Canopy Connect + RevSend Integration
Discover how Canopy Connect + RevSend automates insurance data collection and personalized B2B gifting for smarter prospect engagement.
Combine Canopy Connect and RevSend to automate insurance information collection from prospects and instantly send customized B2B gifts. Canopy Connect enables 1-click retrieval of Dec Pages and insurance data, while RevSend streamlines gift delivery with CRM integration, digital and physical options, and real-time tracking. Together, they help drive conversions, strengthen client relationships, and simplify follow-up from one unified workflow.
Set-up
Get started in the RevSend Integration Page
Make Professional Connections Personal
