Скачать или смотреть Pre-Built Forms with Canopy Connect

Streamline Your Form Creation with Canopy Connect's Prebuilt Flows

Creating forms in Canopy Connect is now even easier and faster with prebuilt flows. Instead of starting from scratch, choose a ready-made flow for auto, home, or all personal lines, complete with recommended questions. This ensures quick setup, consistent forms, and comprehensive coverage without missing essential details. Customize by adding questions from our library or creating your own. Most standard fields are integrated directly into your Rater, CRM, or AMS, saving you from retyping. Try out the new prebuilt flows now and experience smoother intake with guided templates.

00:00 Introduction to Canopy Connect Forms
00:08 Benefits of Prebuilt Flows
00:31 Customization and Integration
00:47 Getting Started with Prebuilt Flows

Learn more here: https://www.usecanopy.com/blog/create...