PARTNERSHIP

RPOA Members Use Canopy Connect to Win More Deals

See current premiums, coverages, deductibles, and declaration pages so you can provide faster, more accurate quotes that win.
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INSURANCE AGENCIES

Why Agencies Choose 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.
SOLUTIONS

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 or client selects their carrier and authenticates. They are done importing their insurance in less than 10 seconds.

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 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
11/07/2023
Policy End
05/07/2024
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
11/07/2023
Policy End
11/06/2024
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;

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
04/01/2023
Policy End
04/01/2024
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

Commercial Loss Runs

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
03/25/2023
Policy End
09/25/2023
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
EXCLUSIVE OFFER

Only for RPOA Members

Free 14-day trial on all plans, plus $50 off each of your first two months.

Agency Starter

$90/month
$1,080/year paid annually
For individual insurance agency owners and producers with small teams.
This includes...
All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more. See below.
5 users included (+$15/user)
Up to 50 data pulls per month (+$3/additional pull)
Zapier access for connecting with AgencyZoom, Better Agency, Salesforce and more
Drop-in group onboarding sessions
Start Trial

Agency Plus

Recommended
$225/month
$2,700/year paid annually
For growing agencies that need integrations into their other systems.
Everything in Agency Starter, plus....
10 users included (+$15/user)
Up to 125 pulls per month (+$2/additional pull)
Direct integrations into EZLynx Rater, PL Rating, AgencyZoom, HawkSoft, and more
Up to seven years of document history, including declaration pages, endorsements, proof of insurance and more
Enrich property data to include square footage, number of bedrooms and bathrooms, roof shape/type and more
1:1 personalized onboarding for your team
Start Trial

Agency Complete

Commercial
$540/month
For agencies that sell personal and commercial lines.
Everything in our Agency Plus, as well as....
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, and more
Up to 50 commercial data pulls per month (+$10/additional pull)
Loss run reports generated in seconds
Start Trial

Agency Starter

$100/month
For individual insurance agency owners and producers with small teams.
This includes...
All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more
5 users included (+$15/user)
Up to 50 data pulls per month (+$3/additional pull)
Zapier access for connecting with AgencyZoom, Better Agency, Salesforce and more
Drop-in group onboarding sessions
Start Trial

Agency Plus

Recommended
$250/month
For growing agencies that need integrations into their other systems.
Everything in Agency Starter, plus....
10 users included (+$15/user)
Up to 125 pulls per month (+$2/additional pull)
Direct integrations into EZLynx Rater, PL Rating, AgencyZoom, HawkSoft, and more
Up to seven years of document history, including declaration pages, endorsements, proof of insurance and more
Enriched property and mortgagee data
1:1 personalized onboarding for your team
Start Trial

Agency Complete

Commercial
$600/month
For agencies that sell personal and commercial lines.
Everything in our Agency Plus, as well as....
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, and more
Up to 50 commercial data pulls per month (+$10/additional pull)
Loss runs generated without alerting the agent of record or the carrier
See what commercial includes
Start Trial
TESTIMONIALS

You're in Great Company

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 of Powers Insurance Experts
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
Rice Insurance

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

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

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

Book a Demo

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