Discover how to fully leverage Canopy Connect to transform your insurance data intake process. This video provides a comprehensive walkthrough of its powerful features, including customizable forms, carrier logins, and automation capabilities.
Learn step-by-step how to streamline data collection, enhance client experiences, and integrate Canopy Connect seamlessly into your agency's workflow.
In This Video, You’ll Learn:
How to create and customize data intake flows.
Tips for optimizing the client experience with login and manual options.
Ways to automate lead management with Zapier and Agency Zoom.
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