From Double Data-Entry to Zero Data Entry

Bo Ward, IndyCover
Ashley Solis, Agency MVP
Robert Boerrigter, Canopy Connect


Nobody wants to enter data.
Nobody wants to enter data twice!

Bo Ward, agency owner of IndyCover, will show you how he's able to engage with his prospects; get them to share their current insurance policies; send that into a comparative rater; and generate and present a side-by-side quote comparison that wins 80% of the time with nearly zero data entry.

Sound too good to be true? It's not.

We'll show you the latest integration between Canopy Connect and Agency MVP which enables you to use Canopy Connect links in multi-touch email workflows and texts, view the collected data in Agency MVP, and use it to generate quotes seamlessly to EZLynx, PL Rating, and TurboRater.

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Guests and Hosts

Bo Ward
Bo is an independent agency owner who sold his Farmers Agency and made the leap in June 2022. Just 4 months later, he is selling over $100k/mo in premium with just 3 producers by leveraging tools like Canopy Connect and Agency MVP.

Ashley Solis
Ashley leads sales, success and support at Agency MVP, helping customers set up the lead management system, automated workflows, and integrations.

Robert Boerrigter
Robert Boerrigter is the Head of Agency Sales at Canopy Connect and he’s been working in sales for the past eight years. Over the last two years, he’s helped more than 1,000 agencies improve their business processes and close more revenue.

Agency MVP
The lead management system built by agents, for agents

Agency MVP is a lead ranking prediction engine for property & casualty insurance agents. The tool identifies which prospects are most valuable and most likely to close by analyzing key insurance-specific data points including: premium, lines of business, commission potential, and competitiveness just to name a few. MVP’s algorithms analyze over 30 factors including claims falling-off, competitor rate changes, and renewal dates. When high value ranking and optimal timing are combined, the MVP’s (most valuable prospects) rise to the top and give you an incredible selling advantage.

Canopy Connect
Canopy Connect helps insurance agents get reliable insurance information from their prospects in less than a minute. Simply send an easy link that enables prospects to import insurance information directly from their current carrier. Immeasurably faster than waiting on your prospects to find and send this on their own.


Canopy Connect is Integrated with Agency MVP

Agency MVP prioritizes leads and automates texts and emails that use your Canopy Connect link to collect insurance information, then syncs it with your rater.