What’s New: Email Functionality, Improved Landing Pages, and More
Over the last few weeks, we’ve released improvements around sending and tracking emails, reminder emails to prospects, and improved landing pages for Canopy links.
Commercial Lines for Canopy Connect has Arrived
Introducing Canopy Connect for commercial lines—enabling commercial insurance agencies to access verified insurance data directly from the carrier across all commercial insurance lines.
Insurance Agency Operations: The Essential Guide to Mastering Your Internal Processes
Ready to improve your insurance agency operations and grow your business? Start with this guide to master your sales process and create a winning team.
Enriched Property Data in Canopy Connect
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.
See Driving Records and Claims History in Canopy Connect
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.
PL Rating Integration Now Available with Canopy Connect
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 is Now Integrated with Agency MVP
Canopy Connect and Agency MVP have come together to provide insurance agents with an end-to-end lead management experience. Together, we'll automatically prioritize leads, send text and email sequences, collect prospect insurance information, and send that to your rater, so you can build a value-driven quote that wins.
Connected Conversations in Insurtech with Marble's CEO
Stuart Winchester, Founder and CEO of Marble, joins Tolga Tezel for a conversation about advancing the insurance industry and what led him to start Marble, the first digital insurance wallet.
Share Pulled Insurance Data with Your Team
We delivered the ability for you to share specific insurance pulls with colleagues on your team. Now, if you want to hand off a client to another producer or assign inbound prospects from your website, you can do so easily and securely.