Pull completed profiles from Canopy Connect, create leads in AgencyZoom, and create applicants in EZLynx

Create leads from submitted insurance profiles in Canopy Connect, ensuring accurate data entry and follow-up. Filter submissions for quality, then generate personal leads in AgencyZoom and applicants in EZLynx for improved marketing and operational efficiency.

Pull completed profiles from Canopy Connect, create leads in AgencyZoom, and create applicants in EZLynx

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Overview

Create leads from submitted insurance profiles in Canopy Connect, ensuring accurate data entry and follow-up. Filter submissions for quality, then generate personal leads in AgencyZoom and applicants in EZLynx for improved marketing and operational efficiency.

Pull completed profiles from Canopy Connect, create leads in AgencyZoom, and create applicants in EZLynx