INSURANCE AGENCIES
Why Agencies Choose Canopy
How you gather insurance information from prospects affects your quoting process.
From the start, prospects are looking for the easiest and quickest way to get a quote. Insurance agents often go about this in different methods. Some choose to rely long intake forms while some manually get it over the phone.
Many of these traditional intake processes are filled with friction, making it an unenjoyable experience for their clients. These traditional methods of insurance data intake lack the speed and efficiency modern consumers are used to.
Canopy Connect's insurance data intake platform makes it easy for clients to share their insurance information and allows agents to view verified coverages, premiums, limits, deductibles, dec pages and more so they can provide faster, more accurate quotes that win.
From the start, prospects are looking for the easiest and quickest way to get a quote. Insurance agents often go about this in different methods. Some choose to rely long intake forms while some manually get it over the phone.
Many of these traditional intake processes are filled with friction, making it an unenjoyable experience for their clients. These traditional methods of insurance data intake lack the speed and efficiency modern consumers are used to.
Canopy Connect's insurance data intake platform makes it easy for clients to share their insurance information and allows agents to view verified coverages, premiums, limits, deductibles, dec pages and more so they can provide faster, more accurate quotes that win.
INSURANCE DATA INTAKE
How Canopy Connect Works
1. Send Link
Text or email your custom Canopy Connect link to your prospect. You can also embed a widget directly into your website.
2. Client Signs In
Your prospect selects their carrier and authenticates. They are done importing their insurance in less than 10 seconds. They can answer any additional questions you ask.
3. View Policy Information
You can view the imported structured data as well as recent documents including declaration pages from all policies in the account in the agent dashboard.
PRICING
Exclusive Pricing for COUNTRY Financial®
Free 14-day trial on all plans, plus 10% off your first year.
Scratch
$100/month
For individual insurance agency owners and producers with small teams.
30 Policy Points included
3 users included (+$10/user)
Retrieve personal P&C policies including policy details, declaration pages, claims history, and more.
One personal lines submission requires one Policy Point.
One personal lines submission requires one Policy Point.
Standard form builder
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Drop-in group onboarding and training.
Additional Policy Points are billed at $4 each.
Commercial lines policies are not included with this plan.
Direct integrations are not included with this plan.
Add-on and advanced features such as data enrichment, monitoring, and custom forms are not available with this plan.
Elevate
Most Popular
$250/month
For growing agencies that want integrations and advanced features.
100 Policy Points included
5 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, or driver insights are available for a small fee. 10 adhoc property lookups included. Contact our support team to activate after signup.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Policy Points are billed at $3 each.
Peak
$525/month
For mid-sized agencies that want integrations and advanced features.
300 Policy Points included
10 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, driver insights, adhoc property data lookups. 10 of each included.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Policy Points are billed at $2 each.
Scratch
$90/month
$1,080/year paid annually
For individual insurance agency owners and producers with small teams.
30 Policy Points included
3 users included (+$10/user)
Retrieve personal P&C policies including policy details, declaration pages, claims history, and more.
One personal lines submission requires one Policy Point.
One personal lines submission requires one Policy Point.
Standard form builder
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Drop-in group onboarding and training.
Additional Policy Points are billed at $4 each.
Commercial lines policies are not included with this plan.
Direct integrations are not included with this plan.
Add-on and advanced features such as data enrichment, monitoring, and custom forms are not available with this plan.
Elevate
Most Popular
$225/month
$2,700/year paid annually
For growing agencies that want integrations and advanced features.
100 Policy Points included
5 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, or driver insights are available for a small fee. 10 adhoc property lookups included. Contact our support team to activate after signup.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Policy Points are billed at $3 each.
Peak
$473/month
$5,670/year paid annually
For mid-sized agencies that want integrations and advanced features.
300 Policy Points included
10 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, driver insights, adhoc property data lookups. 10 of each included.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Policy Points are billed at $2 each.
“Canopy is essential to my business. I was blown away when it worked how Casey told me it would. I thought for sure it was too good to be true. Canopy Connect's team and product make a massive difference to me, my business, and our clients. It sets us apart!”
Ben Weinstein
Financial Representative
COUNTRY Financial®
COUNTRY Financial®
TESTIMONIALS
You're in Great Company
Hear how our amazing customers are using Canopy Connect
We enjoy Canopy Connect because we also get the loss runs that come in which makes that process so much easier to do.
Nick Figge
Financial Representative
COUNTRY Financial®
COUNTRY Financial®
We use Canopy Connect as much as we can over here. Just an easier process for the prospect and us to share and capture information that we get the dec pages, property data, limits, premiums so quickly
Alex Thornton
Associate Agent
COUNTRY Financial®
COUNTRY Financial®
We love Canopy Connect! It’s very quick, within seconds of them completing it we get it instantly.
Sophia Wasserstrom
Associate Agent
COUNTRY Financial®
COUNTRY Financial®
I just could not imagine a life without Canopy Connect at this point. It just makes our job so much easier.
Ben Weinstein
Financial Representative
COUNTRY Financial®
COUNTRY Financial®
Book a Demo
Schedule a demo and consultation with a Canopy Connect expert to see how it can work with your insurance agency.