INSURANCE AGENCY SOLUTIONS

The Fastest Way to Collect Insurance Information

View coverages, premiums, limits, deductibles, dec pages and more so you can provide faster, more accurate quotes that win.
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INSURANCE AGENCIES

Why Agencies Choose Canopy

Having a clear understanding of your prospect's current insurance profile—seeing policies, claims, assets, and insureds—gives you the information you need to be a trusted insurance advisor.

Collecting all this information is time-consuming and frustrating for the agent and the prospect. Canopy Connect helps you get verified insurance information in 20 seconds.

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SOLUTIONS

How Canopy Connect Works

Client Consent and Carrier Selection

1. Send Link

Text or email your custom Canopy Connect link to your prospect. You can also embed a widget directly into your website.
Client Sign In Process for Canopy Connect

2. Client Signs In

Your prospect or client selects their carrier and authenticates. They are done importing their insurance in less than 10 seconds.
Insurance Agent Dashboard for Canopy Connect

3. View Policy Information

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.
INSURANCE DATA

Broad & Deep Market Coverage

With access to more than 200 of the top insurance carriers in personal and commercial P&C. Canopy Connect has the market covered.
96%
Personal Auto Insurance Market Coverage
91%
Homeowners Insurance Market Coverage
57%
Commercial Insurance Market Coverage
5.6
Seconds to Authenticate
Market Coverage
Prospect Submits Insurance Information on his phone
CLIENT EXPERIENCE

Delight Your Clients with a Digital Experience

The traditional prospect experience is full of frustration—long forms, endless questions, and being sent on an errand to find their dec pages.

Your clients can now submit all this information to you securely while you're on the phone with them. No more miscommunication of coverages, limits, deductibles, vehicles, or property features.

You can spend more time building rapport and guiding them through the coverages they need. Provide a fast and accurate comparison quote that is positioned to win.
INSURANCE DATA

250+ Insurance Data Fields

Get access to fully structured P&C personal and commercial insurance data via API.
Go fast live with our SDK.

Auto Policy

Policy #
AUI92837
Policy Start
03/07/2023
Policy End
09/07/2023
Premium
$487.71
Coverage
Limits
Ded.
Premium
Collision
$500
$167.84
Comp
$500
$79.23
BI
$100k - $300k
$104.30
PD
$50k
$116.17
UIM
$15k - $30k
$20.17

Homeowner Policy

344 Clinton Street, Brooklyn, NY 11231
Policy #
HOI3248
Policy Start
03/07/2023
Policy End
09/07/2023
Premium
$487.71
Coverage
Limits
Premium
Dwelling
$288,380
$1,430.12
Other Structures
$28,838
$32.76
Personal Property
$144,190
$170.62
Loss of Use
$57,676
$62.03
Personal Liability
$100,000
$14.02
Medical
$1,000
$7.86

Vehicle Information

2018 Chevrolet Camaro (ZL-1)
VIN
1G1FK1R62J0158884
Annual Mileage
10,298
Ownership Type
Finance
Lien Holder
NCM Financial
Vehicle Use
Personal; Commute;

Claims History

Auto Policy: #AU192837
Date
Type
Payout
05/22/2022
Accident
$3,832
03/25/2019
Windshield
N/A
01/02/2018
‍
Theft
$18,291
Homeowner Policy: #HOI13248
Date
Type
Payout
12/18/2021
Wind/Hail
$5,217
09/23/2019
Fire
$12,255
11/29/2017
Water
$8,460

Property Data

344 Clinton Street, Brooklyn, NV 11231
Year Built
1950
Property Class
Single Family
Square Footage
934
Bedrooms
2
Full Bathrooms
2
Partial Bathrooms
1
Stories
2
Units
1
Purchase Date
06/29/2016
Purchase Price
$340,000
Last Updated
04/14/2022

Building Data

344 Clinton Street, Brooklyn, NY 11231
Construction Type
Brick
Wall Type
Brick
Foundation Type
Concrete
Frame Type
Wood
Roof Cover
Single
Roof Shape
Pyramid
Cooling Type
Central
Heating Fuel
Gas
Has Fireplace
Yes
Pool Type
No Pool
Garage Type
Attached, 1-Car
Garage Square Ft
240
Parking Spaces
1

Property Value Data

344 Clinton Street, Brooklyn, NY 11231
Assessed Values
Improvement Value
$114,126
Land Value
$171,158
Total Value
$285,284
Market Values
Improvement Value
$152,334
Land Value
$288,501
Total Value
$380,835
Owners
Owner 1 First Name
Clark
Owner 2 Last Name
Kent
Owner 2 First Name
Lois
Owner 2 Last Name
Lane

Business Owner Policy

Policy
BO132483
Policy Start
04/01/2023
Policy End
04/01/2024
Named Insureds
Daily Planet Publishing
EIN
01-2345678
NAICS
511110
Email
pwhite@theplanet.com
Phone
(888) 555-0000
Mailing
220 E 42nd St. Suite 3700, New York, NY 10017

Commercial Loss Runs

Claim #
123554
Occured
02/21/2023
Filed
02/22/2023
Type
Burglary and Theft
Paid
$27,000
Reserved
$5,000
Claim #
122198
Occured
09/23/2020
Filed
09/23/2020
Type
Vehicle Accident
Paid
$13,692
Reserved
$3,000

Commercial Auto Policy

Policy #
CA4892274
Policy Start
03/25/2023
Policy End
09/25/2023
Premium
$55,9487.71
Coverage
Limits
Ded.
Premium
Collision
$500
$1,928
Comp
$500
$964
BI
$500k - $1M
$1,116
PD
$50k
$1,317
UIM
$30k - $60k
$269

What Are You Waiting For?

Plans start at $100 and include a 14-day free trial.
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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 of Powers Insurance Experts
Jeremy Powers
Owner
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 Van Der Giessen, Producer at Rice Insurance
Shane Vander Geissen
Producer
Rice Insurance

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, TWFG Agency Owner
Josh Miner
Owner
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 - Allstate Agency Owner
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 of Catalyst Insurance Group
J.C. Wogomon
Owner
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.
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Rigorous Security Standards

We are SOC II Type 2 Certified, following strict information security policies and procedures.
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Compliance Monitoring

Our infrastructure is continuously monitored for security and compliance.
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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.

Book a Demo

Schedule a demo and consultation with a Canopy Connect expert to see how it can work with your insurance agency.