Trusted by 3,500 Agencies, Networks, Insurtechs and Lenders
Introducing: Policy Paste
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
Text or email your customer Canopy Connect link to your prospect. You can also embed a widget directly on your website
Prospect Signs into Current Carrier
Your prospect or client selects their carrier and authenticates. They are done importing their insurance in less than 10 seconds.
Agent Views Insurance Data
You can view the imported structured data as well as recent documents including declaration pages from all policies in the account in the agent dashboard.
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 more than 300 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
56%
Commercial Insurance Market Coverage
5.6
Seconds to Transfer Policy Data from the Insurance Carrier
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 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
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
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
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
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
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
Connected Conversations in Insurance | Episode 8 ft. Michael Overstreet
In this episode recap of Connected Conversations in Insurance, Nick Berry sits down with Michael Overstreet, CMO of Heritage and self-proclaimed "Gardening Nerd," to explore how Michael combines his love for lawn care with authentic content marketing that drives real business results.
Equip Your Referral Partners to Do Your Intake for You with a Custom Referral Partner Link
If your current referral process involves guesswork, follow-ups, and cold leads, you’re doing it the hard way. This blog breaks down how custom referral partner links with Canopy Connect streamline intake by delivering verified insurance data before you even pick up the phone—no chasing, no chaos.
A Smarter, Smoother Submission Process: Canopy Connect Partners with Sembley
Streamline commercial insurance submissions with Canopy Connect and Sembley integration. Instant access to 300+ carriers, ACORD form population, and secure data sharing. Join the live webinar on July 23rd for a demo!