RiskAdvisor + Canopy Connect
One click pulls a completed Canopy Connect submission directly into a structured intake form. Your agent walks into the first call already knowing what the prospect has and where the gaps are.
Every Canopy Connect submission used to create a second step.
The prospect filled everything out. Then your agent opened a separate system and entered the same data again. Same information, different screen, different hands. That step is gone.
Step 1.
Sync the pull.
Open a new RiskProfile, enter the prospect’s name and email, and click Sync. The submission data pulls in automatically.
Step 2.
Review the data.
Confirmed submission data fills the form directly. Current coverage details surface alongside it as reference so your agent can review before the call, not during it.
This is also a great way to point out wedges around their current coverage.
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Regardless of whether you have 20 employees or 2, RiskAdvisor has a plan that's affordable for your agency.
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Want to learn more about RiskAdvisor? Schedule a quick call with a member of our team to get the skinny 🙂