Tolga Tezel

AgencyZoom users - we shipped commercial lead support for AgencyZoom! When you run a commercial insurance pull, a commercial lead populates in your pipeline with all the business details. Each commercial policy becomes its own opportunity in AgencyZoom. Commercial auto, BOP, GL, workers comp, commercial property, commercial package. Carrier, expiration date, and address all populated.

@cjhuts @canopy_connect @Bradleyflowers Nice, CJ! We’ve got a policy diffs API that tells you what’s changing over time. Lmk if you wanna check it out

Going hard on this client portal. Used @canopy_connect 's api to build out a "policy not in agency" sync. Customers can manage all policies via our portal. Also, I keep calling it a portal. Dont sue me @Bradleyflowers

Not every customer wants to share their insurance information the same way. The fast and easy option for most is to connect their insurance account. Some would rather snap a photo of their dec page. Others prefer to fill out a form. And some just want you to call them. Until now, our intake flows didn't give them that choice. Now they do. We just shipped a new choice screen in Link Flows that lets you control which options show up. More details coming from the team next week - but if you’re a Canopy Connect customer, go check out your Link Flows. You’ll see it.

Today we shipped EZLynx deep merging. When we send data to EZLynx, we now check for conflicts and auto-resolve them. If you already have a data field in EZLynx, you choose whether it stays or gets overwritten by new info. You’re in control of your data, with safe defaults. No more losing a birthdate or a driver's license number you already collected. We're listening. Keep the feedback coming.

It's a lot easier to scale when you get the foundation right. The agencies doing the most volume aren't debating whether to use AI. They're rushing to get the foundation right so they can equip their team and business with tools (including AI) to deliver the experience their customers want. Because they feel like they're falling short today.

What's the best way to deliver that experience? (3/4) Your stack. Your tools and how they're connected. AMS, rater, intake platform, CRM. Your data. What info you have access to, how trustworthy it is and how fast you can get it. Your team. Your workflow. How work flows through your stack & your team from the moment a lead comes in to the moment they're closed.

A lot of agency owners are asking "what does all this AI stuff mean for my business?" 🧵

@eladgil Four Seasons lobby. Second floor of the four seasons on market street

Any favorite spots (restaurants, coffee shops etc) to work out of in the evenings in SF?

@Broker_Brett Congrats Brett!!!

Officially launched the biggest start up I’ve been a part of yet! Wesley Archer Fulmer joined us Saturday, May 3 at 8:47 AM. Weighing in at 9.2 pounds and 20.5 inches. Jen has been amazing! Gonna try to earn this mug every day.

@Broc_Buckles Thanks for the shoutout @Broc_Buckles! We're thrilled to help you provide a great insurance experience to your clients

🚨 BIG ANNOUNCEMENT: BC Brokerage is Now Using Canopy Connect! 🚨 We’re making property and casualty insurance FASTER and EASIER than ever! With Canopy Connect, clients can securely log into their current insurance portal, and we’ll pull all of their policy details instantly—no more searching for PDFs or digging through paperwork. Here’s what this means for you: ✅ Instant Policy Reviews – We access your current coverage in seconds. ✅ Better Recommendations – No more guessing, just smarter solutions. ✅ Seamless Process – Quick, secure, and hassle-free. If you're an advisor, this makes insurance reviews effortless for your clients. If you're a client, it’s never been easier to ensure you have the right coverage. 🚀 Ready to experience the future of insurance? Let’s go! Check it out using the link below! bc-brokerage.com/propertyandcas…

Thank you HousingWire and Diego Sanchez for having me on to share how we’re transforming insurance verification for lenders & servicers housingwire.com/videos/tolga-t…

I’m hearing more from agency owners who face a new harsh reality. Smaller personal lines accounts – the ones that are a few thousand in premium – are incinerating agency margins one service request at a time. Service teams are exhausted. They’re barely treading water servicing large accounts. Add the deluge of small account service requests and it’s easy to see why teams are drowning. What if there was a better way? We’re building the future of servicing. DM me to learn more.

Check out our list of integrations here: usecanopy.com/integrations

To be the leading connected insurance API, you need to integrate with the products your customers love. People often aren’t just looking for building blocks. They’re looking for connected solutions to get things done faster. That’s why we have 14 pre-built integrations with more on the horizon. Integrations with the Rater, CRM and AMS for insurance agencies, networks and carriers. Integrations with the Dealership Management System (DMS) for auto dealers. Integrations with the LOS and POS for mortgage lenders. What is your dream vendor integration we haven’t shipped yet?

Auto lenders lost $7.9 Billion last year 😵 due to a 98% increase in synthetic ID fraud attempts. Forbes writes that synthetic identity fraud is the fastest growing threat to businesses. A staggering *95%* of these fake IDs are slipping through the cracks and infiltrating financial institutions. Generative AI is being used to combine real and fake information. To combat it, businesses are checking data fields from sources of truth. Thousands of businesses verify an individual’s Property & Casualty insurance details using Canopy Connect because the data comes from the source of truth -- the individual’s own insurance provider. They check: 🚗 The VINs listed on the auto insurance policy ✅ Insurance policy status, effective / expiry dates, coverages, endorsements 🪪 Drivers license numbers and birth dates of insured drivers 🌐 Demographic data fields on the policyholder or insured drivers 💳 Payments made on the insurance policy; fraudsters don’t like to spend real $$! Insurance account connections don’t just verify adequate insurance coverage. They also provide valuable identity and financial bits that can be used to detect fraud. Companies that don't take steps to prevent synthetic ID fraud are likely to experience mounting losses over time and find themselves at a competitive disadvantage.

@zeeg on the ☁️✨

@tolga_tezel Is it on the blockchain tho

Are you in the business of selling cars? Paper documents and manually exchanging PDFs are now a liability. The FTC’s new 2023 Safeguards Rule requires all dealers to have technical and physical safeguards in place that protect customer information. Stacks of paper in the office and PDFs without access control are not going to fly anymore. Failure to comply means potentially facing significant fines from the FTC. So how do you get compliant? Move off paper documents. Use a secure system that encrypts customer data at rest and in transit, and provides data traceability and robust access controls. Ask your vendors for third-party audit reports. If you’re still manually exchanging PDFs and paper documents at your dealership, you know who to talk to.

@ElefundVC @canopy_connect We’re thrilled to partner with you in this next phase of the business. So much more to build 👨‍💻

Having worked with @tolga_tezel and the team for several years now, we look towards our shared future with confidence and excitement. Congratulations to @canopy_connect on raising Series A round! We are thrilled to continue supporting you! usecanopy.com/blog/canopy-co…