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Recommended by Top Agencies, Networks, Training Organizations
The AC Companies

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.

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
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
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
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
Catalyst Insurance Group

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.
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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.