Our friends over at Canopy Connect have developed some amazing new technology that can gather customer data from their current carrier, and deliver that info, for all of their policies, directly to you their new prospective agent.
Here’s how it works…When a user enters your site and selects to get a quote, they’ll have the option of either providing their information by going through one of our engagement forms, or they can log into their current carrier if they have an online account. Once they login, Canopy Connect will pull their policy information and deliver it to you. It’s that simple.
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