Top Canopy Connect Alternatives

AgencyBloc

agencybloc.com

#1 Agency Recommended Management System. AgencyBloc is an agency management system that helps life and health insurance agencies secure and grow their business with an industry-specific CRM, commissions processing, and integrated business and sales automation.

EZLynx

ezlynx.com

With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier. Let EZLynx do the work so you can focus on selling and growing your book of business. We want to earn the title of your most productive employee every single day. EZLynx drives the success of over 37,000+ agencies with: EZLynx Rating Engine EZLynx Rating Engine™ is an easy-to-use comparative rater that lets independent insurance agents get real-time personal lines quotes from hundreds of carriers across 48 states on any device. Cross-carrier personal lines quoting has never been simpler. EZLynx Management System EZLynx Management System™ leverages client and policy data to maximize your agency's ability to retain current customers while acquiring new business. Find your customer's quotes, policies, claims, and documents in one organized place and easily remarket with up-to-date information synced from your daily policy downloads.

Hawksoft

hawksoft.app

Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows, refreshing experiences for staff and policyholders, and tools to build meaningful relationships. We take pride in being independently owned and answerable to agencies that rely on our system to power their insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies.

InsurGrid

insurgrid.com

InsurGrid provides the tool for insurance agents to automate the way they collect personal lines declaration policy summaries from their prospects and customers. InsurGrid lets you instantly collect this information to prepare a new quote. Make buying insurance effortless for your clients with InsurGrid.

Broker Buddha

brokerbuddha.com

Broker Buddha helps Insurance Brokers & Agents win more business by moving the application and renewal process into an interactive, customer-friendly online experience.

Agentero

agentero.com

Agentero is the agency network that gives independent insurance agents carrier access and easy to use technology to modernize their agencies.

RiskRevu

riskrevu.com

RiskRevu transforms agency processes into digital forms to help insurance agents collect the data they need to sell and service insurance. Our platform gives each user their own forms to share and allows them to prefill them with data which saves their clients time. The forms are built by licensed agents and incorporate conditional logic to capture important risk details. The data responses are emailed directly to users after completion and are also stored in the platform. RiskRevu offers three types of forms: 1) Risk Evaluations - gather updated risk information from existing clients (ie. renewal questionnaires). 2) New Policy Forms - gather information from prospects and clients about new insurance needs. 3) Service Forms - streamline data gathering for various insurance service functions (ie. adding a car to a policy).