Canopy Connect
19 reviews
- 1 profiles
- 1 categories
Average star rating
4.9
Serving customers since
Canopy Connect Reviews
MC
Maverick C.
Small-Business (50 or fewer emp.)Saves Time with Simple, Straightforward Insurance Data Intake
I like that Canopy Connect Insurance Data Intake saves us time and presents information in a very straightforward way, so I don’t have to go through screenshots and everything is right there in front of me. I think the login system is really awesome because clients only have to enter their username and password for their carrier. It makes it a lot easier to sell to people because they don’t have to make a new account; they can use an account that’s already in service. The initial setup was very straightforward and didn’t take long at all.
KD
Kevin D.
AgentSmall-Business (50 or fewer emp.)Accurate Client Data Imports That Boost Efficiency
The ability to import accurate information from our clients helps with efficiency and improves our clients experience.
UI
Verified User in Insurance
Small-Business (50 or fewer emp.)Easy for Clients, Organized Submissions, and Smooth Agent Notifications
I like how easy it is to send as an agent. I can send it via text and email, and it's extremely easy for the client to receive, fill out, and get notified as an agent when it is actually submitted. It's also very good at organizing the data that is submitted in a very easy-to-read format, so that I can review the account as accurately as possible and take the data that is received and send it off to our rating system or other needs that we have for it. It also performs extremely well, even for prospects who have limited technology know-how. They give options now for even just taking pictures of documents, which is really, really convenient for people who do not have electronic access to their policies. It exceeds it
About
What is Canopy Connect?
Canopy Connect's insurance intake platform is trusted by more than 24,000 insurance agents to collect verified insurance information from prospects in seconds. Simply send your custom link to enable prospects to share personal and commercial insurance data directly from their current carrier or a dec page. Layer in custom forms to round out their profile with any additional context you need. You'll receive verified policy details, declarations pages, driver information, claims history, and commercial loss data. Canopy Connect can also accurately parse insurance documents with DecSight — our proprietary document intelligence technology. Send this structured data to your rater, CRM, or AMS to provide faster, more accurate quotes that win.
Details
Website
www.usecanopy.com