The Canopy Connect 2-Way Sync feature allows real-time data exchange between InsuredMine and Canopy Connect. Policy, quote, and client information remain consistent and up to date across both platforms, helping agents work more efficiently while reducing manual data entry.
Use Case: The Canopy Connect 2-Way Sync feature automatically transfers lead details from Canopy Connect to InsuredMine, eliminating the need for manual entry. This automation helps agents save time, minimize errors, and improve overall workflow efficiency.
Steps to Follow âž–
- Log in to the Canopy Connect platform with your credentials.
- From the left navigation menu, click Submissions.
- Select a lead, then go to More Actions and choose Open Submission Page.
- You will be redirected to the lead’s information page.
- Scroll down and click Send to InsuredMine.
6. A success message will appear confirming that the information has been sent to InsuredMine.
7. At the same time, the lead information will open in a new tab within the form.
You can verify the information by comparing the Pull ID in the Canopy Connect platform with the InsuredMine form.
