Overview

Sharon Robles Agency, an independent insurance agency, manages around $2M in premium. Sharon brings nearly 30 years of insurance experience, including 18 years with American Family, and has spent 12 years operating independently.

The agency is a tight-knit team: Sharon, her son Ramon (licensed since 2016 and serving as office manager/producer), and a recently hired data-entry specialist to keep up with the growing quoting volume.

The Challenge

Before adopting Canopy Connect, Sharon Robles Agency relied entirely on manual processes. Paper checklists and scattered documents created bottlenecks, making it difficult to keep track of client information, especially when working remotely. “We did everything manually… my son was getting really irritated because it wasn’t good. If we’re working remotely, we [were] always looking for pieces of paper,” recalls Sharon. 

High volumes of inbound leads compounded the problem, leaving the team scrambling to gather details, verify data, and respond quickly. Cross-selling opportunities were often missed because information was fragmented across multiple systems, and the time required to process each lead limited the agency’s ability to focus on building client relationships. Staff frustration grew, and it became clear that without a more efficient workflow, the agency could not maintain the level of service its clients expected.

The Canopy Connect Solution

Canopy Connect’s insurance intake platform provided an immediate and transformative solution for the agency that integrated easily into her existing agency technologies—specifically their InsuredMine CRM and EZLynx rater.

Now, when a lead comes in, InsuredMine makes certain that they are captured and organized efficiently. Automated emails are triggered that include a Canopy Connect link so clients can submit their information quickly and accurately.

Sharon often stays on the phone with clients during submission to answer questions, but even complex data—claims, mortgage clauses, and loan numbers—can now be verified and entered with minimal back-and-forth.

Once the insurance intake process is complete, Canopy Connect automatically populates EZLynx with client data. It eliminates the need for repetitive manual entry, freeing staff to focus on more strategic tasks. 

The integrated solutions also enable automated follow-ups, prompting monoline clients to consider additional coverage and driving cross-sell opportunities. Clients are kept informed with immediate text and email confirmations once their information is received, and final notifications when quotes are sent. With Canopy Connect, the agency was able to create a faster, more accurate, and more scalable workflow that immediately improved client experience and staff efficiency.

“Not only did it send the information over, but it prefilled EZLynx—it just makes it so much easier when it flows right through and really cuts down on data entry.” 
Sharon Robles, Founder

Results & Impact

• Time Savings: Up to 30 minutes saved per client by automating data collection and entry.
  
  
• High Adoption: 80–90% of non-new clients now submit information through Canopy Connect.
  
  
• Lead Volume: Agency averages ~50 submissions per month, many from online leads who provide information unsolicited.
  
  
• Operational Efficiency: Automation in InsuredMine ensures quick follow-up with texts and emails, keeping clients informed and engaged.
  
  
• Cross-Sell Growth: Automated campaigns convert monoline clients into bundled policies, maximizing retention and discounts.
  
  
• Scalability: Efficient workflows allow Sharon to consider acquiring another agency while maintaining high service levels.

“We’ll wake up to three or four new leads in Canopy Connect—people I’ve never even spoken to who already sent all their information. I review it quickly, let them know we got it, and it immediately builds rapport.” 
Sharon Robles, Founder

Turning Individual Wins into Team Momentum

Canopy Connect’s setup was seamless, and the integration fit naturally with the agency’s tech-forward approach. Sharon appreciates the platform’s ability to reduce repetitive work, letting her team focus on client relationships rather than administrative tasks.

“It was very easy… From the time that we signed up, we started using it a lot.”  Sharon Robles, Founder

Looking Ahead

Sharon Robles Agency continues to leverage Canopy Connect to streamline operations, accelerate lead response, and grow cross-sell opportunities. By automating data collection, reducing manual entry, and simplifying follow-ups, the agency can scale more confidently without overburdening staff. This efficiency not only improves quoting speed and client engagement but also positions the agency to absorb new books of business, expanding client relationships while maintaining a high level of service and delivering an exceptional experience.