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Streamline Customer Intake with VI + Canopy Connect

Streamline Customer Intake with VI + Canopy Connect

Unlock instant, verified insurance data securely shared via our seamless integration with Canopy Connect. 

Start Free Trial

Unlock instant, verified insurance data securely shared via our seamless integration with Canopy Connect. 

Start Free Trial

The Problem: Tradition vs. Modern

Why traditional insurance intake doesn’t cut it anymore

  • Long forms and manual intake frustrate prospects and agents alike.

  • Clients struggle to find and send dec pages, leading to incomplete or inaccurate data.

  • 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.