Case Study: Kanopy Insurance generates 400+ new policies monthly with Velocify

Velocify allows agencies to increase agent productivity and write more policies

Kanopy Insurance, an independent online insurance agency, faced intense competition in the saturated online consumer market and struggled to respond to leads quickly enough to convert prospects. With limited IT and sales resources, the company needed a better way to manage a complex sales process and compete with larger, technology-driven call centers, so it turned to Velocify’s sales automation tools, including Velocify LeadManager, Velocify Dial-IQ, and an EZLynx integration.

Velocify implemented its solution in under two weeks, helping Kanopy prioritize calls, follow up on appointments and callbacks, and deliver real-time quotes more efficiently. The results were strong: Kanopy generated over 400 new policies per month with just eight full-time agents, accelerated lead response by 300%, and achieved a cost-per-sale less than half the industry average.

Kanopy Insurance

Ryan McClintock

Co-Founder and CEO