INTEGRATION

RiskAdvisor Integration

Put verified, carrier-sourced insurance data to work faster—Canopy Connect submissions flow directly into RiskAdvisor with one click, so your agents walk into every call already knowing what the prospect has.
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Canopy Connect integrates with RiskAdvisor

How it Works

Collect verified insurance data with Canopy Connect, then pull it straight into RiskAdvisor—no re-entry, no copy-paste, no second step.

Send your Canopy Connect link to your prospect to collect insurance data in seconds.

Once the prospect selects and signs into their carrier, Canopy Connect retrieves their insurance data—including policy details, VINs, vehicle information, driver information, claims history, property data, and more.

Open a new RiskProfile in RiskAdvisor and sync the submission with one click

Enter the prospect's name and email, click Sync, and the Canopy Connect submission data pulls directly into the structured intake form—automatically.

Review coverage details and identify gaps before the call

Confirmed policy data fills the form alongside current coverage details as reference, so your agent arrives at the first conversation already knowing what the prospect has—and where the opportunities are.
INSURANCE DATA

500+ Insurance Data Fields

Get access to fully structured P&C personal and commercial insurance data via API.
Go live fast with our SDK.

Auto Policy

Policy #
AUI92837
Policy Start
11/07/2024
Policy End
05/06/2025
Premium
$487.71
Coverage
Limits
Ded.
Premium
Collision
$500
$167.84
Comp
$500
$79.23
BI
$100k - $300k
$104.30
PD
$50k
$116.17
UIM
$15k - $30k
$20.17

Homeowner Policy

344 Clinton Street, Brooklyn, NY 11231
Policy #
HOI3248
Policy Start
11/07/2024
Policy End
11/06/2025
Premium
$1,717.41
Coverage
Limits
Premium
Dwelling
$288,380
$1,430.12
Other Structures
$28,838
$32.76
Personal Property
$144,190
$170.62
Loss of Use
$57,676
$62.03
Personal Liability
$100,000
$14.02
Medical
$1,000
$7.86

Vehicle Information

2018 Chevrolet Camaro (ZL-1)
VIN
1G1FK1R62J0158884
Annual Mileage
10,298
Ownership Type
Finance
Lien Holder
NCM Financial
Vehicle Use
Personal; Commute;

Driver Information

Clark Joseph Kent
License Number
012456987
License State
New York
Date of Birth
07/03/1987
Age
37
Gender
Male
Marital Status
Single
Education Level
Bachelors
Occupation
Reporter

Claims History

Auto Policy: #AU192837
Date
Type
Payout
05/22/2022
Accident
$3,832
03/25/2019
Windshield
N/A
01/02/2018
‍
Theft
$18,291
Homeowner Policy: #HOI13248
Date
Type
Payout
12/18/2021
Wind/Hail
$5,217
09/23/2019
Fire
$12,255
11/29/2017
Water
$8,460

Property Data

344 Clinton Street, Brooklyn, NV 11231
Year Built
1950
Property Class
Single Family
Square Footage
934
Bedrooms
2
Full Bathrooms
2
Partial Bathrooms
1
Stories
2
Units
1
Purchase Date
06/29/2016
Purchase Price
$340,000
Last Updated
04/14/2022

Building Data

344 Clinton Street, Brooklyn, NY 11231
Construction Type
Brick
Wall Type
Brick
Foundation Type
Concrete
Frame Type
Wood
Roof Cover
Single
Roof Shape
Pyramid
Cooling Type
Central
Heating Fuel
Gas
Has Fireplace
Yes
Pool Type
No Pool
Garage Type
Attached, 1-Car
Garage Square Ft
240
Parking Spaces
1

Property Value Data

344 Clinton Street, Brooklyn, NY 11231
Assessed Values
Improvement Value
$114,126
Land Value
$171,158
Total Value
$285,284
Market Values
Improvement Value
$152,334
Land Value
$288,501
Total Value
$380,835
Owners
Owner 1 First Name
Clark
Owner 2 Last Name
Kent
Owner 2 First Name
Lois
Owner 2 Last Name
Lane

Business Owner Policy

Policy
BO132483
Policy Start
07/07/2024
Policy End
07/06/2025
Named Insureds
Daily Planet Publishing
EIN
01-2345678
NAICS
511110
Email
pwhite@theplanet.com
Phone
(888) 555-0000
Mailing
220 E 42nd St. Suite 3700, New York, NY 10017

Loss Run Summaries

Claim #
123554
Occured
02/21/2023
Filed
02/22/2023
Type
Burglary and Theft
Paid
$27,000
Reserved
$5,000
Claim #
122198
Occured
09/23/2020
Filed
09/23/2020
Type
Vehicle Accident
Paid
$13,692
Reserved
$3,000

Commercial Auto Policy

Policy #
CA4892274
Policy Start
10/22/2024
Policy End
04/21/2025
Premium
$5,5948
Coverage
Limits
Ded.
Premium
Collision
$500
$1,928
Comp
$500
$964
BI
$500k - $1M
$1,116
PD
$50k
$1,317
UIM
$30k - $60k
$269

RiskAdvisor Overview

RiskAdvisor is an intake and underwriting workflow platform built for independent insurance agencies. It standardizes risk data collection, guides agents through the quoting process, and helps agencies write better, more comprehensive business.

Structured RiskProfiles

Capture complete, consistent risk information for every prospect — so nothing falls through the cracks before a quote is built

AI-Assisted Underwriting

RiskAdvisor surfaces carrier fit signals during the quoting process, helping agents identify the right market faster.

Built to Complement Your Stack

RiskAdvisor works alongside your existing AMS, CRM, and raters — extending your workflow without replacing it.
Explore RiskAdvisor
Marcus plans scenarios
Patrick and Melanie - teamwork makes the dream work
GET STARTED

Set Up and Use the Integration

To set up this integration, you will need to be on an integration-eligible plan (Elevate, Peak, Plus, etc) with Canopy Connect, as well as an active RiskAdvisor account. Here's how to set it up:
Integration Setup
  1. Log into RiskAdvisor and navigate to Settings > Integrations.
  2. Select Canopy Connect and click Connect.
  3. You will be redirected to Canopy Connect to authenticate and grant permissions.
  4. Once authorized, you'll be returned RiskAdvisor with the integration activate.
Using the Integration
  1. Send your prospect your personalized Canopy Connect link via text, email, or QR code.
  2. Your prospect consents, finds their carrier, and signs in—Canopy Connect retrieves their verified insurance data directly from the carrier portal.
  3. In RiskAdvisor, open a new RiskProfile and enter the prospect's name and email.
  4. Click Sync — the Canopy Connect submission pulls in automatically.
  5. Review the populated data and current coverage details, identify any gaps, and proceed with your intake and quoting workflow.

Start Your 14-day Free Trial

Join over 20,000 insurance agents already using Canopy Connect.
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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

Book a Demo

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