Canopy Connect Insurance Data Intake Reviews & Product Details

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.

Canopy Connect makes it almost too easy for potential clients to share their current insurance documents. Which speeds up quote turn around time and increases new business! Review collected by and hosted on G2.com.

If there is a downside I have yet to find it! Clients have nothing but good things to say about the ease of use and convenience. Review collected by and hosted on G2.com.

All a prospect needs is their username and password. Review collected by and hosted on G2.com.

Nothing so far! It works great! Love it! Review collected by and hosted on G2.com.

We are using these links in every email we send out. We edited the link to say - "Looking for a quote? Click here to send us your policies" Review collected by and hosted on G2.com.

I wish I could see a report for YTD pulls and premium won. Review collected by and hosted on G2.com.

Ease of use for agent and consumer. The upload of documents makes it much easier to compare coverages for the client and really allows us to give them a true diagnosis of their situation. Review collected by and hosted on G2.com.

I wish there were a more mobile-friendly or app version sometimes. Please continue to add more and more companies to the list of available for upload. Hoping price point can stay where it is. Review collected by and hosted on G2.com.

Being able to approach a client and tell them how much they'll save vs what they need to go and compare on their own is a game changer! Review collected by and hosted on G2.com.

Nothing I dislike, the product is fantastic! Review collected by and hosted on G2.com.