Streamline Customer Intake with VI + Canopy Connect
Unlock instant, verified insurance data securely shared via our seamless integration with Canopy Connect.
The Problem: Tradition vs. Modern
Why traditional insurance intake doesn’t cut it anymore
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Long forms and manual intake frustrate prospects and agents alike.
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Clients struggle to find and send dec pages, leading to incomplete or inaccurate data.
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Data inconsistencies hinder quote accuracy and erode client trust.
The Solution: Your Partnership, Reimagined
How Virtual Intelligence + Canopy Connect makes insurance intake effortless
Instant Verified Data: Clients simply authenticate with their carrier to securely pull verified policy information—complete with premiums, limits, deductibles, and dec pages.
Custom Integration: Your brand and logos shine through fully fostering trust and a seamless experience. Embeddable widgets, links, buttons, or QR codes let you offer insurance intake exactly where prospects interact.
Smart Forms & Data Enrichment: Add custom fields and enrich data (e.g., property or vehicle details) for full context upfront.
Security First: Bank-grade encryption, SOC 2 Type II, and modern infrastructure ensure data is secure.
Push-Through Integrations: Automatically send collected data into your existing rater, CRM, or AMS—no manual entry needed.
