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Fix Your Quote Process — Powered by Canopy Connect
March 12 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers
Join this Catalyit Live Hot Topic featuring Canopy Connect as we explore how modernizing one critical step in your quoting process can unlock major efficiency gains — and more importantly, drive more wins and revenue.
Most agencies don’t realize that friction during intake is quietly costing them thousands of dollars in lost opportunities. When customers get frustrated, when data is incomplete, and when producers spend hours chasing information, the entire quoting process slows down.
This session focuses on the early stages of quoting — where intake either builds momentum or creates bottlenecks. You’ll learn how replacing outdated intake methods with a modern, automated approach can reduce intake time by up to 88% and shorten the overall quoting cycle by 40%.
We’ll show how improving this foundational step creates a better client experience, gives producers more time to advise and sell, and strengthens your agency’s ability to scale.
What You’ll Learn:
- Why traditional intake methods create unnecessary friction for both customers and agents
- How outdated data collection slows down your quoting process and reduces close rates
- How modern intake tools improve speed, accuracy, and flexibility
- The downstream impact of clean, integrated data across your systems
- How optimizing intake can help your agency write and win more business
Why It Matters:
- Agencies become bottlenecked when quoting consumes too much staff capacity
- Poor intake leads to rework, errors, and missed opportunities
- Faster, cleaner data collection enables better advising and stronger close rates
- Scalable agencies build efficiency into their quoting foundation
Things to Think About:
- How much producer time is currently spent chasing down missing client information?
- Where does incomplete data create delays or rework in your quoting workflow?
- How many prospects abandon your intake process before you ever deliver a quote?
- What would happen if your quoting process started with clean, verified data every time?
Speakers:
Ray Huang |
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