INSURANCE DATA INTAKE

Agent Intake: Turn Conversations into Structured Data

When a prospect calls or walks in, upload their dec page or enter details in your intake flow. Get structured, system-ready data.
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INSURANCE DATA INTAKE

Email Intake, Start to Finish

Upload a Document or Enter It Manually

Start a new submission from your dashboard. Upload a policy or dec page and DecSight extracts the details, or fill them in yourself while you talk.

Follow Your Intake Flow

Choose the link and the rep. The form covers contact, property, vehicle, driver, and policy details, plus your agency's own questions, so nothing gets skipped.

Send Data to the Systems You Use Most

Review the submission, add enriched property data, then send it through API integrations to your CRM, AMS, or comparative rater.
Email intake form
An agent-created submission following the agency's intake flow, ready to review and send.

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WHY AGENT INTAKE

Built for the Prospects Who Call

When a prospect calls, walks in, or asks you to contact them, intake used to mean scribbled notes or a fact finder, then retyping everything into your rater after the call. Now the conversation goes straight into structured data.

Your flow on every call

The form asks the same required and custom questions as your link, so every producer collects the same information consistently.

Policies and coverages

Upload a dec page and DecSight pulls in the policies, coverages, limits, deductibles, and replacement cost. Or enter them yourself.

Finish any submission

Carrier connection, document upload, email, or form: open any submission to fill gaps or fix details before it reaches your rater, CRM, or AMS.

Property details in one click

Fetch enriched property data, including loan information and additional interests, without looking it up yourself.
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.
Connected insurance carriers

Verified Carrier Data

Through Canopy Connect's consumer-permissioned data sharing technology, you can get data in seconds from 400 insurance carriers.
DecSight - Upload a Dec Page, then read and structure it into usable data

Dec Page Upload

Clients can upload dec pages and documents. Canopy Connect's DecSight accurately extracts the information and structures it into usable data.
Custom forms in Canopy Connect

Custom Forms

Create custom forms to gather the information you need. Use it on it's own or pair it with another sharing path like carrier or dec page data.
Email Intake

Email Intake

Prospects email their documents and DecSight analyzes the attachments and extracts structured data.
Agent Intake

Agent Intake

Create submissions directly from your dashboard. Enter details manually or upload documents for parsing. Great for phone calls and office visits.
Data enrichment

Enrichment

Automatically enhance property and building data, or enrich household members, license numbers, and driving records.
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 Van Der Giessen, Producer at Rice Insurance
Shane Vander Giessen
Producer
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 - Kevin Panter Insurance
Kevin Panter
Owner
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 of Catalyst Insurance Group
J.C. Wogomon
Owner
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 - Allstate Agency Owner
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 of Powers Insurance Experts
Jeremy Powers
Owner
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, TWFG Agency Owner
Josh Miner
Owner
Miner Family Insurance / TWFG

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Schedule a demo and consultation with a Canopy Connect expert to see how it can work with your insurance agency.