Canopy Connect + RiskAdvisor
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.
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 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.
- automatically do this!Create Risk Profile
Creates a risk profile
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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.
Try ItNew Client
Triggers when a client is created in RiskAdvisor.
Try ItNew Policy
Triggers when a policy is created in RiskAdvisor.
Try ItTeam
Try It
Call-In Quote Submitted
Triggers when a Call-In Quote is submitted.
Try ItUpdated Client
Triggers when a client was updated in RiskAdvisor.
Try ItQuoteForm Submitted
Triggers when a QuoteForm is submitted.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Suffix
Date of birth
Phone NumberRequired
EmailRequired
Contact Preference
Relationship
Marital Status
Gender
Education
Occupation
Lead Source