When Should You Use Canopy Connect?
As insurance agents, time and accuracy are two of your most valuable resources. Whether you’re quoting new business, helping a client through a home purchase, revisiting coverage after a life change, or winning back a former client, the way you collect information sets the tone for the entire experience.
Canopy Connect isn’t just a quoting tool. When used intentionally, it allows you to reduce friction, eliminate errors, and position yourself as an effective insurance advisor.
Below are ready-to-use scripts, organized by common scenarios, that show how agents can use Canopy Connect throughout the client lifecycle while maintaining trust, clarity, and control of the conversation.
New Insurance Quote Request – Agent Script
Objective: Collect accurate policy data quickly while minimizing back-and-forth.
“When you request a new insurance quote, my goal is to make the process fast, accurate, and stress-free. The quickest way for me to gather the right information is through Canopy Connect, a secure system that pulls your existing policy details directly from your current carrier, giving me only the details I need to quote. This takes around 30 seconds and ensures your quote is built correctly the first time—no missing details, no back-and-forth.”
“If you’d prefer a phone call instead, we can do that—just note it typically takes 20–30 minutes to gather the same information manually.”
How it works (explain clearly and confidently):
- I send you a secure, encrypted link
- You log into your current carrier’s online portal
- The system automatically retrieves your coverages, limits, VINs, drivers, discounts, and policy dates
- You avoid digging through documents or answering dozens of detailed coverage questions
- If you have multiple carriers, you can select another carrier at the end
New Home Purchase – Agent Script
Objective: Support a major life event while positioning bundling and lender requirements naturally.
“Congratulations on your new home! I’m excited to help and appreciate the opportunity to support you and your family during this big milestone.”
“To make your homeowners quote as fast and accurate as possible, I use Canopy Connect, a secure tool that collects the information I need in just a few minutes.”
Key framing for clients without a current home policy:
“Even if you don’t have insurance on the new home yet, Canopy Connect still helps us in two important ways.”
- It collects the details for your new home through a short intake form
- It pulls your current auto insurance automatically
“This allows me to verify your auto coverage, identify discounts you already qualify for, and see if bundling home and auto will help you save—something lenders often ask about during closing.”
How it works (3–5 minutes):
- I send you a secure, encrypted link
- You log into your current auto carrier (if applicable)
- The system retrieves your policy details accurately
- You complete the short home intake form in the same link
“With this information, I can usually prepare your quote within hours instead of days.”
“If you prefer to do this over the phone, I’m happy to—just keep in mind it typically takes 30–45 minutes.”
Cross-Sell Opportunities – Agent Script
Objective: Position bundling as value-driven, not sales-driven.
- “Now that I have the details of your home for closing, I’m also reviewing your auto insurance to make sure you’re getting the best pricing possible.”
- “Your lender emphasized keeping your overall insurance costs low, and bundling home and auto is one of the strongest ways to do that.”
- “I’ve sent you a secure Canopy Connect link. When you log into your current auto carrier, it securely sends me a full copy of your existing policy.”
What this allows you to do (say this confidently):
- Match or improve coverage without lowering protection just to reduce price
- Identify discounts the client may not be receiving
- Compare multiple carriers quickly
- Produce the most competitive bundled rate for closing
“It only takes a few minutes and gives us the strongest pricing options available.”
Rewrite Opportunities – Agent Script
Objective: Use life events as a natural trigger for re-shopping.
- “Congratulations on [new home / new car / marriage / etc.]! This is actually a perfect time to review your insurance, because this type of change often opens up new discount or bundling opportunities.”
- “Rather than having you read all your current policy details to me over the phone, I’ll send you a Canopy Connect link.”
- “You’ll log into your current carrier, it takes about three minutes, and it securely sends me your complete policy information.”
- “That way, I can quickly shop multiple carriers to find the best combination of coverage and price for your new situation.”
- “Most clients save money when we do this, and at minimum, you’ll have peace of mind knowing your rate is competitive.”
- “I’ll send the link to your [email/phone] now.”
Winbacks – Agent Script
Objective: Rebuild trust while explaining why updated data is still required.
“Welcome back! I’m really glad we’re reconnecting and appreciate the opportunity to help you again.”
“Since things may have changed since we last worked together, the fastest way for me to review your current situation is through Canopy Connect.”
Why the link still matters (set expectations early):
- It pulls your current auto and/or home insurance instantly
- Shows any coverage changes since you left
- Helps compare your current policy to new options
- Ensures no details are missed that could impact pricing
- Confirms coverage improvements—not reductions for price
- Identifies all bundling opportunities
How it works (3–5 minutes):
- I send a secure, encrypted link
- You log into your current carrier’s portal
- The system retrieves your active policy details
- I build your updated quote using accurate information
“This saves us time and prevents gaps, missing discounts, or incorrect coverages—issues that are especially common after a lapse or carrier change.”
“If you’d prefer, we can do this over the phone, but it usually takes 30–45 minutes.”
Why Canopy Connect Is Safe – Agent Talking Points
- Uses bank-level encryption
- Does not store login credentials
- Only retrieves insurance-specific data
- Client controls which carrier accounts are authorized
Common Client Questions (FAQ for Agents)
Q: Will this change or cancel my current policy?
A: No. It’s read-only access—nothing is altered.
Q: Does it store my login information?
A: No, credentials are never saved or shared.
Q: What if I don’t remember my password?
A: Clients can reset it during login.
Q: Can this be done on a phone?
A: Yes, it works on any device.
Using Canopy Connect to Its Full Potential
Canopy Connect is most powerful when it’s treated as more than a data-collection tool. When paired with clear expectations, confident language, and consistent scripts, it becomes a way to:
- Reduce quoting time
- Improve accuracy
- Increase close rates
- Strengthen client trust
- Create natural cross-sell and rewrite opportunities
These scripts are designed to help agents stay in control of the conversation while making the process easier for clients. Used consistently, they not only save time, but elevate the entire client experience.