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Schedule a 1:1 demo with us and we'll show you all the ins-and-outs of how top agents are using Canopy Connect to collect verified insurance information for personal and commercial.
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INSURANCE DATA INTAKE
How Canopy Connect Works
1. Send Link
Text or email your custom Canopy Connect link to your prospect. You can also embed a widget directly into your website.
2. Client Signs In
Your prospect or client selects their carrier and authenticates. They are done importing their insurance in less than 10 seconds.
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 AGENCIES
Why ASNOA Trusts Canopy
Having a clear understanding of your prospect's current insurance profile—seeing policies, claims, assets, and insureds—gives you the information you need to be a trusted insurance advisor.
Collecting all this information is time-consuming and frustrating for the agent and the prospect. Canopy Connect helps you get verified insurance information in 20 seconds.
Collecting all this information is time-consuming and frustrating for the agent and the prospect. Canopy Connect helps you get verified insurance information in 20 seconds.
PRICING
Exclusive Pricing for ASNOA Agencies
Free 14-day trial on all plans, plus $50 off your first month.
Discount will be applied at the end of the trial period.
Discount will be applied at the end of the trial period.
Agency Starter
$90/month
$1,080/year paid annually
For individual insurance agency owners and producers with small teams.
This includes...
All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more. See below.
5 users included (+$15/user)
Up to 50 data pulls per month (+$3/additional pull)
Zapier access for connecting with AgencyZoom, Better Agency, Salesforce and more
Drop-in group onboarding sessions
Start Trial
Agency Plus
Recommended
$225/month
$2,700/year paid annually
For growing agencies that need integrations into their other systems.
Everything in Agency Starter, plus....
10 users included (+$15/user)
Up to 125 pulls per month (+$2/additional pull)
Up to seven years of document history, including declaration pages, endorsements, proof of insurance and more
Enrich property data to include square footage, number of bedrooms and bathrooms, roof shape/type and more
1:1 personalized onboarding for your team
Start Trial
Agency Complete
Commercial
$540/month
For agencies that sell personal and commercial lines.
Everything in our Agency Plus, as well as....
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, and more
Up to 50 commercial data pulls per month (+$10/additional pull)
Loss run reports generated in seconds
Start Trial
Agency Starter
$100/month
For individual insurance agency owners and producers with small teams.
This includes...
All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more
5 users included (+$15/user)
Up to 50 data pulls per month (+$3/additional pull)
Zapier access for connecting with AgencyZoom, Better Agency, Salesforce and more
Drop-in group onboarding sessions
Start Trial
Agency Plus
Recommended
$250/month
For growing agencies that need integrations into their other systems.
Everything in Agency Starter, plus....
10 users included (+$15/user)
Up to 125 pulls per month (+$2/additional pull)
Up to seven years of document history, including declaration pages, endorsements, proof of insurance and more
Enriched property and mortgagee data
1:1 personalized onboarding for your team
Start Trial
Agency Complete
Commercial
$600/month
For agencies that sell personal and commercial lines.
Everything in our Agency Plus, as well as....
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, and more
Up to 50 commercial data pulls per month (+$10/additional pull)
Loss runs generated without alerting the agent of record or the carrier
See what commercial includes
Start Trial
TESTIMONIALS
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
Powers Insurance Experts
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 Vander Geissen
Producer
Rice Insurance
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
Owner
Miner Family Insurance / TWFG
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
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
Catalyst Insurance Group
Catalyst Insurance Group
