Notify via SMS and update prospect information in Better Agency from Canopy Connect
Notify via SMS and update prospect information in Better Agency from Canopy Connect
Notify your team when a prospect completes their insurance profile on Canopy Connect, send an SMS alert, and update their information in Better Agency. This ensures timely communication and accurate prospect data for improved engagement.
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Overview
Notify your team when a prospect completes their insurance profile on Canopy Connect, send an SMS alert, and update their information in Better Agency. This ensures timely communication and accurate prospect data for improved engagement.