Why Agencies Choose Canopy
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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How Canopy Connect Works
1. Send Link
2. Client Signs In
Broad & Deep Market Coverage
Delight Your Clients with a Digital Experience
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.
250+ Insurance Data Fields
Go fast live with our SDK.
Property Value Data
Business Owner Policy
Commercial Loss Runs
Commercial Auto Policy
What Are You Waiting For?
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.
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.
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.
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.
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.
Catalyst Insurance Group