Canopy Connect is the easiest way to collect insurance information from prospects—including current coverages, premiums, deductibles, and declaration pages.
*You can sign up for Canopy Connect here:https://app.usecanopy.com/partners/signupand use the codeMVP10to get 10% off.
**In order to use the CanopyConnect integration, you must have Canopy Connect API access on your Canopy Connect account.
Before getting started, have your Canopy Connect account open.
In Agency MVP, under Account Setup, go to the Settings page . Then choose the Integrations tab at the top.
In your CC (Canopy Connect) account, go to Your Links
Then click Links
Highlight and copy the Link URL
In Agency MVP, paste the link into the Canopy Connect Link box
In CanopyConnect, in the left menu, go to Settings
Under settings, choose API
Click the Request Access button and type in agencymvp-integration-2022
*Type EXACTLY as shown above to be granted immediate access to the API
Copy the Team ID at the very top
In Agency MVP, paste the Team ID in the Canopy Connect Team ID field
Next, we will grab the Canopy Connect Client ID
In Canopy Connect, under Your Teams API Keys, click +Add a Production API Key
Note: Be sure to copy this now because you will not be able to get back to this page
Copy Your API Client ID and paste it into the Canopy Connect Client ID field in Agency MVP
In Canopy Connect, copy the API Client Secret
In Agency MVP, click Set Canopy Connect Secret and paste the secret
Click SAVE (only click this one time)
You will now see there is a webhook set up in your CC account and you are ready to use your link in MVP!
Learn how to use Canopy Connect with MVP by reading our Canopy Connect - How to Use article