Canopy Connect

Canopy Connect

Insurance

The fastest way to collect and monitor insurance information.

About us

Canopy Connect is building the infrastructure that powers best-in-class insurance experiences. We empower consumers to gain value and convenience from their own data, and we enable businesses to securely and quickly support their customers. No more long online forms or tedious back and forth over phone calls and emails to collect the insurance information you need from prospects. Our 1-click solution enables you to instantly receive Dec Pages and insurance information from your prospects. It's delightfully simple to use. You can embed Canopy Connect anywhere. Access the data via our dashboard or use our open API to populate insurance information directly into your rater, CRM, AMS or your own backend. We even have a Zapier app you can use to connect to tools you already use. If your business collects insurance information from prospects, let's talk!

Website
https://www.usecanopy.com
Industry
Insurance
Company size
11-50 employees
Headquarters
San Francisco
Type
Privately Held
Specialties
Insurtech, Insurance Agency Software, Embedded Insurance, Insuretech, Indytech, Sales Enablement, and Insurance Infrastructure

Locations

Employees at Canopy Connect

Updates

  • Canopy Connect reposted this

    View profile for Tolga Tezel, graphic

    CEO / Founder @ Canopy Connect | Insurance data from the source of truth

    Lately I’ve heard two opposing views on reminding insureds to make payment. Take 1: We don’t remind our insureds to pay. If we miss a reminder, we open ourselves up to E&O. Take 2: We remind insureds to pay because if the policy cancels and there is a claim, they will ask “why didn’t you remind me?” Plus, it helps us retain our customers. Agency owners – where do you stand?

  • Canopy Connect reposted this

    View profile for Lauren Lovelace (she / her), graphic

    Empowering others to be great!

    #CarRentalCompanies Did you know the chances of an insurance claim being filed increase significantly after just 21 days?! Monitoring insurance coverage not only protects your business but also enhances customer satisfaction. By keeping a close eye on insurance status, you can proactively address potential gaps and ensure that your customers are always covered. #CarRentalAgency #CarRentalCompany

  • View organization page for Canopy Connect, graphic

    2,731 followers

    We've got a new episode of our Connected Conversations in Insurance featuring Billy R Williams, PhD, a leading authority on agency growth. In this episode, we cover the importance of insurance agency processes and the transformative power of well-structured workflows. Here’s what you’ll gain: -Learn how effective processes can take the emotion out of work and boost efficiency. -Discover why clear workflows lead to consistent, better experiences for your clients. -Understand the perks of organized workflows for training new team members and keeping things consistent as your agency grows. To listen to the full episode, click the link in the comments. 🎧

  • Canopy Connect reposted this

    View profile for Gary Juffre, graphic

    Mobility Executive

    When I started in the rental car industry many years ago, technology was drastically different. No tablets, no QR or bar codes, no driver’s license scanners; just paper contracts and clipboards. Fast forward to today, with Canopy Connect, we can digitally verify customer insurance coverage in seconds, revolutionizing the customer experience, combating fraud, and creating upsell opportunities. Furthermore, Canopy Connect allows monitoring of coverage changes during the rental period. Explore more about this game-changing solution at https://lnkd.in/etqANpeX or connect with me for further details. #RentalCarIndustry #InsuranceVerification #CanopyConnect #Mobility

    • No alternative text description for this image
  • View organization page for Canopy Connect, graphic

    2,731 followers

    Great to see so many of our customers out at IndieTech Showcase Experience!

    View profile for Nicholos Berry, graphic

    Marketing is more than just paid ads <> Don’t just follow me, send me a connection request.

    I’m here at the #IndieTech conference, where some of the most forward-thinking agency owners are. It seems like 2 out of 3 people I’ve talked to are already using Canopy Connect and telling me how it’s integrated into their quoting process and they love it.

    • No alternative text description for this image
  • View organization page for Canopy Connect, graphic

    2,731 followers

    Tired of feeling overwhelmed by balancing your full-time job with a thriving social media presence? In our latest blog post, we cover the misconceptions of virality and share practical tips on how to build a genuine community that supports your insurance agency. Learn how authentic engagement can grow your business by checking out the link in the comments. #insuranceagency #socialmedia #communitybuilding

  • View organization page for Canopy Connect, graphic

    2,731 followers

    Investing in tech is a major decision for many agencies, and it's often a significant financial commitment. Our demand generation manager, Nicholos Berry, explains why chasing the app trend might not be the best use of your agency's resources.

    View profile for Nicholos Berry, graphic

    Marketing is more than just paid ads <> Don’t just follow me, send me a connection request.

    Are your tech investments truly empowering your clients, or are they hindering your agency's unique value proposition? It's easy to get caught up in the latest tech trends, but it's important to consider the potential downsides. In my recent blog post on Canopy Connect, I discuss why apps might not be the best investment for your agency. Think about it: -Are you alienating clients who prefer traditional methods? -How much of your budget is being diverted to app development instead of core services? -Are you mistaking app downloads for meaningful client engagement?

Similar pages

Browse jobs

Funding