INSURANCE DATA INTAKE

Trailhead: A First Impression that Converts

Trailhead turns your intake link into a branded starting point your clients can trust. Pair it with Sharing Paths, and every prospect arrives knowing who you are and how to get started.
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Recommended by Top Agencies, Networks, Training Organizations
Horace Mann
INSURANCE DATA INTAKE

Make the Right First Impression

When a prospect clicks your intake link today, what do they see? A form. A consent screen. There's little context for who you are or why they're sharing their insurance information.

That cold start could limit your conversion rate.

Trailhead changes the opening. Before a prospect takes a single action, they see your name, your photo, your contact information, and a message that tells them exactly what this is and why it matters. The result is a starting point that feels intentional, professional, and trustworthy—because it is.

Illustrative example of exchanging information with Trailhead

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The Complete Intake Experience

Trailhead and Sharing Paths are two features built to work as one. Together, they give every prospect a seamless, guided experience from the moment they click your link to the moment you receive their verified insurance data.

Trailhead: The Starting Point

Your client arrives on a branded, personalized page that tells them who their agent is, why they're sharing their insurance information, and that they're in the right place. Configure it with Agent View or Company View, choose a layout, and customize the sections that matter most to you.

Sharing Paths: Choose a Route

Once oriented, clients choose how they want to share. Four clear options. No guesswork.

  • Connect Your Insurance — Securely connect their carrier account for verified, carrier-sourced policy data in seconds. The fastest path to an accurate quote.
  • Upload Files — Upload a dec page or take a photo. DecSight™ parses it into structured data automatically.
  • Complete a Form — Step-by-step manual entry for clients who prefer it.
  • Contact Me — Request a call from their agent. High-touch, when the situation calls for it.

Whichever path they choose, you get the insurance information you need—without the back-and-forth.

Built for The Way Producers Actually Work

Generate more revenue through opportunities surfaced by insurance information.

First Impressions That Convert

Prospects who arrive knowing who their agent is and why they're sharing are more likely to complete intake. Trailhead provides the context a plain link never could—before a single form field appears.

Built to Power Referrals

Referral partners can share your Trailhead link directly with their clients—and those clients arrive on a page that already introduces you. Your link is ready for every relationship.

Agent or Company Views

Configure a personalized, agent-branded experience—or the agency can set a shared Company View for consistent, branded experiences. Both work as a standalone page or an embedded widget.
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.
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.
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.
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 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 Miner
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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