INSURANCE DATA INTAKE

DecSight: Turn Dec Pages into Data

Clients can upload documents into Canopy Connect. DecSight™ accurately extracts key details from insurance documents in a consistent format, ready to send into the tools you use most.
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INSURANCE DATA INTAKE

DecSight Document Processing

Upload Dec Pages or Other PDFs

Instead of the client signing into their insurance carrier, clients can alternatively upload a dec page or other policy documents. You can view these as PDFs in your submission dashboard.

Turn Dec Pages into Data

DecSight will extract policy, contact, driver, vehicle, and property information into structured data. No data entry required.

Send Data to the Systems You Use Most

Canopy Connect's API seamlessly integrates data with your CRM, AMS, and comparative rater, enabling smooth data transfer and streamlined workflows.
Decsight viewed on a laptop
Resulting structured data extracted from an uploaded declaration page in the Canopy Connect dashboard.

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Travis reviews a dec page
INSURANCE DATA INTAKE

DecSight is Different. Better.

We know how important it is for insurance agencies to get accurate and reliable information from these insurance documents. So, we built a system that gets the right data every time. DecSight intelligently routes the document through three mechanisms:

  1. Template recognition. We identified and mapped out the different formats used by insurance carriers, handling different policy types, regions, and document variants. This enables us to extract data fields reliably and quickly. It’s fast, accurate, and complete.
  2. Semantic extraction. Our system recognizes the underlying structure in tens of millions of PDFs to intelligently extract data fields without relying on OCR.
  3. Image processing. Sometimes your customer sends you a blurry image of a document. Our image processing system turns raw images into reliable structured data.

That means you get the most accurate data extraction available, whether it’s from a declaration page, insurance card, or any insurance document, delivered in seconds.

MODERN INSURANCE DATA INTAKE

Intake Insurance Information Like a Pro

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.
Connected insurance carriers

Verified Carrier Data

The most accurate and up-to-date policy data comes directly from the insurance carrier. Through Canopy Connect's consumer-permissioned data sharing technology, you can get it all in a few seconds from more than 300 insurance carriers.
Custom forms in Canopy Connect

Custom Forms

Create custom forms to gather any information that you wouldn't get from the carrier and data enrichment. Keep your custom forms short for maximum conversion.
DecSight - Upload a Dec Page, then read and structure it into usable data

Dec Page Upload

If your client has their dec pages on hand, they can easily upload it to the platform. Canopy Connect's DecSight accurately extracts the information in a dec page and structures it into usable data.
Data enrichment

Data Enrichment

Enhance verified carrier data with additional information that you'll need to finish your quote. Automatically enrich property and building data at no extra cost. Optionally enrich household, driver licenses, and driving records.
TESTIMONIALS

Canopy Connectors

Hear how our amazing customers are using Canopy Connect

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

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 Geissen
Producer
Trucordia

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

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

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

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