Canopy Connect + RiskAdvisor

Canopy Connect + RiskAdvisor integrations

Create risk profiles in RiskAdvisor when pulls are completed in Canopy Connect

Stay on top of your insurance risk assessments with this streamlined workflow between Canopy Connect and RiskAdvisor. When a pull is completed in Canopy Connect, a corresponding risk profile is created instantly in RiskAdvisor, saving you time and ensuring you're always prepared. Say goodbye to manual transfers and hello to an efficient and seamless way of managing your insurance risk profiles.

When this happens...
Pull CompletedTriggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
TriggerInstant
automatically do this!
Create Risk ProfileCreates a risk profile
ActionWrite

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More things you can do with Canopy Connect and RiskAdvisor

Discover other triggers and actions you can use with Canopy Connect and RiskAdvisor

Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
Trigger
Instant
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New Client
Triggers when a client is created in RiskAdvisor.
Trigger
Polling
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New Policy
Triggers when a policy is created in RiskAdvisor.
Trigger
Polling
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- Team
Trigger
Polling
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- Risk Profile ID
  Required
- First Name
- Middle Name
- Last Name
- Date of birth
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- License Status
- Licensed State
- License Number
- Licensed Age
- Rated
- SR22 Required
- Discounts
Action
Write

- Client
  Required
- Co Client
- Insurance Type
  Required
- Type of Business
Action
Write
- Email
  Required
Action
Search

- Client Email
  Required
- Risk Profile Status
  Required
Action
Search
- Client Email
  Required
- Risk Profile Status
  Required
- Client
  Required
- Co Client
- Insurance Type
  Required
- Type of Business
Action
Search or write

Call-In Quote Submitted
Triggers when a Call-In Quote is submitted.
Trigger
Polling
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Updated Client
Triggers when a client was updated in RiskAdvisor.
Trigger
Polling
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QuoteForm Submitted
Triggers when a QuoteForm is submitted.
Trigger
Polling
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- First Name
  Required
- Middle Name
- Last Name
  Required
- Suffix
- Date of birth
- Phone Number
  Required
- Email
  Required
- Contact Preference
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- Lead Source
Action
Write
- Risk Profile ID
  Required
- Notes
Action
Write
- Risk Profile ID
  Required
- Driver ID
- VIN
- Year
- Make
- Model
- Purchased At
- Garaged State
- Annual Miles
- Miles One Way
- How do you use this vehicle
- Comprehensive Deductible
- Collision Deductible
- Towing & Labor Coverage
- Rental Expense
Action
Write
- Client Email
  Required
Action
Search
- Email
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Suffix
- Date of birth
- Phone Number
  Required
- Contact Preference
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- Lead Source
Action
Search or write

About Canopy Connect

Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance information from your prospects.

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Related categories

Website & App Building

About RiskAdvisor

RiskAdvisor helps agents connect their clients with the right insurance

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Related categories

CRM (Customer Relationship Management)