Insurance Planning, Without the Paper Chase: Canopy Connect + Holistiplan

Published on

January 28, 2026

Contributors

Ray Huang

Vice President of Marketing

Ray is the Vice President of Marketing at Canopy Connect and has crafted a 25-year career specializing in developing marketing strategies and implementing actionable tactics that deliver high-impact results that grow revenue and brand. He’s also the host of the Connected Conversations in Insurance podcast.

If you’ve ever tried to do meaningful insurance planning with a client, you know the struggle: endless follow-ups, missing PDFs, outdated policy info, and conversations that stall before they even start.

That’s exactly what Canopy Connect and Holistiplan set out to fix.

Today, we’re excited to announce our new integration with Holistiplan, bringing automated property and casualty (P&C) insurance analysis directly into the financial planning workflow. Together, we’re making it possible for advisors to access verified insurance data from 300+ carriers in seconds, no document chasing required.

Bringing Insurance Into the Planning Conversation

Holistiplan is trusted by more than 55,000 financial professionals for tax and estate planning. With this integration, insurance analysis now fits seamlessly into that same workflow.

Instead of waiting on clients to upload policies, advisors can instantly retrieve verified data and start real conversations about coverage gaps, liability limits, and risk exposure, right alongside tax and estate planning discussions.

This is a big step forward for insurance planning adoption, which has historically been held back by one simple problem: manual data collection.

From Reactive to Proactive Risk Management

Canopy Connect standardizes insurance data across 250+ policy fields, allowing Holistiplan to automatically surface coverage recommendations for:

Home
Auto
Landlord
Umbrella policies

The result? Advisors can move from reactive, one-off insurance conversations to proactive, holistic risk management—without leaving the platform they already use and trust.

“Holistiplan has built one of the most trusted platforms in financial planning, and this integration brings insurance data into that workflow in a way the industry has been missing for years.”
— Tolga Tezel, Founder & CEO, Canopy Connect

Insurance Planning at the Speed Advisors Expect

With insurance data flowing directly into Holistiplan, advisors can deliver the same fast, confident insights clients already expect from tax and estate planning tools.

No more bottlenecks. No more guesswork. Just verified data, instantly available.

“Canopy Connect’s technology fundamentally changes what’s possible in insurance planning by removing the manual data gathering that has held advisors back for so long.”
— Roger Pine, Cofounder & CEO, Holistiplan

A First for Tax Planning Platforms

Holistiplan’s unified planning ecosystem now spans tax planning, estate planning, and insurance analysis, all powered by automation. With Canopy Connect, Holistiplan becomes the first tax-planning platform to offer fully automated P&C policy discovery and analysis through direct carrier connections.

It’s a major milestone for financial planning and a big win for advisors who want to deliver more value with less friction.