Canopy Connect Insurance Data Intake Reviews & Product Details

Canopy connect is very user friendly for both us and the client. Review collected by and hosted on G2.com.

I really don't see a downside, it does exactly what it is supposed to do. Review collected by and hosted on G2.com.

I like the seamless UI and the stress it takes off of our team. We don't have to question if we are going to receive the correct information. The initial setup was very easy, as well as connecting it to Salesforce Agent. Review collected by and hosted on G2.com.

Sometimes there are certain insurance companies like 'Safety' that don't always load the correct documentation. Although this is very rare. Review collected by and hosted on G2.com.

Canopy connect is easy for us to use and more importantly it's easy for our clients and prospects to use. Review collected by and hosted on G2.com.

I don't really have an major dislikes of canopy connect at this point. Review collected by and hosted on G2.com.

I appreciate that it's very nice to see the competitors' premium and coverages. I like seeing all of the current policies the client has because a lot of people won't know all the policies they currently hold. It's nice to see the premiums as it helps me determine what's competitive versus not. Also, the initial setup of Canopy Connect Insurance Data Intake was very easy. Review collected by and hosted on G2.com.

Getting commercial policies to work as well. Review collected by and hosted on G2.com.

I like that Canopy Connect Insurance Data Intake makes it simple for the prospect, with not many hoops they have to jump through to accomplish this task. Even people with minimal technology knowledge can accomplish this, which is great. It saves the prospect time when submitting their information. Also, the initial setup was very easy, which is a big plus for me. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

Makes quoting twice as fast and less back and forth. You already know what you are dealing with before you speak with a client. Review collected by and hosted on G2.com.

It doesn't pull all of the info over everytime, but you get the dec page at least. Review collected by and hosted on G2.com.

Ease of use. We tried 3 providers and Canopy Connect is by far the best. The set up and training are simple and you are ready to use in minutes. The tracking is effective along with the amount of data. Our producers rave about the time it saves and it helps us provide accurate reviews and comparative quotes for our prospects. Another cool feature is the x dating of lost opportunities report. Review collected by and hosted on G2.com.

At the moment it doesnt integrate with our crm (Better Agency) Review collected by and hosted on G2.com.

Its been great to have all data of clients on your desk with simplest form,

Its has very good features to maintain data, I have merged my data with app with ease. Review collected by and hosted on G2.com.

Some times data loading takes more time that can be improve Review collected by and hosted on G2.com.

This tool is the best tool to get an upper hand and understand what customers require and what they're currently paying. By being able to address their current needs by showing them what they have - I haven't found a better tool yet. Review collected by and hosted on G2.com.

Certain information does not carry over all the time and it has its moments where documents do not always come through. It would also be helpful for clients who have more than one insurance carrier to be able to login to multiple sites and send their documents all at once. Review collected by and hosted on G2.com.

The ability to pull my customer's information into the PL rater will save so much time. The customers will benefit from the quick turnaround of the quoting. The coming soon buy button will complete the sale in record time. In a time where time is precious, this feature is priceless. Review collected by and hosted on G2.com.

Is there a downside, time is money. This is customer service. Review collected by and hosted on G2.com.