Create Intake Forms Faster with Pre-Built Flows

Published on

September 24, 2025

Contributors

Jennifer Li

Customer Success Manager

Jennifer is a customer success manager with a unique foundation in healthcare and healthtech. Over the course of her career, she has led client relations, customer success, and operations programs—always with a focus on building trust and creating better experiences. She brings both empathy and technical expertise to helping clients streamline workflows, implement SaaS solutions, and drive long-term success.

Building forms in Canopy Connect has always been quick and intuitive. Now, with our new pre-built flows, it’s even faster—and smarter.

We’ve added guided templates that help you launch intake forms in just a few clicks. Whether you’re capturing all personal lines, auto, or home insurance data, our new pre-built flows give you a head start with recommended questions designed around best practices. From there, you can make adjustments to fit your agency’s unique process.

What’s New: Guided Templates for Your Forms

Instead of starting from scratch, you can now choose from several ready-to-use flows:

All Personal Lines: a comprehensive option covering home and auto.
Auto Only: focused screens for vehicles.
Home Only: tailored for property insurance.
Default Flow: a streamlined starting point with the basics.

Each flow is pre-configured with recommended questions that capture the key details you need to get quotes moving. Think of them as expert blueprints: built for speed, designed for clarity, and ready to customize.

Smart Structure, Flexible Customization

Pre-built flows aren’t rigid templates. They’re starting points you can shape:

Tailor to Your Needs: add more questions from our library or create your own custom ones.
Keep It Short and Relevant: since carrier data does much of the heavy lifting, you only need to ask what truly matters.
Stay Consistent Across Your Team: every agent can begin with the same trusted framework, ensuring prospects see a uniform, professional intake experience.

With this balance of guidance and flexibility, you get the best of both worlds: proven form structures plus the freedom to adapt.

Benefits for Agents and Agencies

By using pre-built flows, you can:

Set Up Faster: launch a new form in minutes, guided by pre-made flows.
Deliver Streamlined Experiences: prospects see clear, concise forms that feel approachable.
Capture the Right Information: recommended questions help make sure nothing critical gets left out.
Work Consistently: no matter who on your team is setting up the flow, everyone starts with the same strong foundation.

Integrations and Workflows

Data collected through Canopy Connect forms can be seamlessly sent to your integrated tools:

Standard Fields Sync Automatically: most fields can be routed to your comparative rater, CRM, or AMS.
Custom Questions Remain Local: anything you create from scratch stays in Canopy Connect and doesn’t pass to external integrations.
Trigger Workflows Instantly: submissions can trigger follow-ups, automations, or next steps across your systems.

Availability

Pre-built flows are available for all teams with access to custom form builder. Some older plans don’t include forms access, so you’ll need to upgrade to access this functionality. Contact our support team to upgrade.

The Bigger Picture: Why It Matters

Pre-built flows are just one more way Canopy Connect helps agencies simplify insurance intake.

Verified Carrier Data First: forms complement rich policy, driver, property, and claims data pulled directly from the carrier.
Flexible and Customizable: every agency can tailor the balance of efficiency and detail they need.
Integrated for Efficiency: send information directly to your rater, CRM, or AMS, without double-entry.
Elevated Client Experience: prospects share their insurance data through a smooth, modern process that saves everyone time.

With pre-built flows, you can start faster, capture smarter, and focus on winning more clients.

Get Started

Log in to Canopy Connect today and try ‎creating a flow. Choose All Personal Lines, Auto, or Home, and see how these guided templates make building your intake experience even simpler.

Want to explore more? Read our blog on creating custom forms to see how carrier-connected data and forms work together to build your ideal intake process.