INSURANCE AGENCY SOLUTIONS

See the Impact on Your Insurance Agency

Canopy Connect customers report 30–50% higher close rates and 30+ minutes saved per quote. See what those numbers look like for your agency.
Select your insurance carrier
ROI Calculator — Canopy Connect
ROI Calculator
See Your Canopy Connect ROI

Enter your agency's numbers below. We'll recommend the right plan and show you exactly what you stand to gain — and what every month of delay costs you.

Your Agency Today
Producers / agents  
producers
150
Quote volume
/ producer / mo
1200
Current close ratio  
%
0%100%
Avg. revenue per policy Annual commission
$
/ policy
$0$2,000
Producer compensation
$
/ hr
$20$100
Impact Assumptions Choose a scenario that reflects your expected adoption and outcomes.
Your Return on Investment with Canopy Connect
Additional Policies / Year —  
Revenue from Close Rate Lift — Based on your avg. revenue per policy
Hours Reclaimed / Year —  
Value of Time Saved —  
Total Estimated Annual Impact — Revenue gains + value of time saved
1-Year ROI — Return on plan investment
Monthly Cost of Delay — Unrealized impact for every month you wait.
Plan Breakdown — Click to Compare
Annual investment— 
Quote points / mo— 
Users included— 
Time saved / quote—Based on your scenario
This calculator provides estimates based on aggregate customer-reported outcomes. Individual results will vary based on agency size, market, and adoption. Not a guarantee of results.
PRICING

Choose a Plan That's Right for Your Agency

Annual Billing
Monthly Billing

Scratch

$100/month
$1,200/year paid annually
For individual insurance agency owners and producers with small teams.
Start Trial
30 Quote Points included
3 users included (+$10/user)
Retrieve personal P&C policies including policy details, declaration pages, claims history, and more.
One personal lines submission requires one Quote Point.
Standard form builder
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Drop-in group onboarding and training.
Additional Quote Points are billed at $4 each.
Commercial lines policies are not included with this plan.
Direct integrations are not included with this plan.
Add-on and advanced features such as data enrichment, monitoring, and custom forms are not available with this plan.

Elevate

Most Popular
$250/month
$3,000/year paid annually
For growing agencies that want integrations and advanced features.
Start Trial
100 Quote Points included
5 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history.
Data enrichment lookups for household drivers and vehicles, driver license, or driver insights are available for a small fee. 10 adhoc property lookups included. Contact our support team to activate after signup.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Quote Points are billed at $3 each.

Peak

$500/month
$6,000/year paid annually
For mid-sized agencies that want integrations and advanced features.
Start Trial
300 Quote Points included
10 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history.
Data enrichment lookups for household drivers and vehicles, driver license, driver insights, adhoc property data lookups. 10 of each included.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Quote Points are billed at $2 each.

Scratch

$120/month
Free 14-day trial
For individual insurance agency owners and producers with small teams.
Start Trial
30 Quote Points included
3 users included (+$10/user)
Retrieve personal P&C policies including policy details, declaration pages, claims history, and more.
One personal lines submission requires one Quote Point.
Standard form builder
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Drop-in group onboarding and training.
Additional Quote Points are billed at $4 each.
Commercial lines policies are not included with this plan.
Direct integrations are not included with this plan.
Add-on and advanced features such as data enrichment, monitoring, and custom forms are not available with this plan.

Elevate

Most Popular
$300/month
Free 14-day trial
For growing agencies that want integrations and advanced features.
Start Trial
100 Quote Points included
5 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history.
Data enrichment lookups for household drivers and vehicles, driver license, or driver insights are available for a small fee. 10 adhoc property lookups included. Contact our support team to activate after signup.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Quote Points are billed at $3 each.

Peak

$600/month
Free 14-day trial
For mid-sized agencies that want integrations and advanced features.
Start Trial
300 Quote Points included
10 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history.
Data enrichment lookups for household drivers and vehicles, driver license, driver insights, adhoc property data lookups. 10 of each included.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Quote Points are billed at $2 each.

Summit Plan for Multi-Office Agencies

A plan for agencies with multiple offices or high-volume referral partners.
500 Quote Points, 50 users, multiple locations, and advanced referral tracking.
Talk to Sales

Book a Demo

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