Trailhead: A Better Insurance Intake Experience Starts Before the First Click

A few months ago, we introduced Sharing Paths because we realized something simple:

Not everyone wants to share their insurance the same way.

Some people are happy to connect their insurance account. Others would rather upload a dec page. Some prefer filling out a form. And some just want their agent to call them.

So we gave them that choice.

But there was another question we kept hearing.

"Who am I sharing this information with?"

That's where Trailhead comes in.

Every Intake Link Should Feel Personal

For a lot of agencies, the intake link is the very first interaction a prospect has with their business.

Until now, it was mostly just...a link. Trailhead turns that link into an introduction.

Instead of sending prospects straight into intake, you can add your photo, contact information, agency branding, and additional information so they know exactly who they're working with before they share anything.

That extra context builds trust before you ever ask for sensitive information. When prospects understand who they're working with and why they're being asked to share their insurance, they're more likely to complete intake instead of dropping off halfway through. And more completed intakes mean more opportunities to quote and close business.

For prospects, it feels more personal.

For referral partners, it's easier to pass along with confidence.

And for producers, it's a much stronger first impression.

Built to Work Together with Sharing Paths

Trailhead and Sharing Paths are designed to work together.

Trailhead answers the first questions:

• Who am I working with?
• Why am I here?

Then Sharing Paths lets clients decide how they'd like to move forward.

They can:

• Connect their insurance account
• Upload a declarations page or other insurance document
• Complete a form
• Request a call from their agent

It's one complete intake experience that gives clients context first, then lets them choose the path that's most comfortable for them.

Personalized for Every Producer or Every Agency

Whether your agency is built around individual producers or a unified brand, Trailhead gives you the flexibility to match your intake experience to the way you do business.

Use Agent View to personalize each producer's link with their own photo and contact information, or use Company View to create a consistent agency experience across the entire team.

Great for Referrals

Trailhead is especially useful for referral driven agencies.

Mortgage brokers, auto dealers, banks, networking partners, and other referral sources can simply send your Trailhead link.

Instead of landing on a generic intake page, clients immediately know who they'll be working with and why they're being asked to share their insurance information. That little bit of context goes a long way toward making the referral feel intentional instead of anonymous.

Available Today

Trailhead is available now on Elevate, Peak, and Summit plans.

If you're already using Link Flows, it's a simple way to make your intake experience feel more personal without changing your workflow.

If you're new to Canopy Connect, Trailhead and Sharing Paths work together to create an intake experience that's built around how real people actually want to share information.

Learn how to enable Trailhead. 

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