Canopy Connect

Insurance agents, as we're already more than halfway through the year, have you taken a moment to reflect on the past six months? Are there processes that could be improved? What changes would help you achieve the end-of-year results you're aiming for? For most insurance agents, the insurance intake process needs a serious upgrade. With modern insurance verification services, you could be closing more deals instead of spending hours on the phone gathering (unreliable) insurance information. With Canopy Connect's solution, you can speed up and simplify your insurance data intake process, including: ✅ Insurance data intake in under 30 seconds  ✅ Verified information  ✅ Enhanced customer service ✅ Improved process efficiency Now is the time to think about improving your processes. Start working towards achieving those goals now! 

A few days ago I spoke with the US State Insurance Department of one of the top 4 largest States. They told me they believe insurance is a key financial product that should be considered alongside banking with reference to Dodd-Frank Section 1033 – That consumers should have control over data concerning their financial lives. Which includes their insurance data. At the same time, insurance carriers are calling us to streamline sales and servicing. They want complete & verified data from the source of truth. Integrated into their tools to get things done faster. It’s truly a gift to build critical infrastructure that’s helping guide the future of insurance sales, servicing and verification. The right way. Complete, permissioned data from the source of truth. A lot more coming on the carrier front soon..

Insurance agents, are you tired of juggling multiple tools and still struggling to simplify your process? As we know, agents are used to wearing many hats.  With Canopy Connect's user-friendly insurance data intake platform, you can: ✅ Remove the complicated steps in your insurance intake process ✅ Gather prospects' insurance information without the headache ✅ Have an organized view of the data you need ✅ Be a trusted insurance advisor Choose a product that makes your life easier, not one that gives you one more thing to manage. 🤠

When customers are asked to re-enter their personal details, they're more likely to quit their car-buying process. A new study by @Cox Automotive Inc. shows a shocking 97% of car dealerships ask customers to redo steps they've already done online, like: ➡️ Inputting personal details ➡️ Completing forms ➡️ Sharing contact information The outcome? Decreased customer happiness and extended waiting periods. Let's simplify the car purchasing journey and make it more user-friendly. A step in the right direction? Simple and one-step processes of sharing information like our insurance data intake platform. Dealers can make it effortless for car buyers to share their insurance details with them. #CarBuying #CustomerExperience #Insurtech #AutomotiveIndustry #CustomerSatisfaction��

The #InsuranceIndustry in 2024 is all about building trust, attracting new clients, and staying connected with existing ones. And guess what? Blogging is your way to achieve this.  Our latest blog post examines the benefits of blogging for insurance agencies. It's not just about creating content, but crafting engaging stories, breaking down complex topics, and showcasing your expertise in the digital age. But how do you make sure your blog reaches the right audience? We've got you covered with tips on knowing your audience, maintaining consistency, and repurposing your content for maximum reach. Click the link in the comments to learn more 🔗  #InsuranceContentMarketing #InsurancedDgitalMarketing #InsuranceAgency 

#InsuranceAgencies Don't settle for your current insurance intake process. Traditional methods of collecting insurance information, such as phone-based intake, are no longer the best option for your agency or potential customers. Adopting a modern approach to gathering insurance details not only meets your customers where they are but also significantly benefits your agency. This allows your agents to focus on the tasks they were hired for, enhancing productivity and service quality. #Insurtech #InsuranceIndustry 

The wait is over! Our latest video is now live on our Youtube channel. Join Ray Huang‎ in an informative conversation with Jarel Culley, the mastermind behind GravityCerts‎, as they explore: ⚡️ The evolution of GravityCerts and its role in transforming the digital footprint of insurance agencies ⚡️ Essential elements for any insurance website, such as fast loading speed, SEO enhancement, and analytics integration ⚡️Streamlining the quote request process ⚡️The effectiveness of GravityCerts' proposal builder in crafting compelling sales tools ⚡️ Canopy Connect's integration with GravityCerts Check the link to the video in the comments! Don't miss out on this opportunity to learn more about the integration! #GravityCerts #Insurtech #CanopyConnect #InsuranceDataIntake

Championship teams aren’t built on the luck of the Irish. They need all-star players, legendary coaching, and a winning playbook. But even the best teams need the right tools to dominate the court. Canopy Connect is your game-changer. It helps you collect insurance info faster than the NBA shot clock—close deals faster and celebrate victories with your clients. Get Canopy Connect and take your business to the championship level! #canopyconnect #insuranceagency #boston

🎙️Exciting news! Ray Huang‎, our head of marketing, recently sat down with Jarel Culley, the tech-savvy owner of GravityCerts, to discuss the essentials of insurance agency websites. Want to learn how to create a website that converts? Our video with all the insights is going live this Thursday at 11:00am ET on the Canopy Connect YouTube channel. Here's what you'll learn: ✔️ The importance of a modern, mobile-friendly design for your insurance website. ✔️ The crucial role of quick load times in retaining site visitors. ✔️ The power of SEO optimization and tagging in making your agency visible to search engines. ✔️ The value of analytics integration in tracking conversions from digital campaigns. ✔️ The art of balancing short and long forms to capture essential lead info and generate full quotes. ✔️ The effectiveness of custom form logic in tailoring follow-up questions to each user. ✔️ The impact of a built-in proposal builder in showcasing quotes and coverages through a sleek, visual presentation. Remember, your website is the digital face of your agency. Make it easy for potential clients to navigate, understand, and engage with you. Let's turn those website visits into successful conversions! 🚀 #connectedinsurance #Insuranceagencytips #insurtech

→ What if my client doesn't have an online account with their insurance provider? At Canopy Connect, we've got you covered. Our product is designed to handle these situations smoothly. Here's how it works: ⭐️ Your client clicks a secure link provided by you. ⭐️ No existing account? No problem! Canopy Connect guides them through a simple setup process. ⭐️ Streamlined Recovery: Most clients who experience login issues are likely paying customers with an existing account. They can easily recover their login credentials without delaying the process. ⭐️ Instant Data Collection: Once they've established their login or created an account, they return to the Canopy Connect portal and submit. Our system then retrieves all the necessary insurance data securely. By offering this flexibility, Canopy Connect ensures a smooth experience for all users, regardless of their prior online account setup. Got a question about Canopy Connect? Drop it in the comments below! #CanopyConnect #InsuranceVerification #Insurtech #CustomerExperience #Insurancedataintake