SEE FOR YOURSELF
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INSURANCE DATA INTAKE
How Canopy Connect Works
1. Send Link
Text or email your custom Canopy Connect link to your prospect. You can also embed a widget directly into your website.
2. Client Signs In
Your prospect selects their carrier and authenticates. They are done importing their insurance in less than 10 seconds. They can answer any additional questions you ask.
3. View Policy Information
You can view the imported structured data as well as recent documents including declaration pages from all policies in the account in the agent dashboard.
INSURANCE AGENCIES
Why Marshberry Trusts Canopy
Having a clear understanding of your prospect's current insurance profile—seeing policies, claims, assets, and insureds—gives you the information you need to be a trusted insurance advisor.
Collecting all this information is time-consuming and frustrating for the agent and the prospect. Canopy Connect helps you get verified insurance information in 20 seconds.
Collecting all this information is time-consuming and frustrating for the agent and the prospect. Canopy Connect helps you get verified insurance information in 20 seconds.
PRICING
Exclusive Pricing for Marshberry Connect Agencies
Free 14-day trial on all plans, plus 10% off the first year of service.
Discount will be applied at the end of the trial period.
Discount will be applied at the end of the trial period.
Elevate
Most Popular
$250/month
$3,000/year paid annually
For growing agencies that want integrations and advanced features.
100 Quote Points included
5 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history.
Data enrichment lookups for household drivers and vehicles, driver license, or driver insights are available for a small fee. 10 adhoc property lookups included. Contact our support team to activate after signup.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Quote Points are billed at $3 each.
Peak
$500/month
$6,000/year paid annually
For mid-sized agencies that want integrations and advanced features.
300 Quote Points included
10 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history.
Data enrichment lookups for household drivers and vehicles, driver license, driver insights, adhoc property data lookups. 10 of each included.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Quote Points are billed at $2 each.
Summit
Best Value
$750/month
$9,000/year paid annually
For agencies with multiple offices or high-volume referral partners.
500 Quote Points included
50 users included (+$10/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, driver insights, adhoc property data lookups. 10 of each included.
Advanced referral tracking with first referral partner included.
1:1 personalized onboarding for your team and priority support
Drop-in group onboarding and training.
Additional Quote Points are billed at $1.50 each.
Additional Office Locations are billed at $600 each, annually.
Additional Referral Partners are billed at $300 each, annually.
Ask about custom integrations or Salesforce integrations.
API Access available as an add-on.
Elevate
Most Popular
$300/month
For growing agencies that want integrations and advanced features.
100 Quote Points included
5 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history.
Data enrichment lookups for household drivers and vehicles, driver license, or driver insights are available for a small fee. 10 adhoc property lookups included. Contact our support team to activate after signup.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Quote Points are billed at $3 each.
Peak
$600/month
For mid-sized agencies that want integrations and advanced features.
300 Quote Points included
10 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history.
Data enrichment lookups for household drivers and vehicles, driver license, driver insights, adhoc property data lookups. 10 of each included.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Quote Points are billed at $2 each.
Summit
Annual Only
$9,000/year
For agencies with multiple offices or high-volume referral partners.
500 Quote Points included
50 users included (+$10/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, driver insights, adhoc property data lookups. 10 of each included.
Advanced referral tracking with first referral partner included.
1:1 personalized onboarding for your team and priority support
Drop-in group onboarding and training.
Additional Quote Points are billed at $1.50 each.
Additional Office Locations are billed at $600 each, annually.
Additional Referral Partners are billed at $300 each, annually.
Ask about custom integrations or Salesforce integrations.
API Access available as an add-on.
TESTIMONIALS
You're in Great Company
Hear how our amazing customers are using Canopy Connect
Canopy has been an extremely helpful tool for our office. Our agents love the ease of use! Prospects are happy to use the link instead of reciting VIN numbers and scanning documents. It's our favorite tech piece we have added in quite some time.
Alex Meincken
Insurance Agent
Clear Choice Insurance
Clear Choice Insurance
Canopy makes it easy to see coverages and premiums, which allows our producers to put together side-by-side comparisons and win. Our closing ratio is unbelievable because we require all of our prospects to start with Canopy first. Knowledge is power!
Nick Smith
Co-founder
BluePrint Risk
BluePrint Risk
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
Catalyst Insurance Group
Canopy Connect is the key to the future scalability of our agency. We are sending the Canopy Connect link to every client.
Shane Vander Geissen
Producer
Rice Insurance
Rice 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
Powers Insurance Experts
Powers Insurance Experts
Book a Demo
Schedule a demo and consultation with a Canopy Connect expert to see how it can work with your insurance agency.