The Future is Now! Digitally Connecting P&C and Life Sales for Insurance Brokers
15 February 2022 | 2 pm EST / 11 am PST
Welcome to the Finaeo and Canopy Connect webinar!
FINAEO and Canopy Connect are excited to share how plugging their systems together via Zapier eliminates double contact entry, and helps P&C agents more effectively capture Life Insurance opportunities.
Capture all P&C and life policies using Canopy Connect and have relevant Life quoting data show up directly in FINAEO right after. Canopy Connect helps agents collect P&C and life insurance information from the prospect with just 1-click.
The cross-sell of Life helps front load agency revenue and further lock in the client relationships through a more meaningful conversation than your typical home and auto talk. In addition to revenue generation and client retention, cross-selling more Life protects clients and protects “Full Service” agencies from potential E&O claims.