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. But we don't stop there. We work with your network for events, content, and education as well. This could be the beginning of a beautiful friendship.
How Canopy Connect Works
1. Client Shares Insurance Info
2. Agent Reviews Coverages
3. Send Data to Tech Stack
You're in Great Company
Canopy Connect is the key to the future scalability of our agency. We are sending the Canopy Connect link to every client.
Trucordia
Canopy Connect saves my team thirty minutes per client. We get 95% of our new clients using it. It's truly been a game changer for our agency. It is the one technology piece that we couldn't do without.
Kevin Panter Insurance
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
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.
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
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
