We are thrilled to introduce the integration of Canopy Connect with InsuredMine, a significant enhancement that simplifies the retrieval of insurance information. With this feature, you can easily access critical details such as premiums, coverage limits, and deductibles for both personal and commercial policies.

Setting up this integration is straightforward. Admins can enter necessary credentials, including the Team ID, Client ID, and Client Secret ID from Canopy Connect. Once connected, you can send Canopy Connect links via email or text to clients, enabling them to share their insurance information securely. This data will then be displayed within InsuredMine’s Account 360, Contact 360, and Pipelines, allowing for comprehensive policy management.

This feature not only simplifies the data collection process but also enhances the accuracy of the information you have on hand. Armed with this knowledge, you can have more informed discussions with your clients, offer tailored recommendations, and ultimately improve client satisfaction.