Salesforce Integration for Canopy Connect

How it Works

When a lead shares their insurance information via Canopy Connect, it’s automatically imported to Salesforce.

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

Once the lead selects and signs into their carrier, agents will receive their insurance data into their Canopy Connect dashboard.

Review policy information in Canopy Connect or Salesforce.com

Insurance data is immediately synced and available to view in Salesforce. No data entry required.

Track leads and manage pipelines.

Create and update Accounts, Contacts, & Opportunities for prospects so agents can can stay on top of their pipeline.

STREAMLINE YOUR WORKFLOW

See How the Saleforce Integration Works

Integration video is coming soon. For now, check out this Canopy Connect overview.

INSURANCE DATA

250+ Insurance Data Fields

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

$100k - $300k

$104.30

$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

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

Full Bathrooms

Partial Bathrooms

Stories

Units

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

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

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

$500k - $1M

$1,116

$50k

$1,317

UIM

$30k - $60k

$269

Javier uses Salesforce with Canopy Connect

GET STARTED

Set Up and Use the Integration

To set up this integration, you will need to be on a Canopy Connect Pro plan as well as an active Salesforce account.

The Salesforce.com integration requires custom configuration with the Canopy Connect team and may require additional implementation fees. Please contact your account manager, customer success manager, or fill out this form.

Start Your 14-day Free Trial

Join over 12,000 insurance agents already using Canopy Connect.

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
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

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

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
Catalyst Insurance Group

Book a Demo

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