How to enable Canopy Connect with Gravity Forms
GravityCerts enables you to connect your Canopy Connect account with Gravity Forms to populate form fields with client data pulled by Canopy Connect, directly from the insurance carrier. Connecting your Canopy Connect account is easy and only takes 4 bits of information [...]
How to send Canopy Connect data to Nowcerts
GravityCerts enables you to send data pulled from Canopy Connect directly into Nowcerts. This is done by adding a new GravityCerts feed. Feeds are available for each form under Settings > GravityCerts. Click the Add New button to create a new [...]
Enable VIN Validation and Populate Vehicle Form Fields
GravityCerts allows you to validate VINs and populate other form fields with vehicle information, even Dynamic List Fields. Using the National Highway Traffic Safety Administration's vehicle database. You are able to pull vehicle information based on the VIN. Adding a VIN Checker [...]
How to Create Quote Proposals for Personal Lines Business
This video demonstrates how to create personal lines quote proposals with GravityCerts. It includes how to add your Loom quote video, how to send the proposal to the client, and what the client sees when viewing the [...]
Pre-populate form fields with user profile data
GravityCerts allows you to pre-populate form fields with your user's profile information. To populate a form field with user profile information click the Advanced tab while on the edit form admin page. Then check Allow field to be populated dynamically. Below, [...]
Agency Global Website Settings
Every GravityCerts hosted website comes with an Agency Info settings page located at Settings > Agency Info. Enter your primary agency information such as phone numbers, emails, agency location address(es), social media, and more. This information will be used to [...]
Quote Proposal Settings
Your GravityCerts Agency Pass comes with powerful, and easy-to-use personal and commercial lines quote proposals. There are global design settings that apply for all proposals. You may also override these setting on a per proposal basis if you want to [...]
User Roles
Your GravityCerts hosted website has the ability to create user accounts for your clients, office staff, agents, and agency owners. Anyone can easily create an account to manage their profile information, and speed up their quote form input by auto-populating quote [...]
Adding FAQs
Adding FAQs to your website can greatly help your users to find answers to common questions, so you don't need to spend valuable time answering the same thing over and over. FAQs also build credibility and trust with the user, because [...]
GravityCerts Custom Shortcodes
Your GravityCerts hosted website comes with a number of helpful custom shortcodes that you may use throughout your website. What is a Shortcode? A shortcode is a small piece of code, indicated by brackets like [this], that performs a dedicated function [...]