Point of Contact: Tolga Tezel, Founder & CEO
Website: Canopy Connect
Available Services: 1-click solution to instantly receive Dec Pages and comprehensive insurance info from your prospects
IAOA Exclusive Discount: 25% off your first month
We’ve built a 1-click “Import My Insurance” solution that allows your prospects to instantly import their insurance information to you, across all personal lines (auto, home, life, umbrella, condo, boat, etc).
With our platform, your staff doesn’t need to spend time collecting information or chasing down prospects. You’ll instantly receive premiums, coverages, all declarations pages across all policies, and the information you need to accurately quote and close them. We’re able to pull that information directly from the carrier because we get your prospect’s consent to do so.
What We Import:
– Declarations Pages (current and prior) across ALL personal lines
– Drivers (DOBs, Drivers Licenses, names)
– Policy Details + Vehicle/Home/Asset Info across ALL personal lines
– Policy documents (Verification of Insurance, Insurance Binders, Applications, ID Cards)
– Contact information (emails, phones, addresses)
– Claims history with current carrier
The modern consumer doesn’t want to get on the phone to provide information – they expect a quick, convenient, seamless process. Once you sign up, you’ll be able to deliver that experience to your customers on day one, and drastically improve the productivity of your staff.
Book a demo at a time that works best for you: https://meetings.hubspot.com/canopyconnect/referral-demo