Insurance Agency

From Double Data-Entry to Zero Data Entry

Originally aired on
October 11, 2022
Presenters and Guests
Bo Ward

Founder & Owner


Ashley Solis

Director of Customer Relations

Agency MVP

Robert Boerrigter

Head of Agency Sales

Canopy Connect

Nobody wants to enter data.
Nobody wants to enter data twice!

Bo Ward, agency owner of IndyCover, will show you how he's able to engage with his prospects; get them to share their current insurance policies; send that into a comparative rater; and generate and present a side-by-side quote comparison that wins 80% of the time with nearly zero data entry.

Sound too good to be true? It's not.

We'll show you the latest integration between Canopy Connect and Agency MVP which enables you to use Canopy Connect links in multi-touch email workflows and texts, view the collected data in Agency MVP, and use it to generate quotes seamlessly to EZLynx, PL Rating, and TurboRater.