Win More Deals with Instant Verification of Insurance Data

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

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Why You'll Love It

Imagine being able to instantly see all of your prospect's policies, VINs, premiums, limits and deductibles. How much more business would you write?

Save 30 minutes you typically spend to get information to present a quote.

See all personal lines of insurance, including all of their declaration pages.

Uncover upsell opportunities by seeing all of their personal lines and finding coverage gaps.

Push verified insurance data to your AMS, CRM, and comparative raters like PL Rating.

Selling commercial policies? We now are able to pull commercial insurance information and generate loss run reports. Learn more »

The Right Data, Right Now

Just send your prospects a link via text, email or QR, and they'll authorize and share their insurance data quickly and securely in seconds. You'll receive:

Policy Details

Premiums, limits, deductibles, dwellings, and vehicles.

Insurance Documents

Declaration pages, ID cards, endorsements, binders, VOI.

Contact and Driver Information

Names, email, phone, address, license numbers, and DOBs.

Claims History and Driving Records

Up to seven years of history with the current carrier.

Document History

Up to seven years of document history, including declaration pages, endorsements, proof of insurance and more.

Commercial Insurance

With the Commercial Lines add-on, you can access commercial policies and generate loss run reports without alerting their current agent.

Sound Interesting?

Let's get started.

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Delight Your Clients with a Superior Experience

Your prospects will love using Canopy Connect too!

No need to search for policy documents and figure out how to get it to you.

No more miscommunication of coverages, deductibles, vehicles, VINs, endorsements, or binders.

Clients can submit all this information securely while they're on the phone with you.

You'll be able to provide a fast and accurate, apples-to-apples comparison quote.

Trusted by Leading Associations and Agencies

2-Minute Overview

How Canopy Connect Works

Send Your Link

Text or email your custom Canopy Connect link to your prospect. You can also embed a widget directly into your website or connect via API.

Client Signs In

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

View Policy Information

You can view the imported structured data as well as recent documents including declaration pages from all policies in the account. Access the data via our dashboard and open API.

Hear it from our customers

JC Wogomon from Catalyst Insurance Group talks about how using Canopy Connect makes his job as an insurance agency owner and producer way more efficient and effective.

Great product. Easy to use. It cuts the time to get through my sales process down by at least 25% by not having to wait for dec pages from the client.

Seth Livingston - The Agency Insurance

Canopy is MAGICAL! One of the biggest sticking points/delays I have with clients is having them email their prior insurance declarations pages. This eliminates that and clients love it!

Corey Kaster - Insurance Masters NW

Canopy Connect is the key to the future scalability of our agency. We are sending the Canopy Connect link to every client.

Shane Vander Giessen - Rice Insurance

Ready to Get Started?

Monthly and annual plans are available

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Trusted and Secure

Canopy Connect is building the infrastructure that powers best-in-class insurance experiences.
We're fast, we're easy to use, and most importantly, we’re secure.

Rigorous Security Standards

We are SOC 2 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 1.2+ in transit.