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Canopy Connect

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11 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.9
Serving customers since

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Canopy Connect Reviews

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Profile Name
Star Rating
10
1
0
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0
Verified User in Insurance
UI
Verified User in Insurance
02/12/2025
Validated Reviewer
Verified Current User
Review source: G2 invite

This really will save you 15 minutes on your car insurance!

Makes quoting twice as fast and less back and forth. You already know what you are dealing with before you speak with a client.
Chuck K.
CK
Chuck K.
01/31/2024
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile

We love Canopy Connect!

Ease of use. We tried 3 providers and Canopy Connect is by far the best. The set up and training are simple and you are ready to use in minutes. The tracking is effective along with the amount of data. Our producers rave about the time it saves and it helps us provide accurate reviews and comparative quotes for our prospects. Another cool feature is the x dating of lost opportunities report.
GP
Gulzar P.
01/11/2024
Validated Reviewer
Review source: G2 invite
Incentivized Review

" Be on Top with Informative Data"

Its been great to have all data of clients on your desk with simplest form, Its has very good features to maintain data, I have merged my data with app with ease.

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HQ Location:
San Francisco, US

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@canopy_connect

What is Canopy Connect?

Canopy Connect is a technology company that specializes in simplifying the insurance process by providing an innovative platform where individuals can effortlessly share their insurance information. Their solution allows for rapid data retrieval from insurance documents, enhancing the efficiency of quote comparison and insurance advisor analysis. The platform’s user-friendly, secure access paves the way for improved customer experience in the insurance industry by reducing the hassle of manually inputting data. This convenience not only saves time but also ensures accuracy and privacy in managing insurance documentation.

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