Recommended by Top Commercial Insurance Agencies, Personal Agencies, Networks, Training Organizations
Commercial insurance meeting with a client
COMMERCIAL INSURANCE AGENCIES

Why Commercial Agencies Choose Canopy

Having a clear understanding of your client's business insurance situation—seeing policies, loss runs, assets, and insureds—gives you the information you need to be a trusted insurance advisor.

Along with policy information, loss run reports and claims history are included to help you evaluate risk .

Collecting all this information is time-consuming and usually requires you or the client to contact the current agent which can get complicated.

With Canopy Connect, it takes seconds.
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 Transfer Policy Data from the Insurance Carrier
Market Coverage

Start Your 14-day Free Trial

Join over 8,000 insurance agents already using Canopy Connect.
COMMERCIAL INSURANCE DATA

250+ Insurance Data Fields

Get access to fully structured P&C personal and commercial insurance data.

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

Vehicle Information

2018 Chevrolet Express (3500)
VIN
1G1FK1R62J0158884
Annual Mileage
38,600
Ownership Type
Lease
Lien Holder
NCM Financial
Vehicle Use
Commercial

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

Property Data

344 Clinton Street, Brooklyn, NY 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

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

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

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
Company meets with their commercial insurance agent
CLIENT EXPERIENCE

Commercial Clients Demand a Great Experience

Your commercial insurance clients will love using Canopy Connect too!
No need to search for policy documents and figure out how to get it to you.
No more miscommunication of policies, coverages, deductibles, vehicles, VINs, endorsements, or binders.
Clients can submit all this information securely while they're on the phone with you.
No need to contact the current agent of record to request loss runs and alert the agent that their clients are switching.
You'll be able to provide a fast and accurate, apples-to-apples comparison quote.
PRICING

Choose a Plan That's Right for Your Agency

Free 14-day trial on all plans

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 Duo

Bundle
$350/month
For small agencies that sell personal and commercial lines.
A bundle of the Agency Starter and  commercial features. Includes...
5 users included (+$15/user)
Retrieve personal P&C policies including premiums, coverages, limits, and deductibles for home, auto, and specialty lines
50 personal lines data pulls per month (+$3/additional pull)
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

Best Value
$600/month
For agencies that sell personal and commercial lines.
A bundle of the Agency Plus and Commercial plans. Includes...
10 users included (+$15/user)
Retrieve personal P&C policies including premiums, coverages, limits, and deductibles for home, auto, and specialty lines
125 personal lines data pulls per month (+$2/additional pull)
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, and more
50 commercial lines data pulls per month (+$10/additional pull)
Loss run reports generated in seconds
Direct integrations into Vertafore PL Rating, Agency MVP and more
Up to seven years of document history
Enriched property data
1:1 personalized onboarding for your team

Agency Pro

Contact Us
For larger agencies that need customization and dedicated support.
A customized plan that can include personal and commercial lines access, as well as....
Custom # of users
Custom # of pulls per month
API access for custom integrations, website, and app development
Single Sign-on
1:1 personalized onboarding and training for your team
Early access to upcoming features

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

Agency Duo

Bundle
$315/month
$3,780/year paid annually
For small agencies that sell personal and commercial lines.
A bundle of the Agency Starter and  commercial features. Includes...
5 users included (+$15/user)
Retrieve personal P&C policies including premiums, coverages, limits, and deductibles for home, auto, and specialty lines
50 personal lines data pulls per month (+$3/additional pull)
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

Best Value
$540/month
$6,480/year paid annually
For agencies that sell personal and commercial lines.
A bundle of the Agency Plus and Agency Commercial plans. Includes...
10 users included (+$15/user)
Retrieve personal P&C policies including premiums, coverages, limits, and deductibles for home, auto, and specialty lines
125 personal lines data pulls per month (+$2/additional pull)
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, and more
50 commercial lines data pulls per month (+$12/additional pull)
Loss run reports generated in seconds
Direct integrations into Vertafore PL Rating, Agency MVP and more
Up to seven years of document history
Enriched property data
1:1 personalized onboarding for your team

Agency Pro

Contact Us
For larger agencies that need customization and dedicated support.
A customized plan that can include personal and commercial lines access, as well as....
Custom # of users
Custom # of pulls per month
API access for custom integrations, website, and app development
Single Sign-on
1:1 personalized onboarding and training for your team
Early access to upcoming features
TESTIMONIALS

Canopy Connectors

Hear how our amazing customers are using Canopy Connect for commercial lines

Having Canopy Connect for commercial lines is incredible! So easy to use and such a time saver. The process takes mere minutes and sends you all of the information you need about the client’s current program in a neat and orderly fashion. Makes writing new business a breeze!

Tammy Lee Dunn from John M Glover Insurance Agency
Tammy Lee Dunn
VP, Business Development
John M. Glover Insurance

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

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

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
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.