INSURANCE AGENCY SOLUTIONS

Agency Plans

Get access to your prospect's current coverages, premiums, deductibles and declaration pages so you can provide faster and more accurate quotes that win.
PRICING

Choose a Plan That's Right for Your Agency

Free 14-day trial on all plans

Agency Plus

For growing agencies that need integrations into their other systems. Includes:
All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more. See below.
10 users included (+$15/user)
125 personal lines pulls per month (+$2/additional pull)
Up to seven years of document history
Direct integrations into EZLynx, Vertafore PL Rating, QuoteRUSH and more
Zapier access for connecting with AgencyZoom, Better Agency, Salesforce and more
Enriched property data
1:1 personalized onboarding for your team
14-Day Free Trial
$250/month
Month-to-month, no long contracts

Agency Starter

$100/month
For individual insurance agency owners and producers with small teams.
This includes...
All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more. See below.
5 users included (+$15/user)
50 personal data pulls per month (+$3/additional pull)
Zapier access for connecting with AgencyZoom, Better Agency, Salesforce and more
Drop-in group onboarding sessions

Agency Duo

Commercial
$350/month
For small agencies that sell personal and commercial lines.
Everything in Agency Starter, plus commercial lines....
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, and more
20 commercial lines data pulls per month (+$12/additional pull)
Loss run reports generated in seconds
1:1 personalized onboarding for your team

Agency Complete

Commercial
$600/month
For agencies that sell personal and commercial lines.
Everything in our Agency Duo, plus....
10 users included (+$15/user)
125 personal lines pulls per month (+$2/additional pull)
50 commercial lines pulls per month (+$10/additional pull)
Direct integrations into EZLynx, Vertafore PL Rating, QuoteRUSH and more
Up to seven years of document history
Enriched property data

Agency Commercial

For commercial insurance agencies. Includes:
Core Canopy Connect features
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, property, and more
Loss run reports generated in seconds
Enriched property data
10 users included (+$15/user)
50 commercial lines pulls per month (+$10/additional pull)
Zapier access for connecting with Salesforce, Hubspot, and thousands more
1:1 personalized onboarding for your team
14-Day Free Trial
$500/month
Month-to-month, no long contracts

Agency Plus

For growing agencies that need integrations into their other systems. Includes:
All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more. See below.
10 users included (+$15/user)
125 personal lines pulls per month (+$2/additional pull)
Direct integrations into EZLynx, Vertafore PL Rating, QuoteRUSH and more
Zapier access for connecting with AgencyZoom, Better Agency, Salesforce and more
Enriched property data
1:1 personalized onboarding for your team
14-Day Free Trial
$225/month
$2,700/year paid annually (10% off)

Agency Starter

$90/month
$1,080/year paid annually
For individual insurance agency owners and producers with small teams.
This includes...
All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more. See below.
5 users included (+$15/user)
50 personal data pulls per month (+$3/additional pull)
Zapier access for connecting with AgencyZoom, Better Agency, Salesforce and more
Drop-in group onboarding sessions

Agency Duo

Bundle
$315/month
$3,780/year paid annually
For small agencies that sell personal and commercial lines.
Everything in Agency Starter, plus commercial lines....
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, and more
20 commercial lines data pulls per month (+$10/additional pull)
Loss run reports generated in seconds
1:1 personalized onboarding for your team

Agency Complete

Bundle
$540/month
$6,480/year paid annually
For agencies that sell personal and commercial lines.
Everything in our Agency Duo, plus....
10 users included (+$15/user)
125 personal lines pulls per month (+$2/additional pull)
50 commercial lines pulls per month (+$10/additional pull)
Direct integrations into EZLynx, Vertafore PL Rating, QuoteRUSH and more
Up to seven years of document history
Enriched property data

Agency Commercial

For commercial insurance agencies. Includes:
Core Canopy Connect features
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, property, and more
Loss run reports generated in seconds
Enriched property data
10 users included (+$15/user)
50 commercial lines pulls per month (+$10/additional pull)
Zapier access for connecting with Salesforce, Hubspot, and thousands more
1:1 personalized onboarding for your team
14-Day Free Trial
$450/month
$5,400/year paid annually (10% off)

Need More? You Need Agency Pro.

A custom plan for larger agencies that need more users, more data pulls, and more customization.
STANDARD IN ALL PLANS

Data and Documents

All plans receive access to the following data and documents.

Personal Policy Details

See premiums, coverages, limits, and deductibles for home, auto, and specialty lines. Available for all plans except Agency Commercial.

Declaration Pages

View PDFs of the most recent declaration pages for all lines.

Additional Documents

View PDFs of ID cards, endorsements, binders, verification of insurance, and insurance applications.

Contact Information

Get names, phone numbers and emails.

Drivers

Names, DOBs and driver's license numbers.

Vehicle, Home, and Asset Information

VIN, year, make, model, and property address.

Claims, Incidents and Driving Records

Up to seven years of history with the current carrier. Available with select carriers.

Included Platform Features

Customized Branding

Upload your logos or photos and customize colors and messages to ensure a consistent client experience.

Custom Links and QR Codes

Generate custom links for your producers, staff, referral partners, and for different lead source tracking.

Custom Email and Text Templates

Access several templates for inbound and outbound use. Create and customize templates for your team.

Send Links Through Email or SMS (Text)

Send texts directly through Canopy Connect, and send templated emails via your email client.

Embed an Import Module on Your Website

Add a Canopy Connect module directly on your website to increase functionality and conversions.

Track Wins and Losses

See how your team is utilizing their links to know how Canopy Connect is increasing their closing ratio.

Share Information with Your Team

Choose which links each user can see activity for—share insurance pulls between teammates instantly.

Support via Chat or Email

Get help when you need it. Canopy Connect is easy to use, but if you ever need a hand, we're just a click away.

Drop-in Onboarding and Training

Group onboarding sessions are scheduled several times each week.

Do More with Agency Plus

More Users and More Pulls

Get 10 seats and 125 insurance pulls each month. If you need more, it's only $2 per additional pull.

Enriched Property Data

Enrich property data to include square footage, number of bedrooms and bathrooms, roof shape/type and more.

Document History

Up to seven years of documents, including declaration pages, endorsements, proof of insurance and more.

Integration: EZLynx Rater

Send collected insurance data directly into EZLynx comparative rater for a more accurate pre-fill alternative.

Integration: PL Rating by Vertafore

Send collected insurance data directly into PL Rating for instant quoting from hundreds of carriers.

Integration: Agency MVP

Prioritize leads and automate texts and emails that use your Canopy Connect link to collect insurance information, then sync it with your rater.

Integration: Hawksoft

Send collected insurance information to Hawksoft without any manual data entry.

Integration: InsuranceGIG

Connect data to insurance technology accessible to agents via ready-to-use apps, and integrated into AMS.

Integration: GravityCerts

Build a custom consumer quote form that enables Canopy Connect to pre-fill.

1:1 Team Onboarding and Training

Schedule a personalized training for your team with a Canopy Connect expert, and attend any of our drop-in training sessions.

Commercial Features

Commercial Policy Details

See premiums, coverages, limits, and deductibles for multi-peril, workers compensation, commercial auto, and more. Available in all plans except Agency Commercial.

Loss Runs Reports

Loss run reports are generated in seconds with data directly from the carrier.

Insured Asset Information

Vehicle information including VINs, year, make, and model. Business and property addresses and related property data.
MORE SOLUTIONS

Not Only for Insurance Agencies

Mortgage Lending

Close home loans faster with instant insurance verification built into your loan processing workflow.

Loan Servicing

Protect your lenders and investors by verifying and monitoring collateral assets are properly insured, now and in the future.

Auto Finance

Ensure that borrowers have the right coverage for their vehicles before finalizing auto loans and leases.

Insurance Carriers

Deliver a better quoting experience and improve servicing for clients, agents, and partners.

Driver Compliance

Confirm that your employees and contract drivers are properly covered when using company vehicles or their own.

Embedded Insurance

Embed insurance intelligence into your applications to drive cross-selling opportunities or launch an insurance marketplace.

Book a Demo

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