![Company meets with their commercial insurance agent](https://cdn.prod.website-files.com/641d25a6f397742c7c392915/64236f66cd6ed98045050bc3_commercial-meeting.jpg)
Recommended by Top Agencies, Networks, Training Organizations
![SIAA - The Agent Alliance](https://cdn.prod.website-files.com/641d25a6f397742c7c392915/64ac60568707bffbccd57533_c_siaa-2023.png)
![The AC Companies](https://cdn.prod.website-files.com/641d25a6f397742c7c392915/6422384e305acb76f21b86ad_c_theac.png)
![Iroquois Group](https://cdn.prod.website-files.com/641d25a6f397742c7c392915/64223850150ff8087f6dc243_c_iroquois.png)
![Horizon Agency Systems](https://cdn.prod.website-files.com/641d25a6f397742c7c392915/64223850f4255745645d88c4_c_horizon.png)
![Rice Insurance](https://cdn.prod.website-files.com/641d25a6f397742c7c392915/6422385192d4936ce964350b_c_rice-insurance.png)
![Agency Intelligence Podcast Network](https://cdn.prod.website-files.com/641d25a6f397742c7c392915/6422384e5ca6bb91c7f56119_c_agency-intelligence.png)
![Craig Wiggins Coaching and Consulting](https://cdn.prod.website-files.com/641d25a6f397742c7c392915/6422384e305acb26ad1b86af_c_craig-wiggins-coaching.png)
SOLUTIONS
How Canopy Connect Works
![Client Consent and Carrier Selection](https://cdn.prod.website-files.com/641d25a6f397742c7c392915/6422156e51249b68e9d2c115_how-agencies-1-select.png)
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](https://cdn.prod.website-files.com/641d25a6f397742c7c392915/6422156e6a46529040233f91_how-agencies-2-signin.png)
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](https://cdn.prod.website-files.com/641d25a6f397742c7c392915/6422156ed6de9cfdca7fb8c3_how-agencies-3-view.png)
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.
TESTIMONIALS
Canopy Connectors
Hear how our amazing customers are using Canopy Connect
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.
![AICPA SOC Logo](https://cdn.prod.website-files.com/641d25a6f397742c7c392915/641d6160d3455b65da32ca3f_trust-aicpa-soc2.png)
Rigorous Security Standards
We are SOC II Type 2 Certified, following strict information security policies and procedures.
Compliance Monitoring
Our infrastructure is continuously monitored for security and compliance.
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.