Mortgage processing can be a complex process. But automating tasks such as insurance verification can be streamlined for you and your customers to make sure you close on time.

Connect directly with your client base online by utilizing the latest social media marketing trends for the insurance industry.

The leading insurance conferences in 2023 will drive professional development, uncover opportunities, and set the stage for success. Mark your calendar for these dates.

A great customer experience will set you apart in the insurance marketplace. Streamline forms to boost lead conversions and simplify the client process.

We’ve added Enriched Property Data to accompany the homeowners policies that are pulled in the Canopy Connect activity dashboard, giving you a view of your prospect’s homeowners insurance coverages, deductibles, premiums, and declaration pages, and now the detailed property information you’ll need to generate an accurate and winning quote.

Stand out from the rest in an unpredictable market. Check out these insurance industry trends and strategies so you can survive these rocky times.

With driving records and claims history, insurance agents will have valuable context about any incidents and allow you to make more informed decisions about the coverage you offer and tailor your quotes to each individual's needs. 

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.

Leading insurance agents review and understand declaration page data to build a policy proposal that is relevant, personalized, and credible.