Contributor
Jennifer Li
Jennifer is a customer success manager with a unique foundation in healthcare and healthtech. Over the course of her career, she has led client relations, customer success, and operations programs—always with a focus on building trust and creating better experiences. She brings both empathy and technical expertise to helping clients streamline workflows, implement SaaS solutions, and drive long-term success.
Create Intake Forms Faster with Pre-Built Flows
Building forms in Canopy Connect just got an upgrade. With new pre-built flows, you can launch intake forms in minutes using guided templates designed around insurance best practices. Whether you’re focused on auto, home, or personal lines, these flows provide a solid framework you can easily tailor to your agency’s process. They’re built for speed, clarity, and consistency—helping your team capture the right data, streamline client intake, and integrate smoothly with your existing workflows.