How to Confidently Answer: “Is Canopy Connect Safe to Use?”
If you’ve ever had a prospect or client hesitate when you send them a Canopy Connect link, you’re not alone.
It’s one of the most common questions we hear:
“Is Canopy Connect safe to use?”
The short answer is yes—absolutely. But we know your clients may want more than that. Here’s how you can confidently explain what makes Canopy Connect secure, and why they can feel completely comfortable using it.
1. Start with What They Already Know
You can tell clients that Canopy Connect uses the same level of encryption and security as online banking.
If they’ve ever logged into their bank’s app, PayPal, or Venmo, they’ve already trusted the same technology that Canopy Connect uses.
All data is encrypted both at rest and in transit—meaning it’s protected while it’s stored and while it’s being transferred.
2. Explain the Technology Behind It
Canopy Connect runs on Amazon Web Services (AWS)—the same secure cloud platform used by companies like Netflix, Airbnb, and McDonald’s. That means we’re backed by enterprise-grade, globally trusted infrastructure with rigorous security controls and continuous monitoring.
3. Highlight Independent Verification
We don’t just claim to be secure. We prove it.
Canopy Connect is SOC 2 Type 2 Certified, which means independent auditors regularly test and verify our security practices.
We’ve also earned an A+ rating from SSLLabs, the gold standard for web security testing. These third-party validations ensure that your clients’ information is protected to the highest standards.
4. Emphasize Privacy
It’s important for clients to understand that Canopy Connect never shares their login credentials with you, your agency, or any third party.
When a client connects their insurance account through Canopy Connect, it creates a secure, encrypted connection directly between them and their insurance carrier.
We simply deliver the verified insurance data—nothing else.
5. Reassure Them About Simplicity and Speed
Sharing insurance information through Canopy Connect takes less than 30 seconds.
It’s faster, easier, and far more secure than emailing documents or typing details into a form.
You can tell clients: “It’s the same kind of secure technology your bank uses—just faster and built for insurance.”
6. End with Confidence
Here’s a simple way to wrap it up with your clients:
“If you trust your bank’s app, you can trust Canopy Connect. It uses the same level of security, runs on Amazon’s infrastructure, and is independently verified for safety. It’s the fastest and most secure way to share your insurance information.”
For more details on our security practices, visit our full article: