INSURANCE AGENCIES
Why Safeco & Liberty Mutual Agencies Choose Canopy
How you gather insurance information from prospects affects your quoting process.
From the start, prospects are looking for the easiest and quickest way to get a quote. Insurance agents often go about this in different methods. Some choose to rely long intake forms while some manually get it over the phone.
Many of these traditional intake processes are filled with friction, making it an unenjoyable experience for their clients These traditional methods of insurance data intake lack the speed and efficiency modern consumers are used to.
Canopy Connect's insurance data intake platform makes it easy for clients to share their insurance information and allows agents to view verified coverages, premiums, limits, deductibles, dec pages and more so they can provide faster, more accurate quotes that win.
From the start, prospects are looking for the easiest and quickest way to get a quote. Insurance agents often go about this in different methods. Some choose to rely long intake forms while some manually get it over the phone.
Many of these traditional intake processes are filled with friction, making it an unenjoyable experience for their clients These traditional methods of insurance data intake lack the speed and efficiency modern consumers are used to.
Canopy Connect's insurance data intake platform makes it easy for clients to share their insurance information and allows agents to view verified coverages, premiums, limits, deductibles, dec pages and more so they can provide faster, more accurate quotes that win.
Liberty Mutual & Safeco Digital Vendor Credit
You may be eligible for the Digital Vendor Credit, which could cover your subscription to tools like Canopy Connect. Ask your territory manager for details.
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 or client selects their carrier and authenticates. They are done importing their insurance in less than 10 seconds.
PRICING
Choose a Plan That's Right for Your Agency
Free 14-day trial on all plans.
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 personal lines submissins 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 personal lines submissions per month (+$2/additional pull)
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 submissions per month (+$10/additional pull)
Loss run reports generated in seconds
Start Trial
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 personal lines submissions per month (+$3/additional pull)
Zapier access for connecting with AgencyZoom, Better Agency, Salesforce and more
Drop-in group onboarding sessions
Start Trial
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 personal lines submissions per month (+$2/additional pull)
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
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 lines submissions 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