Canopy Connect and InsuredMine Announce New Integration to Obtain and Transfer Insurance Information
Canopy Connect, a leading insurance data intake platform, and InsuredMine, an all-in-one integrated CRM for independent insurance agencies, today announced a new integration. It enables insurance agents to collect verified insurance data through Canopy Connect and import it into InsuredMine’s CRM to eliminate data entry and improve lead flow.
For insurance agents, having accurate insurance information is a requirement to expertly advise clients of risks and potential coverage gaps that they may not be aware of. Typically, insurance agencies rely on long forms or phone calls to intake insurance information from a prospect—which tends to be highly inaccurate and unreliable.
“The data that Canopy Connect can provide is immensely valuable in the sales process,” said Raution Jaiswal, founder and CEO at InsuredMine. “By importing this into the InsuredMine CRM, insurance agents can make a stronger sales proposal.”
Through this new integration, InsuredMine customers can have their prospects share their insurance information via Canopy Connect. Prospects simply sign in with their current carrier credentials through a secure link. Canopy Connect’s data intake platform will retrieve policy information, drivers, claims, and more, and automatically import it into InsuredMine.
“By getting carrier-verified insurance information in the quote intake process, agencies are removing a major friction point,” said Tolga Tezel, founder and CEO at Canopy Connect. “Being able to send that data instantly to InsuredMine makes it easy to operationalize the process, which is critical for growth and scale.”
Learn more about how Canopy Connect and InsuredMine work together here: https://www.usecanopy.com/integrations/insuredmine
Register for InsuredMine’s upcoming webinar on Tuesday, May 7, 2024 at 11:00 a.m. CDT, which will feature Whitni Ward, Agency Manager at Stallings Insurance. Whitni will share how her team uses Canopy Connect and InsuredMine together. Register here at: https://www.usecanopy.com/insuredmine-canopy-webinar