Insurance Verification Integration

Insurance verification integration is sold separately. Contact your TSD Sales Representative at sales@tsdweb.com for more information.

ATMS GEN2.0 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

Explore the insurance verification process from your customer's perspective.

How are you using this feature? WebMobile

How to have a customer connect a policy (on Web)
  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 required on your agreements (via the Require Axle Insurance Verification or Require Canopy Insurance Verification setting), employees with the Allow Override Insurance Verification permission can bypass this requirement via an Override Verification option.ClosedRead more:

    1. Click OVERRIDE Verification .
    2. Select a reason to bypass the insurance verification requirement (e.g., Phone Call to Carrier, VIP/Recent Returning Customer. Declarations Page Provided. or Other).
    3. The insurance fields become available to fill in; your Override Reason is 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 expedited appointment (Canopy only) or from an agreement, Pending Insurance Verification is displayed, to let you know the customer is in the process of connecting a policy.

    ClosedSee the flow with Axle

    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."


      5. Hover to view the full-sized image.

    ClosedSee the flow with Canopy

    1. Disclaimer about security and transparency.

      Hover to view the full-sized image.
    2. Selecting a carrier and logging in.

      Hover to view the full-sized image.
    3. Finishing the insurance sync process.

      Hover to view the full-sized image.
  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".


      • Web 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.


      • Hover to view the full-sized image.

    • (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 "View an Insurance Policy Report (Axle) " for more information.
  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 request insurance verification on the Customer stepper of the agreement, within the Insurance section. Tap Request Insurance Verification., then choose 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.

    3. Note:  If insurance verification is required on your agreements (via the Require Axle Insurance Verification or Require Canopy Insurance Verification setting), employees with the Allow Override Insurance Verification permission can bypass this requirement via an Override Verification option.ClosedRead more:

    1. In the Insurance section of the agreement, tap Override Verification.
    2. Select a reason to bypass the insurance verification requirement (e.g., Phone Call to Carrier, VIP/Recent Returning Customer. Declarations Page Provided. or Other).
    3. The insurance fields become available to fill in; your Override Reason is displayed.


      4. Hover to view the full-sized image.

  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. ClosedSee how it looks with Axle

    1. Disclaimer about security and transparency.

      Hover to view the full-sized image.
    2. Selecting a carrier, logging in, and selecting a policy.

      Hover to view the full-sized image.
    3. Finishing the insurance sync process.

      Hover to view the full-sized image.
    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."


      5. Hover to view the full-sized image.

    ClosedSee the flow with Canopy

    1. Disclaimer about security and transparency.

      Hover to view the full-sized image.
    2. Selecting a carrier and logging in.

      Hover to view the full-sized image.
    3. Finishing the insurance sync process.

      Hover to view the full-sized image.

    Note: While the customer goes through the provider's insurance verification process, Pending Insurance Verification is displayed.



    Hover to view the full-sized image.

  4. After an insurance policy is connected:
    • The information (Insurance Company, Policy Number, Expiration Date, and customer VIN of the insured customer automobile) is filled in and the provider's insurance verification badge is displayed, as applicable: "Insurance verification powered by Axle" or "Insurance Verification powered by Canopy". This information is maintained through the appointment, agreement, including at close, and added to the customer record.

      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.
    • (Axle) A View Policy Report button 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 "View an Insurance Policy Report (Axle) " for more information.

View an Insurance Policy Report (Axle) 

Note: This is only applicable when using Axle as the provider.

If a customer's insurance policy is connected through Axle, you can download a Policy PDF containing coverage information, including deductible limits, vehicles on the policy, and names of insured drivers.

Policy Report Sample

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How are you using this feature? WebMobile

On the customer record, appointment, or agreement, click Print Policy Report.

On the Insurance section of the agreement, tap View Policy Report.

View an Insurance Declaration Page (Canopy Connect) 

Note: This is only applicable when using Canopy Connect as the provider.

If a customer's insurance policy is verified on an expedited appointment or agreement through Canopy, you can download a Declarations Page PDF containing verified coverage information.

On the customer record, appointment, or agreement, click PRINT DECLARATIONS PAGE.

Declarations Page Sample

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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 ATMS GEN2.0.

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.