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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Incorporate insurance intelligence into your applications to enhance cross-selling potential or establish an insurance marketplace. Enrich user profiles with comprehensive insurance data sourced directly from providers. Gain insights into assets, coverage options, and risk assessments to discover innovative methods to add value to your services. Collaborate with Canopy Connect's partners to tap into new revenue streams in the insurance sector, offering solutions that vary from pay-per-click models to fully branded insurance agency offerings. Impress your users with intuitive interfaces that facilitate seamless sharing of insurance details, utilizing either our user experience design or your own. Serving customer-centric companies, fintechs, insurtechs, marketplaces, lenders, insurance carriers, and beyond, we empower users to effortlessly and securely share their insurance information through connections with the nation's leading carriers. Our system imports and organizes insurance documents, policy specifics, contact details, driver information, and claims histories, enhancing the critical information available to you. By leveraging our technology, you can ensure a streamlined experience that meets the evolving needs of your clients.

Description

NOBL represents a cutting-edge evolution in agency management systems, prioritizing the oversight of daily operations related to insurance trust accounts and ensuring financial stability for premiums, which distinguishes it from traditional systems. By utilizing advanced trust ledger accounting and innovative outsourcing technology for trust accounts, NOBL maximizes workflow efficiency and dramatically improves operational productivity for property and casualty (P&C) insurance agencies. Similar to payroll services, agencies simply submit their source documents, while Paulmar, the designated outsourcing partner, takes charge of managing premiums from the point of transaction until they are completely disbursed to the rightful owners. The integration of NOBL occurs seamlessly with new accounts and renewals, ensuring that the agency's daily activities continue without interruption. This groundbreaking technology is fully prepared for deployment and is set to significantly boost the performance of P&C independent agencies, making them not just more productive but also substantially more efficient in their operations. As a result, agencies can expect a transformation in their financial processes that could lead to enhanced profitability and client satisfaction.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

ActiveCampaign No 
AgencyZoom No 
EZLynx No 
Gaya Ai No 
HawkSoft No 
Mailchimp No 
PL Rating No 
Pipedrive No 
QuoteRush No 
Salesforce No 
Zapier No 

Pricing Details

$1,000 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Canopy Connect

Country

United States

Website

www.usecanopy.com/solutions/embedded-insurance

Vendor Details

Company Name

Paulmar Group

Founded

2009

Country

United States

Website

www.paulmartrustaccounting.com

Product Features

P&C Insurance

Billing & Invoicing No 
Broker / Agent Portal No 
Claims Management No 
Commission Management No 
Customer Portal No 
Document Management No 
Insurance Rating No 
Marketing Automation No 
Policy Management No 
Quote Management No 
Reinsurance Administration No 
Underwriting Management No 

Product Features

P&C Insurance

Billing & Invoicing No 
Broker / Agent Portal No 
Claims Management No 
Commission Management No 
Customer Portal No 
Document Management No 
Insurance Rating No 
Marketing Automation No 
Policy Management No 
Quote Management No 
Reinsurance Administration No 
Underwriting Management No 

Trust Accounting

Accrual Accounting No 
Activity Tracking No 
Asset Gain & Loss Reporting No 
Check Writing No 
Compliance Management No 
Cross Ledger Posting No 
Customer Statements No 
Fee Calculation & Posting No 
Receipt Management No 
Tax Management No 

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