Automation is transforming mortgage lending, but AI can’t automate what it can’t trust—and unverified insurance data has become the biggest blocker in the loan process. This blog explains why scattered PDFs, manual entry, and outdated policy details slow down underwriting and increase borrower friction.

The old “show me your insurance card” process no longer cuts it for dealerships or rental companies managing loaner vehicles. Static photos can’t confirm active coverage or protect your business from risk. This blog explores why it’s time to modernize with real-time, adaptive verification from Canopy Connect—giving your team instant, accurate insurance data directly from carriers. It’s faster, safer, and built for the modern customer experience.

When clients ask, “Is Canopy Connect safe?”—you can confidently say yes. This post breaks down how Canopy Connect protects data with the same security used by banks and trusted global brands, plus independent certifications that back it up. Learn how to reassure clients and build trust in just a few sentences.

Adaptive verification removes the frustration of extra logins for borrowers and lenders alike. Learn how Canopy Connect meets borrowers where they are—whether through a carrier login, email, or phone—and delivers verified insurance data instantly, keeping deals moving without friction.

We're excited to announce our partnership with Trust & Will®, the leader in online estate planning, to bring verified insurance data directly into the estate planning process. This collaboration gives financial professionals a more complete view of assets, coverage, and beneficiaries as part of an estate plan.

Tired of duplicate applicants or rebuilding quotes in EZLynx? The latest Canopy Connect + EZLynx integration update eliminates those extra steps. The result: faster quoting, cleaner data, and fewer errors. Whether you’re adding policies from multiple carriers or updating existing clients, this update streamlines your workflow and helps you quote smarter and faster.

Insurance compliance isn’t just paperwork—it’s a hidden cost center. For fleets, every lapse risks fines, downtime, lost contracts, higher premiums, and reputational damage. In our latest blog, we break down the true cost of non-compliance and show how automated, real-time insurance verification protects fleets while improving profitability.

Ever had a prospect push back on sharing their premiums? You’re not alone. In this post, we break down why people hesitate and give you ready-to-use responses that keep the conversation moving. From building trust to showing real value, these scripts make it easier to use Canopy Connect and give your prospects confidence in saying yes.

Building forms in Canopy Connect just got an upgrade. With new pre-built flows, you can launch intake forms in minutes using guided templates designed around insurance best practices. Whether you’re focused on auto, home, or personal lines, these flows provide a solid framework you can easily tailor to your agency’s process. They’re built for speed, clarity, and consistency—helping your team capture the right data, streamline client intake, and integrate smoothly with your existing workflows.