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bolt Insurance Agency Platform vs. Canopy Connect for Insurance Agents

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
bolt
Score 7.9 out of 10
N/A
A cloud-based platform that connects insurers, distribution partners, and end-customers to power omni-channel insurance distribution and world-class servicing through a single API.N/A
Canopy Connect for Insurance Agents
Score 0.0 out of 10
N/A
Canopy Connect offers infrastructure to improve insurance experiences with the goal of empowering consumers to gain value and convenience from their own data, and enabling businesses to securely and quickly support their customers. The solution is designed to replace online forms or tedious back and forth over phone calls and emails, providing an easier way to collect the insurance information needed from prospects. The 1-click solution…
$100
per month
Pricing
bolt Insurance Agency PlatformCanopy Connect for Insurance Agents
Editions & Modules
No answers on this topic
Starter
$100
per month 5 users included (+$15 per additional user)
Canopy Connect Plus
$250
per month 10 users included (+$15 per additional user)
Duo
$350
per month 5 users included (+$15/user)
Complete
$600
per month 10 users included (+$15/user)
Offerings
Pricing Offerings
boltCanopy Connect for Insurance Agents
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details—10% discount for annual pricing.
More Pricing Information
User Ratings
bolt Insurance Agency PlatformCanopy Connect for Insurance Agents
Likelihood to Recommend
8.5
(3 ratings)
-
(0 ratings)
Usability
8.5
(3 ratings)
-
(0 ratings)
User Testimonials
bolt Insurance Agency PlatformCanopy Connect for Insurance Agents
Likelihood to Recommend
bolt
For international students, 9 or 10 months with auto insurance. People who want to avoid spam calls from searching online.
The biggest concern is getting a good price and many would say, “if I get the same price, why don’t I go directly to the insurance company? “ Bolt is good for new drivers , except for people have a long time relationship established with an existing company.
Verified User
Anonymous
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Canopy Connect
No answers on this topic
Pros
bolt
  • Calls get answered in reasonable time
  • Friendly agents
  • Eliminate spam calls
Verified User
Anonymous
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Canopy Connect
No answers on this topic
Cons
bolt
  • 6 months policies is limiting in options
  • Online application don’t cover all details
  • Online uses hard to understand language
  • Service after contract is confusing, having to call both Bolt and the insurance provider for resolutions on payment or ending contact.
Verified User
Anonymous
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Canopy Connect
No answers on this topic
Usability
bolt
It was easy to use and straight forward.
Verified User
Anonymous
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Canopy Connect
No answers on this topic
Alternatives Considered
bolt
Bolt is the only one I used
Verified User
Anonymous
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Canopy Connect
No answers on this topic
Return on Investment
bolt
  • I had a foreign client that got confused and I spent hours helping him by making calls with the insurance company and Bolt.
  • Commission took 3 months.
  • I have a client feedback saying it’s too expensive and bought from somewhere else the 2nd year. When he purchased was his first policy in the US.
Verified User
Anonymous
Read full review
Canopy Connect
No answers on this topic
ScreenShots

bolt Screenshots

Screenshot of the bolt Agency Portal, which provides a single interface to streamline operations and skyrocket agent productivity. This comprehensive customer dashboard features a Dynamic Quoting Questionnaire, omnichannel customer + lead communications, Proactive Renewals, detailed analytics, and appointment and credential management.Screenshot of the Dynamic Quoting Questionnaire, which offers multiple quotes, from multiple carriers in minutes, across multiple lines of business. The same platform is used to quote Personal, Commercial, Specialty, and E&S lines. Product bundles will also appear on this results page, making it easier than ever for customers to buy insurance.Screenshot of where agents can communicate with customers and leads without leaving the Agency Portal. Its templates can be used to emails and SMS, including WhatsApp and Facebook Messenger.Screenshot of built-in wholesale appointments, which unlock carrier markets that agents lack, with delegated authority and multi-tenant oversight. bolt's dedicated markets team is trained to bring on new carriers.Screenshot of renewal dates are automatically calculated once a policy is bound. Multi-select to requote several customers at once across our Insurer Library, then share these rates with customers without ever leaving the platform.Screenshot of the Direct-to-Consumer Portal (D2C) which provides a fully customizable, self-serve option for customers. With 24/7 quoting, flexible question sets, and online bind options across multiple products agents can deliver a user-friendly experience. Leads from the D2C automatically appear in the Agency Portal for efficient end-to-end lead management.