Canopy Connect is now integrated with Quote Connector! Pull a customer’s Auto policy and have it seamlessly pulled into a new Quote Connector quote, saving you up to 30 minutes of tedious copy and pasting.
The integration of Canopy Connect with Quote Connector allows you to effortlessly transfer a customer's Auto policy into a new Quote Connector quote. This integration saves you valuable time by eliminating the need for manual copying and pasting, potentially saving up to 30 minutes of tedious work.
How to start
There are three ways of how you can start quoting via Quote Connector with data imported from Canopy Connect:
1. By clicking the “NEW QUOTE” button
2. By using the links in a dedicated Canopy Connect section on the Dashboard page
3. By using the email notifications
Using the "NEW QUOTE" Button
You can find the “NEW QUOTE” button either in (1) the top right corner of every page in the portal or (2) in the Quote Connector table on the Dashboard page.
Clicking the “NEW QUOTE” button will take you to Quote Connector’s product selection page:
As of now, the pilot is limited to quoting Auto so on that step click on the box with Auto. This will take you to the first step of an empty quoting application form:
To pre-fill the form with data from Canopy Connect, simply click on the blue button “PRE-FILL WITH CANOPY CONNECT”. This will open up a window with a list of customers that gave you access to their Auto insurance data through Canopy Connect:
Find the customer you want to request quotes for and click on the card with his/her name. This will pre-fill the quote application form with that customer’s data and a message “Pre-filled with Canopy Connect” will show:
Please note some fields might be empty as every carrier returns a different data set and often they will not share all data required to quote. In such cases you will need to fill in the blanks.
To get quotes, simply go through the Quote Connector application form just like you would without using the Canopy Connect data.
Using the Canopy Connect section on Dashboard page
The Canopy Connect section on dashboard will show you up to 3 customers that most recently shared their Auto insurance information with you through Canopy Connect. To access the entire list of customers click on the button to the far right:
This will open a list with all customers who shared their Auto insurance information with you through Canopy Connect:
To quote through Quote Connector with the data of a selected customer simply click on the card holding that customer’s name (either from the Dashboard section or the full list). This will open the first step of Quote Connector with the input field already filled in:
Please note some fields might be empty as every carrier returns a different data set and often they will not share all data required to quote. In such cases you will need to fill in the blanks.
To get quotes, simply go through the Quote Connector application form just like you would without using the Canopy Connect data.
Email notifications
As soon as your customer shares with you his/her Auto insurance information via Canopy Connect, you will receive an email from First Connect notifying you about it:
Clicking on the “QUOTE NOW” button will take you to the first step of Quote Connector’s Auto quoting application form. The data from Canopy Connect will be already pre-filled:
Please note some fields might be empty as every carrier returns a different data set and often they will not share all data required to quote. In such cases you will need to fill in the blanks.
To get quotes, simply go through the Quote Connector application form just like you would without using the Canopy Connect data.