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What is Poggio Labs?

The current go-to-market frameworks were not initially focused on integrating data effectively. We facilitate intelligent connections for teams that value customer satisfaction above all. Your tools and data need to function together harmoniously, free from any isolated systems. You deserve an exceptional CRM experience that truly meets your needs. Founded in May 2021, Poggio Labs emerged from an essay written by one of its founders, which laid the foundation for the company’s vision. Although this essay predates the company's formation, it ignited the path that ultimately led to the establishment of Poggio Labs. Our remote-first team is at the forefront of creating a novel application architecture designed to improve interactions between businesses and their customers, driven by our core principles of curiosity, confidence, empowerment, commitment, and humanity. We are committed to building intelligent relationships for teams that are deeply invested in their customers, ensuring every engagement is both significant and impactful. Together, we strive to revolutionize the way businesses connect with their clientele.

What is Canopy Connect?

Integrate insurance intelligence into your applications to boost cross-selling opportunities or create a robust insurance marketplace. Enrich user profiles by incorporating extensive insurance data directly sourced from providers, allowing for a deeper understanding of assets, coverage options, and risk assessments. This can lead to the discovery of innovative strategies that enhance the value of your services. Partnering with Canopy Connect's network enables you to explore new revenue opportunities in the insurance landscape, providing diverse solutions ranging from pay-per-click advertising to fully branded insurance agency offerings. Elevate the user experience with intuitive interfaces that make sharing insurance details easy, whether you choose to utilize our user experience design or develop your own. Catering to customer-focused businesses, including fintechs, insurtechs, marketplaces, lenders, and insurance carriers, we empower users to effortlessly and securely share their insurance information through connections with top carriers in the nation. Our system efficiently imports and organizes essential insurance documents, policy details, contact information, driver data, and claims histories, significantly enhancing the critical information at your disposal. By harnessing our technology, you can deliver a streamlined experience that adapts to the changing needs of your clients while also remaining competitive in a rapidly evolving market. This comprehensive approach not only simplifies processes but also fosters stronger relationships with users.

Media

Media

Integrations Supported

ActiveCampaign
AgencyZoom
EZLynx
Gaya Ai
HawkSoft
Mailchimp
PL Rating
Pipedrive
QuoteRush
Salesforce
Zapier

Integrations Supported

ActiveCampaign
AgencyZoom
EZLynx
Gaya Ai
HawkSoft
Mailchimp
PL Rating
Pipedrive
QuoteRush
Salesforce
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$1,000 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Poggio Labs

Date Founded

2021

Company Location

United States

Company Website

www.poggiolabs.com

Company Facts

Organization Name

Canopy Connect

Company Location

United States

Company Website

www.usecanopy.com/solutions/embedded-insurance

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

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