From Double Data-Entry to Zero Data Entry
Bo Ward
Founder & Owner
IndyCover
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.