In this session, Gary Drew from Canopy Connect, a leading insurance verification platform available through The Shop, shows how dealerships can eliminate manual insurance documentation, reduce fraud, and accelerate both sales and service workflows.
Canopy Connect has completed over 10 million customer insurance verifications and connects with roughly 97% of the personal auto insurance market, giving dealerships instant, secure access to real insurance data — no more guessing whether a card is legitimate or manually calling insurance carriers during limited business hours.
What's covered in this video:
✅ The Problem with Manual Verification – Why employees aren't trained to spot fraudulent or altered insurance documents, and how phone verification causes delays that hurt CSI
✅ Dealership Risk Exposure – How gaps in insurance verification create financial liability on loaners and test drives, fraud risk, compliance issues, and funding delays
✅ Live Demo of the Verification Widget – See exactly how customers securely log into their insurance carrier's portal via a customizable, branded link, QR code, or text message
✅ Instant Results – With a median connection time of 5.6 seconds, dealerships receive full policy details, declarations pages, coverage limits, deductibles, lienholder info, and more directly in a dashboard
✅ Custom Policy Check Rules – How dealerships can pre-set requirements (state minimum liability, collision/comprehensive coverage, specific deductibles) so submissions are automatically flagged as pass/fail
✅ Fraud Detection & Findability Tools – How verified data helps confirm customer identity and locate vehicles, plus how visibility into other household vehicles can surface trade-in or upsell opportunities
✅ Refresh & Monitoring Capabilities – How dealerships can re-verify a customer's coverage over time, useful for recurring service customers or delayed sales transactions
✅ Policy Search Option – For select carriers, how dealerships can verify coverage directly with just a policy number, without requiring the customer to log in
✅ Integrations – How Canopy Connect works directly within CDK and TSD Mobility for streamlined sales and loaner agreement workflows
📩 Want to learn more about Canopy Connect for your dealership? Visit The Shop to get started: https://theshop.com/collections/canop...
This session was part of a broader conversation on how compliance and verification tools work together to create a faster, more consistent, and more trustworthy dealership workflow — featuring ComplyAuto, 700Credit, and Canopy Connect, all vetted solutions available through The Shop.
