Canopy Connect Inc. is the newest company to join the Big “I" Agents Council for Technology (ACT). Canopy Connect offers the fastest way to collect verified insurance information.
“The independent agency channel runs on data, and one issue that continues to emerge is enabling agents to collect prospects in a way that minimizes duplicate entry, improves accuracy, and saves both the agent and the consumer time," says Chris Cline, ACT executive director. “ACT is glad to welcome Canopy Connect on board as we continue to lead the industry conversation about how agencies can leverage technology to enable their unique strategies and plans."
More than 3,000 insurance agencies rely on Canopy Connect to collect verified insurance information from their prospects in seconds. Instead of lengthy forms or thirty-minute intake calls, agents simply send their custom link that enables prospects to share personal and commercial insurance data directly from their current carrier portal. Within a few seconds, the agency receives policy details and insurance documents (including declarations page), driver information, enriched property details, claims history, and commercial loss runs. This data can then be sent to a rater, customer relationship manager (CRM) or agency management system (AMS) so you can provide faster, more accurate quotes.
"We believe independent insurance agencies deserve the support they need to deliver delightful, intelligent and frictionless services to their clients," says Tolga Tezel, founder and CEO at Canopy Connect. “In today's world, connectivity is king, and we're excited to partner with ACT to continue to provide agents with tools for more efficient data access and informed decision-making."
Learn more about Canopy Connect for insurance agencies.
The Agents Council for Technology (ACT) was established in January 1999 by the Independent Insurance Agents & Brokers of America (the Big “I") to provide a candid, action-oriented forum to address the critical workflow and technology issues facing the independent agency system. ACT helps participants understand the perspectives of the other stakeholders in the process and provides excellent networking opportunities with the participants who are shaping the future for the industry on these issues.