The Future is Now! Digitally Connecting P&C and Life Sales for Insurance Brokers

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.