Modern Insurance Intake & Faster Quotes with Tolga Tezel | Canopy Connect

In Episode 169 of the Scratch Agency Podcast, Stephen Turnbull and Shawn Fitzgerald sit down with Tolga Tezel, Founder and CEO of Canopy Connect, to discuss how modern technology is transforming the insurance quoting process.Tolga shares the story behind Canopy Connect, how a conversation with an independent agent inspired the platform, and why eliminating manual data collection helps agencies close more business while creating a better customer experience. The discussion covers everything from secure insurance data sharing and workflow automation to integrations, commercial capabilities, and the future of insurance intake technology.Whether you're already using Canopy Connect or simply looking for ways to make your agency more efficient, this episode offers practical insights into reducing administrative work so you can spend more time advising clients and writing business.🔍 If you're looking to streamline your quoting process, improve client experience, and leverage technology to grow your agency, this episode is packed with actionable takeaways.🕒 Timestamps:00:00 – Introduction & Meet Tolga Tezel02:00 – The Story Behind Canopy Connect06:45 – Security, Privacy & Consumer Data Protection10:05 – How Canopy Connect Works Behind the Scenes14:00 – Why Every Quote Should Start with Accurate Insurance Data16:15 – Underused Features Agents Should Be Using20:45 – Integrations, Automation & Saving Time24:45 – Data Enrichment & Smarter Prospect Intake28:05 – Commercial Insurance Capabilities31:45 – Upcoming Features & The Future of Canopy Connect34:40 – Final Thoughts & Where to Learn More💼 Sponsored by HawkSoftA family-owned agency management system built to serve independent agencies with flexibility, transparency, and human-centered support.🌐 https://www.hawksoft.com🔗 Links & Resources:📲 Join Our Telegram Community:https://t.me/+cISob2kA3pAyMmY5📸 Follow us on Instagram:https://www.instagram.com/thescratchagencypodcast🎧 Listen on Spotify:https://open.spotify.com/show/7hutxCZ5NUPqF5hRdC79Hl🌐 Visit Our Website:https://scratchagencypodcast.comOne of the biggest themes throughout this conversation is that the future of independent agencies isn't about replacing relationships with technology—it's about using technology to eliminate repetitive work so agents can spend more time building trust, educating clients, and closing more business. Canopy Connect is one example of how better workflows can create a better experience for both agencies and their customers.