Powering customer-obsessed companies, fintechs, insurtechs, marketplaces, lenders, insurance carriers and more.
FINANCIAL PLANNING
Why Financial Advisors Choose Canopy
With Canopy Connect, advisors can instantly and securely access verified insurance data—across life, personal, and commercial lines—all directly from the source.
You’ll finally have the data you need to:
- Strengthen fiduciary trust with clients
- Build truly holistic financial plans
- Identify coverage gaps or estate planning opportunities
- Maintain a verifiable audit trail
It’s the difference between guessing and knowing. Between reactive advice and proactive strategy.
SOLUTIONS
How Canopy Connect Works
1. Send Link to Client
Text or email your custom Canopy Connect link to your borrower.
2. Client Signs In
The client selects their carrier and authenticates. They're done importing their insurance in less than 10 seconds.
3. Review Policy Info
View the imported structured data as well declaration pages from all policies in the account.
Features for Financial Planners
Instant Insurance Intake
Send clients a secure Canopy Connect link. In less than 20 seconds, they log in with their insurance credentials, and you receive verified policy data — automatically organized and ready to review.
Verified Accuracy
No more manual data entry or outdated policy documents. Canopy Connect retrieves information directly from insurance carriers, ensuring every detail is current and reliable.
Holistic Client Insight
Access property, auto, life, and other coverages in one view. Understand your clients’ protection strategies alongside their financial portfolios to better align assets, risks, and goals.
See How Efficient Insurance Intake & Verification Can Be
Let's explore how insurance intake and verification can help your financial advisory firm.
USE CASES
See the Whole Picture
Getting accurate insurance information from clients takes time, creates friction, and often leads to outdated or incomplete data. Clients forget policies. Advisors wait on PDFs. Valuable details like beneficiaries, limits, and insured assets fall through the cracks.
Canopy Connect changes that—turning hours of back-and-forth into a 20-second data pull.
Canopy Connect changes that—turning hours of back-and-forth into a 20-second data pull.
For Investment Advisors
Deliver on your fiduciary duty with transparent, data-driven advice that considers every insured asset and beneficiary.
For Broker-Dealers
Equip your teams with faster, cleaner insurance data to uncover new planning and cross-sell opportunities.
For Fintech Platforms
Embed Canopy Connect’s secure data intake into your client onboarding flow to expand visibility and strengthen trust across portfolios.
THE SOLUTION
Canopy Connect is Insurance Infrastructure
We enable users to quickly and securely share their insurance information through integrations with the nation’s top carriers.
Insurance Integrations
300+ insurance carrier integrations covering more than 90% of the market.
Insurance Information Parsing
Imports and structures insurance documents, policy details, contact, information, driver data, claims history, and enriches critical information.
Multiple Connectivity Options
Access verified insurance information the way that works for you.
INSURANCE DATA
Broad & Deep Market Coverage
With access to more than 300 of the top insurance carriers in personal and commercial P&C. Canopy Connect has the market covered.
96%
Auto Insurance Market Coverage
91%
Homeowners Insurance Market Coverage
61%
Commercial Multi-peril Market Coverage
5.6
Seconds to Transfer Policy Data from the Insurance Carrier
Market Coverage is based on National Association of Insurance Commissioners (NAIC) 2023 Market Share Reports for Property/Casualty Groups and Companies by premium for all U.S. states and territories.
Supercharge Your Insurance Intake & Verification
Stop manual insurance intake and start building it into your process.
PROTECTION
Trusted and Secure
Canopy Connect is building the infrastructure that powers best-in-class insurance experiences. Deliver delightful, intelligent and frictionless insurance services, trusted by leading insurance innovators.
Rigorous Security Standards
We are SOC II Type 2 Certified, following strict information security policies and procedures.
Compliance Monitoring
Our infrastructure is continuously monitored for security and compliance.
End-to-end Encryption
We keep your data encrypted every step of the way. We use 256-bit AES encryption at rest and TLS 1.3+ in transit.