How it Works
Holistiplan helps advisors deliver clearer insurance insights as part of a unified planning workflow. With Canopy Connect, you can move beyond manual data gathering and focus on what matters most: better recommendations, better coverage decisions, and better client outcomes.
Send an intake link to client
Send your client a secure Canopy Connect link and have them connect their insurance in minutes.
Retrieve verified policy data instantly
Canopy Connect pulls standardized policy data directly from the carrier—no manual entry, no back-and-forth.
Analyze within Holistiplan
Verified coverage and policy details flow into Holistiplan, so you can surface gaps, assess limits, and deliver proactive insights during planning conversations.
Start Your 14-day Free Trial
Join over 20,000 insurance agents already using Canopy Connect.
Holistiplan Insurance Planning, Supercharged by Verified Data
Holistiplan Insurance Planning scans your clients’ home, auto, and umbrella policies to generate personalized, easy-to-read summaries. It highlights coverage gaps, key considerations, and areas where protection is already strong—so you can quickly spot what matters most. Insights are displayed in a clear, color-coded format, with added notes on important industry topics to support better planning conversations.
Faster gap detection
Quickly uncover missing coverages and weak spots across home, auto, landlord, umbrella, and more, so every client review starts with clear priorities.
Confident recommendations
Deliver clearer, more client-friendly guidance with less time spent collecting documents, translating dec pages, or manually re-entering policy information.
Unified planning workflow
Bring insurance insights into the same workflow as tax and planning conversations, so advisors can review coverage naturally.
Book a Demo
Schedule a demo and consultation with a Canopy Connect expert to see how it can work with your insurance agency.