Trusted by 6,000 Agencies, Networks, Insurtechs and Lenders
Policy Paste: Fill Any Form with Verified Data
Paste verified insurance data directly into any online form, including carrier rating applications to streamline quoting.
SOLUTIONS
Insurance Verification and Monitoring
Insurance Agencies
Get verified insurance information and pass it to your rater, CRM, or AMS to build competitive quotes that win.
Send Link to Prospect
Send a branded Canopy Connect link to your prospect via text, email, or QR. You can also embed a widget directly on your website
Prospect Shares Info
Your client can either share via their insurance carrier, a dec page, a form, or talk to you.
Agent Views Insurance Data
You can view the structured data as well as recent documents including declaration pages from all policies in the account in the agent dashboard. Send it to your rater or CRM.
Car Dealerships
Know if buyers have the right coverage for the vehicles they purchase, and easily update vehicles, drivers, & lien holders.
Mortgage Lending
Close home loans faster with instant insurance verification built into your loan processing workflow.
Auto Finance
Ensure that borrowers have the right coverage for their vehicles before finalizing auto loans and leases.
Loan Servicing
Verify and monitor insurance for home and auto, now and in the future. Update lien holders and mortgagee clauses in less than a minute.
Embedded Insurance
Embed insurance intelligence into your applications to drive cross-selling opportunities or launch an insurance marketplace.
Insurance Carriers
Deliver a better quoting experience and improve servicing for clients, agents, and partners.
INSURANCE DATA
Broad & Deep Market Coverage
With access to 400 of the top insurance carriers in personal and commercial P&C. Canopy Connect has the market covered.
96%
Auto Insurance Market Coverage
91%
Homeowners Insurance Market Coverage
90%
Standard Commercial Carrier Coverage
500+
Insurance Data Fields
Market Coverage Auto and Homeowners is based on National Association of Insurance Commissioners (NAIC) 2023 Market Share Reports for Property/Casualty Groups and Companies by premium for all U.S. states and territories. Standard commercial carrier coverage is an estimate of state-level admitted carriers.
NEW FOR INSURANCE AGENTS
Introducing the Insurance Data Intake Platform
Carrier data, forms, dec page uploads, enriched data. One platform for insurance agencies to collect verified and detailed insurance information.
TESTIMONIALS
Canopy Connectors
Hear how our amazing customers are using Canopy Connect
Canopy Connect is the key to the future scalability of our agency. We are sending the Canopy Connect link to every client.
Shane Vander Geissen
Producer
Trucordia
Trucordia
Canopy Connect saves my team thirty minutes per client. We get 95% of our new clients using it. It's truly been a game changer for our agency. It is the one technology piece that we couldn't do without.
Kevin Panter
Owner
Kevin Panter Insurance
Kevin Panter Insurance
I don't know how I would do business today in personal lines without Canopy Connect. I just don't know how I would do it. It would be so inefficient.
J.C. Wogomon
Owner
Catalyst Insurance Group
Catalyst Insurance Group
I recommend Canopy Connect to all of the agents I meet and mentor. It makes the intake much faster and easier for me and my clients and has enabled me to scale my agency.
Kevin Spann
Abraham Kevin Spann: Allstate Insurance
Canopy Connect is such an awesome way to not just have smoke and mirrors to what the customer has. You're literally looking at it. You can see it right in front of you. It's literally a secret weapon.
Jeremy Powers
Owner
Powers Insurance Experts
Powers Insurance Experts
You have everything at your fingertips. 75% of consumers have no idea what coverages they carry. They think they have “full coverage” so this helps me build a wedge between their current policy and what I can offer.
Josh Miner
Owner
Miner Family Insurance / TWFG
Miner Family Insurance / TWFG
PROTECTION
Trusted and Secure
Canopy Connect is building the infrastructure that powers best-in-class insurance experiences. Deliver delightful, intelligent and frictionless insurance services, trusted by leading insurance innovators.
Rigorous Security Standards
We are SOC II Type 2 Certified, following strict information security policies and procedures.
Compliance Monitoring
Our infrastructure is continuously monitored for security and compliance.
End-to-end Encryption
We keep your data encrypted every step of the way. We use 256-bit AES encryption at rest and TLS 1.3+ in transit.
BLOG
Recent Articles
Kimi Donahue: More Than One Thing
Kimi Donahue once hid in her car because she was afraid of sales. Today she owns Allegro Insurance Group, coaches insurance professionals across the country, and fronts the heavy metal band Iron Priestess. Meet the Women in Insurance award winner on a mission to help the misunderstood and the underestimated.
Carey Wallace: It Was Always the People
Carey Wallace came to insurance for a short project and stayed for the people. After launching a tech startup, raising her daughters, and building IntellAgents, she bet on herself with AgencyFocus. She now helps hundreds of agency owners understand their worth and plan what’s next. Meet the Women in Insurance award winner six people nominated.
Ngozi Nnaji: Bet on Yourself
Ngozi Nnaji doesn’t believe in “hard.” In 30 years in insurance, she’s gone from corporate broker to agency owner, founder of The Black Friday Network, and now tech founder with the launch of blkstk. Meet the Women in Insurance award winner who saw the industry’s gaps and built the solutions herself.