Some major enhancements have been made to the Canopy Connect integration, bringing easy integration right from connecting your Canopy account to using advanced analytics within Canopy. Here’s a detailed guide on these enhancements and how to use them.
Use Case: Easily connect Canopy Connect with InsuredMine for better policy tracking, easy document access, and useful analytics.
To View the Enhancement:
- Setting Page where we can connect canopy
- 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
- You will be then redirected to the canopy connect End User Privacy Policy Page.
- Click on Continue.
- Next select your current insurance provider.
- Once the canopy link is submitted , policies will pull from the canopy can view in contact,Account pipeline and Dashboard
Ability to Preview Pulled Policy details from:
Account 360:
Contact 360:
Canopy link is now introduced within Pipeline Automation
From Pipeline Automation:
From Email Campaign :