential efficiency gains. I like to focus on, "What if it does work?" rather than focusing on the concerns.

Benefits of Working with Insurance Agents

I enjoy listening to success stories from agents using Canopy Connect. A fellow marketing aficionado, I also like hearing how agents discover Canopy Connect through our customers' marketing efforts, whether it's through an email link or social post.

Canopy Connect's Integration with HawkSoft

Canopy Connect now has a direct integration with HawkSoft that removes the majority of manual data entry. Users can quickly import policy information from Canopy Connect into HawkSoft with just a few clicks—saving agencies a tremendous amount of time.

The Canopy Connect and HawkSoft integration empowers agencies by enabling fast, secure data collection. Learn more about our integration here.