Catalyit Live Sessions

Demo Lounge: Canopy Connect

September 25 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers

Join this Demo Lounge with Canopy Connect to discover how modern insurance intake can remove friction, deliver verified data instantly, and help you close more deals.

What You’ll Learn:

• How to simplify the client experience so prospects can share insurance info seamlessly.
• How to access verified coverages, premiums, limits, and deductibles in seconds.
• How to deliver faster, more accurate quotes to win more business.
• How to improve efficiency and productivity by streamlining workflows.

Why It Matters:

• Understanding a prospect’s current insurance profile—including policies, claims, assets, and insureds—is key to becoming a trusted advisor.
• Traditional intake methods like long forms and phone calls waste time and frustrate both agents and prospects.
• A modern, digital intake process improves accuracy, speed, and client satisfaction.

Things to Think About:

• How much time does it currently take to collect all the details you need from a prospect?
• How often do incomplete or inaccurate details slow down your quoting process?
• Could delivering quotes faster give you a competitive advantage in your market?

Register now to secure your spot!