Product Updates
 min read

PL Rating Integration Now Available with Canopy Connect

Published on
November 15, 2022
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 integration enables insurance agents to collect current insurance data directly from consumers via Canopy Connect and pre-fill into Vertafore’s PL Rating to significantly improve quote accuracy and turnaround time.

Canopy Connect’s new integration with Vertafore’s PL Rating eliminates data entry. By pre-filling verified insurance and contact data directly into PL Rating, you'll streamline your quoting process to improve accuracy, speed, and the competitiveness of your quote, so agents will be able to position quotes that are 5-times more likely to win.

Insurance agents can use Canopy Connect to send custom links that enable their prospects to sign into their insurance carriers and securely share their policy details with their agent. With this integration, all policy information, driver, vehicle, and dwelling information can be instantly imported into PL Rating to start a new quote. No more double entry required.

Save time with your new workflow in three easy steps:

  1. Send your Canopy Connect link to your prospect as you’ve always done.
  2. Review the policy information in Canopy Connect, then click a button to send the information instantly to PL Rating.
  3. Open PL Rating and finish building your quote.

Extending the data agents collect through Canopy Connect and sending it directly to PL Rating increases the efficiency of the end-to-end quoting process, saving producers a half hour of tedious manual entry.

Combining the information we get from Canopy Connect using templates in PL Rating, I have them through PL Rating with estimated rates from all of our carriers in one to two minutes. Start to finish.
- Gavin Campbell, Rice Insurance

The Canopy Connect integration with PL Rating is now available to subscribers of the Agency Plus and Agency Pro plans with a PL Rating license.

Try Canopy Connect Free for 14 Days

PL Rating users can try Canopy Connect’s Agency Plus plan free for 14 days with access to the integration.

Learn More »   Sign Up »

Current Canopy Connect subscribers can contact our support team to see if their plan qualifies or a plan upgrade is required.