Insurance Verification Integration

Insurance verification integration is sold separately. Location setup must be completed by TSD Support. Contact your TSD Sales Representative at sales@tsdweb.com for more information.

TSD DEALER offers Insurance Verification integration with Axle or Canopy Connect to automate your process of capturing and/or verifying a customer's automobile insurance policy on expedited appointments and agreements.

Setup Requirements

  • Contact TSD to get started. Initial configuration of the integration with Axle or Canopy must be completed by TSD Support. Contact your TSD Sales Representative at sales@tsdweb.com for more information.
  • Turn on automatic texting and/or emailing. Use the Auto Texting and Emails setting to allow texts and/or emails to be sent to your customer for appointment confirmations. (This is a requirement for Expedited Appointments.)


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  • Turn on Expedited Appointments. Use the Expedited Appointments setting to turn on this feature for your location, which includes a link to the appointment in your automated appointment confirmation texts and emails.


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  • (Optional.) Customize your appointment confirmation email or text message. You can use the Appointments Confirmation Message setting to change the default email subject and add additional text to the body of the email or text (for example, a reminder that providing insurance will make for a faster experience).


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  • (Optional.) Make insurance verification required on agreements (and make exceptions for employees). You can use the appropriate setting, Require Axle Insurance Verification or Require Canopy Insurance Verification, to make insurance verification required to open new agreements.

    • Then, if you want certain employee roles to be able to override this verification requirement, grant the Allow Override Insurance Verification permission. This will make an OVERRIDE Verification button available on the agreement.

Connect an Insurance Policy

The following steps explore the insurance verification process from your customer's perspective.

  1. If connecting a policy on an Expedited Appointment, the customer accesses the appointment from the email or text and clicks Connect Policy to launch the provider's insurance dialog. Note that, on the appointment itself, the individual insurance fields are not displayed; these will only be made available if the customer exits the connect policy process or encounters an error.


  2. If connecting a policy on a new walkup agreement, you can click request insurance verification, then choose to have the customer scan a QR Code on your screen to access the Insurance dialog, or text the QR code to the customer. Click OK.


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    Note: If insurance verification is set up to be required on your agreements, employees with the Allow Override Insurance Verification permission have an OVERRIDE Verification button available on the agreement to bypass the requirement. Just select a reason (e.g., Phone Call to Carrier, VIP/Recent Returning Customer. Declarations Page Provided. or Other), and click SUBMIT. This will make the insurance fields available to fill in, and your Override Reason will be displayed.


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  3. The Insurance dialog guides the customer through connecting a policy. The look-and-feel and content of the dialog itself varies based on the provider.

    4. Note:  If connecting a policy from an agreement, Pending Insurance Verification is displayed, to let you know the customer is in the process of connecting a policy.

    See the flow with AxleClosed

    1. Disclaimer about security and transparency.

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    2. Selecting a carrier, logging in, and selecting a policy.


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    3. Finishing the insurance sync process.

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    4. The customer is either returned to the expedited appointment, if applicable, where the insurance fields are filled in and unavailable for editing, or a screen with a message: "All set! Your insurance information is shared successfully."


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    See the flow with CanopyClosed

    1. Disclaimer about security and transparency.

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    2. Selecting a carrier and logging in.

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    3. Finishing the insurance sync process.

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  4. After an insurance policy is connected on the appointment or agreement:
    • Insurance policy information (Insurance Company, Policy Number, Expiration Date, and customer VIN of the insured customer automobile) is updated on the appointment, agreement, and customer record. With Canopy, the customer VIN, Make, Year, and Model are all updated. Additionally, the provider's insurance verification badge is displayed, as applicable: "Insurance verification powered by Axle" or "Insurance Verification powered by Canopy".


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      Mobile view: hover to view the full-sized image.

      This verification status is applicable for the life of the appointment and agreement, but it is removed if you manually edit this information and is reset on new appointments or agreements opened for the customer.

    • (Axle) If the customer uploaded an insurance card or document instead of logging into the insurance carrier account, the image is displayed, along with the following message: "Please note: The customer uploaded a document that was not verified or reviewed by Axle." This information is maintained through the appointment, agreement, including at close, and added to the customer record.


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    • (Axle) A Print Policy Report button (View Policy Report on mobile) is available on the appointment and agreement to download a Policy PDF containing coverage information, including deductible limits, vehicles on the policy, and names of insured drivers. See "Print an Insurance Policy Report (Axle) " for more information.

Print an Insurance Policy Report (Axle) 

This is only applicable when using Axle as the provider.

If a customer's insurance policy is connected through Axle, a
Print Policy Report button (View Policy Report on mobile) is available on the customer record, appointment, and agreement to download an Policy PDF containing coverage information, including deductible limits, vehicles on the policy, and names of insured drivers.

Reporting Options

  • Track insurance verification stats on the Length of Use and Service Advisor reports. Stay on top of how often employees are capturing verified insurance policies on agreements, as well as the reasons selected for overriding insurance verification requirements at your location, if applicable.

Frequently Asked Questions (FAQs)

On the log-in screen of the insurance dialog, options are available to:

  • reset the password.
  • set up a new account with the carrier.
  • manually upload an insurance document (insurance ID card or Declarations page). (Note that manually uploading a document is not considered validated by the carrier, so it will not be considered Verified by the provider. So, your location should still take the proper measures to make sure the customer is covered to drive the vehicle.)

If the customer uploaded an insurance card or document through the provider's Insurance Verification process, instead of logging into the insurance carrier account, the following is displayed on the customer record, appointment, and agreement: "Please note: The customer uploaded a document that was not verified or reviewed by Axle."

In this case, the data from the uploaded policy will still be updated, but the insurance will not be considered Verified by the provider. So, your location should still take the proper measures to make sure the customer is covered to drive the vehicle.

With Axle, in this situation, the dialog displays the following message: "Are you sure? Insurance verification is required. Declining verification through Axle may result delays." Your customer can choose Finish to return to the previous dialog, or Exit to close Axle, where a Skip Survey link is displayed with a message that the location will reach out to complete verification.

If the customer was in the process of verifying insurance from an expedited appointment, he or she is returned to the appointment. The customer can enter information into the insurance fields manually, or try connecting a policy again.

When a customer logs into his or her insurance carrier's account and is allowed to select a policy, each policy available for selection displays key information, including the first vehicle covered on the policy (if the policy covers multiple vehicles).

In other words, if the policy covers more than one vehicle, that first vehicle's coverage is used for filling in insurance information in TSD DEALER.

Yes, you can edit the insurance information to override what was verified through the provider, but doing so removes the provider's verification status badge.