Sometimes agents will want a commercial lines only link, a personal lines only link, or even both policy types for their link. Canopy Connect makes it easy to enable or disable different policy types on the Your Links page.

Navigate to the Your Links tab and click the Edit button (pencil icon) on the link you'd like to change.

Scroll to the Insurance Lines section. To enable a policy type, check the checkbox next to the policy type you'd like to use for the link. To disable a policy type, uncheck the checkbox next to the policy type you don't need to use for the link. Click Save Changes.