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.

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 Information

Email, phone, and address.

Driver Data

Names, license numbers, and DOBs

Claims History

Up to seven years of history with the current carrier.

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Sound Interesting?

Let's get started.

Start TrialBook a Demo
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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 figuring 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.

2-Minute Overview

See How Canopy Connect Works

Trusted by Leading Associations and Agencies

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.

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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
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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
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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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