Caity Z.
CZ
Caity Z.
Producer & Office Manager
Small-Business (50 or fewer emp.)
"Canopy Connect is the BEST decision"
5/5
What do you like best about Canopy Connect Insurance Data Intake?

Canopy Connect makes it almost too easy for potential clients to share their current insurance documents. Which speeds up quote turn around time and increases new business! Review collected by and hosted on G2.com.

What do you dislike about Canopy Connect Insurance Data Intake?

If there is a downside I have yet to find it! Clients have nothing but good things to say about the ease of use and convenience. Review collected by and hosted on G2.com.

Lisa H.
LH
Lisa H.
Small-Business (50 or fewer emp.)
"Slick idea!"
5/5
What do you like best about Canopy Connect Insurance Data Intake?

All a prospect needs is their username and password. Review collected by and hosted on G2.com.

What do you dislike about Canopy Connect Insurance Data Intake?

Nothing so far! It works great! Love it! Review collected by and hosted on G2.com.

Mary Ann P.
MP
Mary Ann P.
Chief Sales Officer (CSO)
Small-Business (50 or fewer emp.)
"Canopy Connect makes it so easy for our prospects to send us their current policy decs for quoting."
5/5
What do you like best about Canopy Connect Insurance Data Intake?

We are using these links in every email we send out. We edited the link to say - "Looking for a quote? Click here to send us your policies" Review collected by and hosted on G2.com.

What do you dislike about Canopy Connect Insurance Data Intake?

I wish I could see a report for YTD pulls and premium won. Review collected by and hosted on G2.com.

JC
John C.
Senior Sales Advisor
Small-Business (50 or fewer emp.)
"Canopy Connect is a game changer!"
5/5
What do you like best about Canopy Connect Insurance Data Intake?

Ease of use for agent and consumer. The upload of documents makes it much easier to compare coverages for the client and really allows us to give them a true diagnosis of their situation. Review collected by and hosted on G2.com.

What do you dislike about Canopy Connect Insurance Data Intake?

I wish there were a more mobile-friendly or app version sometimes. Please continue to add more and more companies to the list of available for upload. Hoping price point can stay where it is. Review collected by and hosted on G2.com.

TH
Tim H.
Producer
Small-Business (50 or fewer emp.)
"Canopy has helped us win 6 figures in premium!"
5/5
What do you like best about Canopy Connect Insurance Data Intake?

Being able to approach a client and tell them how much they'll save vs what they need to go and compare on their own is a game changer! Review collected by and hosted on G2.com.

What do you dislike about Canopy Connect Insurance Data Intake?

Nothing I dislike, the product is fantastic! Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Great resource to get auto information for clients"
5/5
What do you like best about Canopy Connect Insurance Data Intake?

quick and easy link for clients to click on to send their auto information Review collected by and hosted on G2.com.

What do you dislike about Canopy Connect Insurance Data Intake?

DL# doesnt always cross over so still have to reach out for that. Review collected by and hosted on G2.com.