Instantly pull prospects’ current policy data
Having a clear understanding of your prospect's current insurance profile—seeing policies, claims, assets, and insureds—gives you the information you need to be a trusted insurance advisor. Collecting all this information is time-consuming and frustrating for the agent and the prospect. Canopy Connect helps you get verified insurance information in 20 seconds! Now, their platform seamlessly integrates with potential clients, allowing you to enhance, enrich, and effortlessly transfer data to your preferred systems.
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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.
- 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.
Can I try it out before I sign up?
Yes! Canopy Connect offers First Connect agents a 14 day FREE trial on all plans
Does Canopy Connect ingrate directly into First Connect's Quote Connector rater?
We plan very soon that Canopy Connect will be able to integrate with Quote Connector and many other popular raters and AMS systems.
How do I sign up?
To get started with Canopy Connect, First Connect has partnered with Canopy Connect to offer exclusive pricing plans for First Connect agencies. These plans start at just $95 per month and provide agents with both personal lines and commercial lines data pulls.
To sign up, simply click on the link below and choose which plan you would like to trial. If you have any questions about Canopy Connect or need assistance, feel free to reach out to our team at agentsupport@firstconnectinsurance.com. We are here to help!