Require Canopy Insurance Verification (Management setting)

This setting is only applicable for locations with Insurance verification integration with Canopy. Contact your TSD Sales Representative at sales@tsdweb.com for more information.

If you use Insurance Verification Integration with Canopy to automate the process of capturing and verifying a customer's automobile insurance policy, you can use this setting to make connecting an insurance policy through Canopy required to open agreements. (Only applicable for new agreements, going forward.)

Note: Employee roles with the Allow Override Insurance Verification permission can override this requirement on the agreement via an OVERRIDE VERIFICATION button.