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.

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.

With season two of Connected Conversations in Insurance on the horizon, we’re looking back at a standout episode with Kevin Spann. Kevin’s story is all about adaptability, community, and leadership—whether it’s sponsoring a local Little League, running five agencies, or mentoring the next generation. He shares how investing in people, embracing technology, and leaning into community connections can open doors you never expected.

With Canopy Connect's improved form integrations, data that your client confirms, edits, or adds via Canopy Connect’s standard forms can be sent directly to your comparative rater, CRM, or AMS. This client-provided information can augment the initial carrier data, giving you the most accurate and up-to-date information, with no extra data entry.

We're excited to announce a major upgrade to DecSight™, Canopy Connect’s document processing solution for insurance documents. It accurately extracts key details from insurance documents in a consistent format, ready to send into the tools you use most.

Streamline commercial insurance submissions with Canopy Connect and Sembley integration. Instant access to 300+ carriers, ACORD form population, and secure data sharing. Join the live webinar on July 23rd for a demo!

Ray Huang shares highlights from his podcast with Kelby Steele, covering how LeadForce 360 helps insurance agencies generate better leads, automate workflows, and grow with focus.

Canopy Connect has partnered with TSD Mobility Solutions to bring fast, reliable insurance verification to rental car agencies and dealerships. By integrating directly into TSD’s software, rental agents can instantly verify a customer’s insurance coverage—reducing risk, unlocking upsell opportunities, and improving the rental experience from start to finish.

Discover the latest upgrades for Canopy Connect Intake, featuring enhanced forms, property & vehicle sections, and a new Chrome extension for seamless data entry.