To create an accurate and valuable insurance quote, it's important to understand your prospect's insurance situation, whether it's personal or commercial. Canopy Connect is a modern tool that can help you collect verified insurance information from your prospects in just a few seconds.
How does Canopy Connect work?
To use Canopy Connect, you can send a personalized link via text, email, QR code, or embed it on your website. For more information on how to send a link to a prospect, click here.
Your prospect will click on the link, consent to sharing their insurance information, select their current carrier, sign in, and that's it.
Once the process is complete, you'll be able to view all of their policy information from your Canopy Connect dashboard, including contact information, each policy on the account with premiums and effective dates.