Canopy Connect Announces New Integration with HawkSoft to Capture and Import Insurance Data
Collect verified insurance information from prospects and import into HawkSoft's management system.
For insurance agents, knowing a prospective client's current insurance information allows them to properly advise them of risks and potential coverage gaps that they may not be aware of. The traditional challenge has been in acquiring accurate information—which entails long forms and even longer phone calls to get information only as good as the client can remember. Searching for documents like a declaration page can be equally frustrating.
With this new integration, HawkSoft agencies can use Canopy Connect to have their clients securely share their insurance information. Clients 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 easily export that data for use in HawkSoft.
"Getting accurate insurance information is a challenge that Canopy Connect has been solving for years," said
Canopy Connect joined HawkSoft's Solution Partner program in 2023, and with the rollout of HawkSoft 6, it is the perfect time to introduce this new integration.
"We became partners with HawkSoft with the common goal of helping agencies grow and removing friction from the agent and client experiences," said
Agencies that use HawkSoft as their management system can receive 10% off of Canopy Connect for the first year of service. Learn more about how Canopy Connect and HawkSoft work together here:
https://www.usecanopy.com/integrations/hawksoft
About HawkSoft
Since 1995, HawkSoft is a leader in management systems for independent insurance agencies that want effective workflows and a delightful experience for staff and policyholders. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies. HawkSoft offers the following promise to insurance agents: your investment in HawkSoft will pay for itself in the first year. Learn more about HawkSoft's unique father-and-son story at www.hawksoft.com/story.
About
Canopy Connect redefines the insurance data intake process. The platform gives insurance agencies the ability to collect verified insurance information directly from carriers in seconds, resulting in a better client and agent experience. Through its consumer consent-driven data sharing technology and secure cloud infrastructure, the Canopy Connect data intake platform enables insurance agencies, carriers, lenders, auto dealerships, and insurance innovators to deliver delightful, intelligent, and frictionless insurance services. Learn more at https://www.usecanopy.com
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