Recommended by Top Agencies, Networks, Training Organizations
TRADITIONAL INTAKE METHODS
Collecting Insurance Information Sucks
Most agencies don't have a well-defined insurance data intake stage in their quoting process. Often it's part of the initial quote request form, or it's bundled with the advisory call.
Form Friction
Long forms can be a soul-crushing experience. And, you really don’t know if the information you’re getting is true or accurate.
Interrogations
Asking 50 quesions in a half hour feels like an interrogation. Clients feel uncomfortable and it hinders building rapport and trust.
Data Prefill
“60% of the time, it works every time.” Low match rates, unclear data sources, and not knowing when the data was updated, is a recipe for disaster.
Scavenger Hunt
Finding a dec page can be daunting. Online portals add to the frustration when trying to find the right documents. Getting them to you is another story.
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Join over 24,000 insurance agents already using Canopy Connect.
MODERN INSURANCE DATA INTAKE
Choose Your Intake Sharing Path
Speed, accuracy, and convenience are core to a great insurance intake process. It's a modern experience that minimizes data entry and is integrated with the systems you use most. Canopy Connect makes it easy for your client to share their information with your agency.
Policy Paste: Fill Any Form with Verified Data
This Chrome Extension allows your to paste collected insurance information directly into any online form, including carrier rating applications to streamline quoting.
INSURANCE DATA INTAKE
How Canopy Connect Works
1. Client Shares Insurance Info
Your client chooses how they share their insurance information: connect directly to their carrier, upload an insurance document, fill out a custom form, request a callback, or emailing thei documents.
2. Agent Reviews Coverages
Agents can view the structured policy data, as well as recent documents including declaration pages. Data can be enhanced, enriched, and edited.
3. Send Data to Tech Stack
Send your collected data to the systems you use most—comparative rater, AMS, CRM, or other connected systems. You can even directly fill carrier application forms with Policy Paste.
INSURANCE DATA
Broad & Deep Market Coverage
With access to 400 of the top insurance carriers in personal and commercial P&C. Canopy Connect has the market covered.
96%
Auto Insurance Market Coverage
91%
Homeowners Insurance Market Coverage
90%
Standard Commercial Carrier Coverage
500+
Insurance Data Fields
Market Coverage Auto and Homeowners is based on National Association of Insurance Commissioners (NAIC) 2023 Market Share Reports for Property/Casualty Groups and Companies by premium for all U.S. states and territories. Standard commercial carrier coverage is an estimate of state-level admitted carriers.
Integrate with Your Rater, CRM, AMS, and More
Send collected insurance information from Canopy Connect to the systems you use most.
Data and Documents
Personal Policy Details
See premiums, coverages, limits, and deductibles for home, auto, and specialty lines.
Commercial Policy Details
See premiums, coverages, limits, and deductibles for multi-peril, workers compensation, commercial auto, and more.
Loss Run Data
Loss events are generated in seconds with data directly from the carrier.
Declaration Pages
View PDFs of the most recent declaration pages for all lines.
Additional Documents
View PDFs of ID cards, endorsements, binders, verification of insurance, and insurance applications.
Contact Information
Get names, phone numbers and emails.
Drivers
Names, DOBs and driver's license numbers.
Claims, Incidents and Driving Records
Up to seven years of history with the current carrier. Available with select carriers.
Insured Asset Information
Vehicle information including VINs, year, make, and model. Home, business, and property addresses and related property data.
Enriched Property Data
Enrich property data to include square footage, number of bedrooms and bathrooms, roof shape/type and more.
Document History
Up to seven years of documents, including declaration pages, endorsements, proof of insurance and more.
Start Your 14-day Free Trial
Join over 10,000 insurance agents already using Canopy Connect.
Platform Features
Trailhead Custom Intake Pages
Personalize your intake links with agency and agent information, customize branding colors, messaging and more.
Sharing Paths
Feature all the ways you want clients to share insurance information with your agency.
Carrier Connected Policy Sharing
Empower clients to share policy information directly from the carrier in just a few seconds.
DecSight™ Document Parsing
Enable document upload, then accurately extract the underlying information in a dec page and have it structured into usable data.
Email Intake
Prospects email their dec pages and insurance documents, and DecSight turns them into structured, integration-ready data.
Form Builder
Use standard form set to confirm collected data like DOB, license numbers, and demographic information. Create custom forms to gather all the information you want.
Data Enrichment Lookup
Lookup household drivers and vehicles, driver's license, Driver Insights (driving records), and property data.
Custom Links and QR Codes
Generate custom links for your producers, staff, referral partners, and for different lead source tracking.
Custom Email and Text Templates
Access several templates for inbound and outbound use. Create and customize templates for your team.
Send Links Through Email or SMS (Text)
Send emails and texts directly through Canopy Connect, and track their status all the way to a completed submission.
Embed an Import Module on Your Website
Add a Canopy Connect module directly on your website to increase functionality and conversions.
Track Wins and Losses
See how your team is utilizing their links to know how Canopy Connect is increasing their closing ratio.
Share Information with Your Team
Choose which links each user can see activity for—share insurance pulls between teammates instantly.
Website Integrations
Embed rich experiences natively with websites powered by GravityCerts, BrightFire, and more.
Comparative Rater Integrations
Send collected insurance data directly into EZLynx, PL Rating, Epic Quotes, QuoteRUSH, and TurboRater to generate quotes fast.
CRM Integrations
Send collected insurance data directly into Agency Zoom, InsuredMine, AgencyMVP, and Salesforce to stay on top of sales.
AMS Integrations
Send collected insurance information to Hawksoft and Applied Epic without any manual data entry.
Policy Paste Chrome Extension
Paste verified insurance data directly into any online form, including carrier rating applications to streamline quoting.
Zapier Integrations
Automate tasks and connect Canopy Connect with thousands of the most popular apps using Zapier—no coding is necessary.
Policy Compare
Easily compare two policies or quotes and generate an easy to understand analysis of the differences.
Drop-in Onboarding and Training
Group onboarding sessions are scheduled several times each week. Advanced plans include 1:1 training and onboarding.
1:1 Team Onboarding and Training
Schedule a personalized training for your team with a Canopy Connect expert, and attend any of our drop-in training sessions.
Support When You Need It
Get help when you need it through chat or email. Canopy Connect is easy to use, but if you ever need a hand, we're just a click away.
Do More with Integrations
Send insurance information to the systems you use most, without data entry.
EZLynx Rater
Send collected insurance data directly into EZLynx comparative rater for a more accurate pre-fill alternative.
PL Rating by Vertafore
Send collected insurance data directly into PL Rating for instant quoting from hundreds of carriers.
Hawksoft
Send collected insurance information to Hawksoft without any manual data entry.
Applied Epic
Accelerate quote turnaround times by instantly transferring insurance information from Canopy Connect to Applied Epic®.
AgencyZoom™ by Vertafore
Send lead information into AgencyZoom to stay on top of new business.
QuinStreet Rating Platform (QRP)
Create high converting digital experiences with end-to-end intake, quote, and bind.
TESTIMONIALS
Canopy Connectors
Hear how our amazing customers are using Canopy Connect
Canopy Connect is the key to the future scalability of our agency. We are sending the Canopy Connect link to every client.
Shane Vander Geissen
Producer
Trucordia
Trucordia
Canopy Connect saves my team thirty minutes per client. We get 95% of our new clients using it. It's truly been a game changer for our agency. It is the one technology piece that we couldn't do without.
Kevin Panter
Owner
Kevin Panter Insurance
Kevin Panter Insurance
I don't know how I would do business today in personal lines without Canopy Connect. I just don't know how I would do it. It would be so inefficient.
J.C. Wogomon
Owner
Catalyst Insurance Group
Catalyst Insurance Group
I recommend Canopy Connect to all of the agents I meet and mentor. It makes the intake much faster and easier for me and my clients and has enabled me to scale my agency.
Kevin Spann
Abraham Kevin Spann: Allstate Insurance
Canopy Connect is such an awesome way to not just have smoke and mirrors to what the customer has. You're literally looking at it. You can see it right in front of you. It's literally a secret weapon.
Jeremy Powers
Owner
Powers Insurance Experts
Powers Insurance Experts
You have everything at your fingertips. 75% of consumers have no idea what coverages they carry. They think they have “full coverage” so this helps me build a wedge between their current policy and what I can offer.
Josh Miner
Owner
Miner Family Insurance / TWFG
Miner Family Insurance / TWFG
PROTECTION
Trusted and Secure
Canopy Connect is building the infrastructure that powers best-in-class insurance experiences. Deliver delightful, intelligent and frictionless insurance services, trusted by leading insurance innovators.
Rigorous Security Standards
We are SOC II Type 2 Certified, following strict information security policies and procedures.
Compliance Monitoring
Our infrastructure is continuously monitored for security and compliance.
End-to-end Encryption
We keep your data encrypted every step of the way. We use 256-bit AES encryption at rest and TLS 1.3+ in transit.
Book a Demo
Schedule a demo and consultation with a Canopy Connect expert to see how it can work with your insurance agency.