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.
Before getting started, have your Canopy Connect account open.
Click your name in MVP and go to your Account Information page
In your CC (Canopy Connect) account, go to Links
Highlight and copy the Link URL
In AMVP (Agency MVP), paste the link into the Canopy Connect Link box
In CC click your initial at the top right and go to Settings
Under settings, choose API KEYS
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 AMVP, paste the Team ID in the Canopy Connect Team ID field
Next, we will grab the Canopy Connect Client ID
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 AMVP
In CC, copy the API Client Secret
In AMVP, 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