INSURANCE DATA INTAKE

Email Intake, Automated

Prospects email their dec pages and insurance documents, and Canopy Connect turns them into structured, integration-ready data.
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INSURANCE DATA INTAKE

Email Intake, Start to Finish

Prospects Email Their Documents

Prospects can send dec pages, schedules, ACORD forms, or legible photos and notes.

Canopy Connect Reads the Attachments

Each file is analyzed with DecSight, which extracts policies, contacts, drivers, vehicles, and property details.

Send Data to the Systems You Use Most

Review and edit the structured data in your dashboard, then send it through API integrations to your CRM, AMS, or comparative rater.
Sending an email with documents attached
Structured data from an emailed declaration page, tagged as an email submission and ready to review.

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Alex reviews email intake submission
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 from millions of PDFs to intelligently extract data fields without relying on OCR.
  3. Image processing. Sometimes your customer sends you photos 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

Choose Your Intake 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 more 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 Geissen
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.