need to understand their client’s current insurance situation to properly advise and recommend coverages, and build a personalized, competitive insurance package for them.
Typically, this discovery occurs through long forms or phone calls that resemble an interrogation—resulting in misinformation and frustration. Pre-fill options are available, but third-party data is often outdated, incomplete, and stale.
Information from a dec page is convenient, but those can be submitted in a variety of ways and formats, and requires someone to re-type the information to get it into the rater or CRM
, where errors often occur.
Through consumer-permissioned sharing of current insurance information using Canopy Connect, an agent can ask a consumer to quickly and securely share verified insurance information directly from the carrier, to the insurance seller in seconds.