Embedded insurance

Lending
6
min read

The Top Challenges of Servicing a Loan

The mortgage industry is in flux, with stricter regulations, booming data volumes, and evolving customer expectations making loan servicing a major headache. This blog post dives into the top challenges faced by servicers and explores how modern solutions can alleviate the pain points.

Canopy Connect’s Integration with AgencyZoom

We’re thrilled to announce a new integration with AgencyZoom™ by Vertafore®, the insurance industry’s go-to customer relationship management (CRM) tool. Our latest integration enables insurance agents to collect verified prospect and insurance data through Canopy Connect and send lead information into AgencyZoom to streamline the sales process and stay on top of your leads.

How to Launch a Successful Giveaway with the Canopy Connect QR Code

Looking to get more leads into your business? We're breaking down how to do that with the Canopy Connect QR code. Read on for tips and advice on launching your most successful giveaway yet.
News
2
min read

Canopy Connect Joins Vertafore Orange Partner Program

Canopy Connect has joined the Vertafore® Orange Partner Program, offering integrations with PL Rating™ and AgencyZoom™ to streamline insurance agencies' workflows.

Top Electric Car Insurance Trends for Insurance Agencies to Consider

As electric cars rapidly gain traction, insurance agencies face new challenges servicing these policies. Our latest blog explores key EV insurance trends agencies need to understand in 2024.

The Power of Modernizing Your Digital Insurance Experience

Insurance agencies can now‌ compete with other agencies by providing prospects with ‌a digital experience—because consumers are looking for the easiest purchasing journey. This desire for a more modern experience is creating a divide between agencies that adapt to the changes and ‌those that are left picking at the scraps. To attract modern customers, insurance agencies need to embrace the digital experience.
Lending
4
min read

Streamlined Insurance Verification for Auto Lenders

Lenders need to assess risk and verify compliance efficiently while maintaining accuracy. Insurance verification is a crucial part of this process, yet traditional manual verification methods are time-consuming and prone to human error. See how an automated solution for auto lenders can streamline this typically tedious process.

Which Insurance Small Businesses Need and How Commercial Agencies can Support Them

Despite being the backbone of the economy, small businesses often struggle to find the right insurance coverage. This presents a massive opportunity for commercial insurance agencies willing to adapt and tailor their approach. Here's how to win over small businesses and boost your bottom line.
Insurance API
9
min read

Meeting the Requirements of Insurance for Mortgage Lenders

Mortgage lenders require borrowers to provide proof of adequate homeowners insurance coverage as part of the underwriting process. Efficiently verifying insurance details like policy documentation, payment status, endorsements, and continuous coverage is critical for lenders to approve loans while protecting all parties. Meet the modern way to verify requirements of insurance for mortgage lenders.