INSURANCE AGENCIES
Why Virtual Intelligence Recommends Canopy
In-house insurance agents or virtual employees can quickly gather the insurance data they need from prospects using Canopy Connect’s insurance data intake platform.
It allows your staff to view verified policy information and collect additional information through custom forms.
This structured data can be reviewed in a dashboard and integrated with the systems you use most—CRMs, AMSs, and comparative raters.
It allows your staff to view verified policy information and collect additional information through custom forms.
This structured data can be reviewed in a dashboard and integrated with the systems you use most—CRMs, AMSs, and comparative raters.
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.
EXCLUSIVE OFFER
Only for Virtual Intelligence Clients
Free 14-day trial on all plans, plus 10% off your first year.
Scratch
$100/month
For individual insurance agency owners and producers with small teams.
30 Policy Points included
3 users included (+$10/user)
Retrieve personal P&C policies including policy details, declaration pages, claims history, and more.
One personal lines submission requires one Policy Point.
One personal lines submission requires one Policy Point.
Standard form builder
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Drop-in group onboarding and training.
Additional Policy Points are billed at $4 each.
Commercial lines policies are not included with this plan.
Direct integrations are not included with this plan.
Add-on and advanced features such as data enrichment, monitoring, and custom forms are not available with this plan.
Elevate
Most Popular
$250/month
For growing agencies that want integrations and advanced features.
100 Policy 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 Policy Point.
One commercial lines submission requires five Policy Points.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy 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, 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 Policy Points are billed at $3 each.
Peak
$525/month
For mid-sized agencies that want integrations and advanced features.
300 Policy 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 Policy Point.
One commercial lines submission requires five Policy Points.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy 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.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Policy Points are billed at $2 each.
Scratch
$90/month
$1,080/year paid annually
For individual insurance agency owners and producers with small teams.
30 Policy Points included
3 users included (+$10/user)
Retrieve personal P&C policies including policy details, declaration pages, claims history, and more.
One personal lines submission requires one Policy Point.
One personal lines submission requires one Policy Point.
Standard form builder
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Drop-in group onboarding and training.
Additional Policy Points are billed at $4 each.
Commercial lines policies are not included with this plan.
Direct integrations are not included with this plan.
Add-on and advanced features such as data enrichment, monitoring, and custom forms are not available with this plan.
Elevate
Most Popular
$225/month
$2,700/year paid annually
For growing agencies that want integrations and advanced features.
100 Policy 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 Policy Point.
One commercial lines submission requires five Policy Points.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy 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, 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 Policy Points are billed at $3 each.
Peak
$473/month
$5,670/year paid annually
For mid-sized agencies that want integrations and advanced features.
300 Policy 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 Policy Point.
One commercial lines submission requires five Policy Points.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy 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.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Policy Points are billed at $2 each.
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
Powers Insurance Experts
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 Vander Geissen
Producer
Trucordia
Trucordia
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
Owner
Miner Family Insurance / TWFG
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
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
Catalyst Insurance Group
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.