Canopy Connect Integration (Phase 2)

December 4, 2024

With Phase 2 integration, we have made it simpler to connect Canopy with IM. In Phase 1, you had to enter multiple details like Team ID, Client ID, and Client Secret ID. Now, it’s easy, requiring only the Team ID and then clicking Connect.

Once connected, Canopy integrates with IM and redirects you back to the IM platform. The rest of the process remains the same.

Use Case: Connecting Canopy Connect with InsuredMine is now simpler, providing improved policy tracking, easier document access, and valuable analytics.

To View the Enhancement:

Settings Page where we can connect canopy with InsuredMine:

Navigate to the settings module.
Then, within the integration page scroll down till you find Canopy Connect.

A small pop-up window will then appear asking you to enter your Team ID.
Enter the Team-ID and then click on Connect.

Then, you will be redirected to the Canopy Connect Sign-in Page.
Enter your Email and Password credentials and then click Sign-in.

Note: You can also check the box for ‘Keep me signed in’ if you don’t want to enter your credentials repeatedly.

After you click ‘Sign In,’ InsuredMine (Sandbox) will be able to access your Canopy Connect data until you revoke access.

Success: You have finally connected your Canopy Connect account with InsuredMine.

2.Changes within Canopy Analytics (InsuredMine):

Document section added within Pulled Policies to preview:

Next, you can navigate to InsuredMine’s Agency Dashboard, where you can review your Canopy Connect analytics.

In Pulled Policy a new tab ‘Document’ has been added now.

Within Pulled Policy, a new Documents section has been added within the canopy connect analytics.

Now, click on the Number of documents related to the pulled policies from Canopy Connect.
Next, click on the three dots and then on ‘Preview Option.’ to view the documents ,from contact/account 360 and deal card where pulled canopy other details are shown along with document preview

Note: The documents related to Policies are coming from the Canopy Connect platform.

3.Sent Canopy Tab:

Next to the Pulled Policy tab within the Canopy Connect Analytics page, we have introduced a new tab called ‘Sent Canopy.’
Whenever you send any Canopy link from the portal can be tracked in the ‘Sent Canopy’ tab.

4. Send Canopy Link Tags via Bulk-Text:

Now while sending Bulk Texts, you will be able to add canopy link tags and share it via Bulk Text campaign.

You will be able to receive the canopy links via text.
Click on the links to navigate to the Canopy page.
Within Text messages, you will be able to view the Canopy Connect link sent with date and time details.
Click on the canopy link