COMMERCIAL INSURANCE AGENCY SOLUTIONS

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INSURANCE DATA INTAKE

How Canopy Connect Works

1. Client Shares Insurance Info

Your client chooses how they share their insurance information: connect directly to their carrier, upload an insurance document, fill out a custom form, or request a callback.

2. Agent Reviews Coverages

Agents can view the structured policy data, as well as recent documents including declaration pages. Data can be enhanced, enriched, and edited.

3. Send Data to Tech Stack

Send your collected data to the systems you use most—comparative rater, AMS, CRM, ACORD, or other connected systems. You can even directly fill carrier application forms.
Click to Open a Demo Tour of Canopy Connect Intake Platform
TESTIMONIALS

Canopy Connectors

Hear how our amazing customers are using Canopy Connect

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
Trucordia

Canopy Connect saves my team thirty minutes per client. We get 95% of our new clients using it. It's truly been a game changer for our agency. It is the one technology piece that we couldn't do without.

Kevin Panter - Kevin Panter Insurance
Kevin Panter Miner
Owner
Kevin Panter 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
Owner
Catalyst Insurance Group

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

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
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.