Trusted by 6,000 Agencies, Networks, Insurtechs and Lenders
Trailhead: Make a First Impression that Converts
First impressions matter—so we've turned your intake link into a branded starting point your clients can trust. Pair it with Sharing Paths, and every prospect arrives knowing who you are and how to get started.
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 Miner
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
Trailhead: A Better Insurance Intake Experience Starts Before the First Click
An intake link is often a prospect's first impression of your agency, and until now, it was just a link. Trailhead turns it into an introduction, letting you add your photo, contact info, and branding before anyone shares their insurance information. Paired with Sharing Paths, it gives clients context first, then lets them choose how they want to share. It's especially useful for referral driven agencies, where a personalized link makes a referral feel intentional instead of anonymous. Trailhead is available now on Elevate, Peak, and Summit plans.
The 3 Insurance Documents Every Auto Lender Should Stop Accepting
Most auto lenders have a stack of "proof of insurance" that wouldn't hold up to a second look. A screenshot from a phone. An ID card that expired two renewal cycles ago. A PDF that could have been edited in five minutes. This post breaks down the three documents lenders keep accepting anyway, why each one creates more risk than it resolves, and what verified coverage actually looks like when you stop settling for paper.
Why Your LOS Integration Doesn't Fix Insurance Verification (And What Does)
Lenders assume that because their loan origination system automates income verification, title, and disclosures, it must be handling insurance too. It's not. Insurance verification still runs on PDFs, phone calls, and someone on your team squinting at a dec page. This post breaks down why LOS integrations stop short of solving this, and what it looks like when the gap actually gets closed.