Stop Interrogating & Start Selling with Tolga Tezel

Buttoned Up

On this episode of Insurance Buttoned Up, the podcast where we dive deep into the world of insurance and unravel the mysteries behind the industry, Daniel talks with Tolga Tezel, the mastermind behind the innovative insurance platform Canopy Connect.

Tolga shares the fascinating story of how he came up with the name for his company, drawing inspiration from the ideas of cover, safety, and relaxation. The image of a canopy of trees during a hike sparked the connection, highlighting the importance of exploring nature and the connectivity within the insurance industry.

But the name "Canopy Connect" is just the beginning. Tolga delves into how this new tool or feature can revolutionize insurance agencies' customer experience and quoting process. By allowing prospects to log in with their existing insurance credentials, Canopy Connect retrieves comprehensive policy details, driver information, and more. With this wealth of information, agencies can act as trusted advisors, educating policyholders about their current coverages and offering tailored options that truly protect them.

Join us as we explore the power of consumer permission data and how it empowers policyholders and insurance businesses. Tolga reveals how Canopy Connect has already been making waves in the industry, with agencies reporting double conversion ratios when utilizing this revolutionary tool. We also discover why having the correct information, such as a copy of the client's current deck page, is crucial for providing accurate options and avoiding downsizing coverage.

Don't miss this insightful conversation with Tolga Tezel as we uncover the secrets behind Canopy Connect and its potential to transform the insurance industry for the better. So, sit back, relax, and let's get buttoned up into the insurance world on today's episode of Insurance Buttoned Up!

Check Out Canopy Connect: Insurance Verification and Monitoring >>>

Quotable Quotes

"Simplifying the Insurance Shopping Experience: 'You'll find that it can be significantly improved through automation and easier customer experience. That's why we do what we do.'"

— Tolga Tezel

Benefits of Insurance Bundling: "Once you get your policies per client, closer to around 3 policies per client on average. That's where agencies typically get into the 90% plus on retention."

— Tolga Tezel

Show Overview:

[00:02:53] Unlocking consumer data for better financial outcomes.

[00:04:48]Access to client information, automated process.

[00:07:52]Automate insurance process, increase conversion rate.

[00:13:37]Slow to change, form streamlines agency operations.

[00:18:45]Insurance account details, comprehensive review, highest Yelp ratings.

[00:21:18]We are trusted and have a game-changing experience with Canopy Connect.

[00:25:20]Improve agency workflow for better customer experience.

[00:28:48]Bundled insurance crucial for customer retention.

[00:32:44]Insurance podcast: subscribe, review, and share.

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