Collect Insurance Information like it's 2020.

We automate personal Insurance Information collection.


How it works


Sign up

You'll get your own Canopy Connect page. Send prospects to your page or embed into your website.


Prospects import their insurance

Your prospects import their current insurance with our 1-click solution.


Check their insurance

Armed with data, you can focus on adding value and building a relationship.


Instant Insurance Insights

Collect declaration pages, policy details, drivers, claims, contact info, documents and more - instantly and securely.

Accurate & Comprehensive

Access accurate information across all of your client's insurance policies.

Deeper Client Relationships

Armed with data, you can focus on delivering value to your clients instead of collecting information.

Ready to get started?

Start now or talk to us today.