How it Works
Send your Canopy Connect link to your prospect to collect insurance data in seconds.
Review policy information and download an import file.
Import the policy information into HawkSoft
HawkSoft Overview
Provides intuitive PL & CL policy management
Increases efficiency and reduces costs
Boosts sales and improves client retention
Standardizes processes across policies and carriers
Set Up and Use the Integration
Integration Setup
- Using an Administrator account, click on your profile icon (top-right), then select Integrations.
- Click the Add Integration button.
- Select the HawkSoft option.
- You'll be returned to the Integrations tab and you'll see the HawkSoft integration is now active.
- If you would like to automatically email agents HawkSoft prospect info when it's received, click the gear icon on the integration to select this setting.
How to Use the HawkSoft Integration
- From the activity dashboard, expand the data pull you'd like to use.
- Review the policy information.
- Select the policy you would like to send and click Generate HawkSoft Import File.
- Click on the files to download them to your computer. Once downloaded, you'll be able to upload the files into HawkSoft.
- From the saved document in your File Explorer, right click and select Open With then HawkSoft to send the file to HawkSoft.
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Canopy Connectors
Canopy Connect is such an awesome way to not just have smoke and mirrors to what the customer has. You're literally looking at it. You can see it right in front of you. It's literally a secret weapon.
Powers Insurance Experts
Canopy Connect is the key to the future scalability of our agency. We are sending the Canopy Connect link to every client.
Trucordia
You have everything at your fingertips. 75% of consumers have no idea what coverages they carry. They think they have “full coverage” so this helps me build a wedge between their current policy and what I can offer.
Miner Family Insurance / TWFG
I recommend Canopy Connect to all of the agents I meet and mentor. It makes the intake much faster and easier for me and my clients and has enabled me to scale my agency.
I don't know how I would do business today in personal lines without Canopy Connect. I just don't know how I would do it. It would be so inefficient.
Catalyst Insurance Group
