Why Agency Networks Partner with Canopy Connect
Having a clear understanding of a prospect's current insurance profile—seeing policies, claims, assets, and insureds—gives agents the information they need to be a trusted insurance advisor and generate quotes that win.
Preferred pricing is available to your member agencies. This could be the beginning of a beautiful friendship.
How Canopy Connect Works
1. Send Link
2. Client Signs In
3. View Policy Information
You're in Great Company
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
