
How it Works
Sembley works together with Canopy Connect to simplify the traditionally complex and time-consuming process of gathering client information.
Send your Canopy Connect link to your prospect to collect insurance data in seconds.
Once the prospect selects and signs into their carrier, you'll receive their insurance data into your Canopy Connect dashboard.
Review policy information in Canopy Connect and send it to Sembley with one click.
Start a new submission in Sembley with by clicking “Send to Sembley.”
Select the Acord forms and supplemental applications
Sembley will automatically populate these forms with collected insurance data .
Sembley Overview
Sembley streamlines insurance submissions and renewals with AI-powered document analysis, third-party data enrichment, and simple client-ready intakes. Responses automatically populate any combination of ACORD forms and supplements at once.
Autofill ACORDs & Supps
Automatically populate ACORD forms and supps with data from your clients and trusted sources, saving time and reducing errors.
Custom Intakes
Build shareable intakes to collect the exact information you need from clients and prospects. Responses autofill your ACORDs.
AI & Data Enrichment
Pull hard-to-find data about your clients from their documents and a network of partners, including Canopy Connect, then import it into your forms.


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 Sembley account. Here's how to set it up:
Integration Setup
- In Sembley, navigate to Settings > Integrations
- Select Canopy Connect from the available integrations
- Click Activate to begin the authorization process.
- You will be redirected to Canopy Connect to authenticate and grant permissions
- Once authenticated, you'll be returned to Sembley with the integration activated
How to Use the Canopy-Sembley Integration
- From the Canopy Connect submissions page, expand the submission you'd like to use.
- Review the policy information.
- Click the Submit to Sembley button, located under the Integrations heading.
- A new window will open to Sembley where you may be prompted to log in.
- Select which policies you want to import and which forms you want to use.
- From here, you can create a submission as you normally would in Sembley.
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Join over 10,000 insurance agents already using Canopy Connect.
TESTIMONIALS
Canopy Connectors
Hear how our amazing customers are using Canopy Connect
Book a Demo
Schedule a demo and consultation with a Canopy Connect expert to see how it can work with your insurance agency.
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