Recommended by Top Agencies, Networks, Training Organizations
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.
Start Your 14-day Free Trial
Join over 10,000 insurance agents already using Canopy Connect.
INSURANCE AGENCIES
Insurance Data Intake is a Key Step
How you gather insurance information from prospects affects your quoting process.
From the start, prospects are looking for the easiest and quickest way to get a quote. Insurance agents often go about this in different methods. Some choose to rely long intake forms while some manually get it over the phone.
Many of these traditional intake processes are filled with friction, making it an unenjoyable experience for their clients These traditional methods of insurance data intake lack the speed and efficiency modern consumers are used to.
Canopy Connect's insurance data intake platform makes it easy for clients to share their insurance information and allows agents to view verified coverages, premiums, limits, deductibles, dec pages and more so they can provide faster, more accurate quotes that win.
From the start, prospects are looking for the easiest and quickest way to get a quote. Insurance agents often go about this in different methods. Some choose to rely long intake forms while some manually get it over the phone.
Many of these traditional intake processes are filled with friction, making it an unenjoyable experience for their clients These traditional methods of insurance data intake lack the speed and efficiency modern consumers are used to.
Canopy Connect's insurance data intake platform makes it easy for clients to share their insurance information and allows agents to view verified coverages, premiums, limits, deductibles, dec pages and more so they can provide faster, more accurate quotes that win.
Integrate with Your Rater, CRM, AMS, and More
Send collected insurance information from Canopy Connect to the systems you use most.
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
56%
Commercial Insurance Market Coverage
5.6
Seconds to Transfer Policy Data from the Insurance Carrier
What Are You Waiting For?
Plans start at $100 and include a 14-day free trial.
CLIENT EXPERIENCE
Delight Your Clients with a Digital Experience
The traditional prospect experience is full of frustration—long forms, endless questions, and being sent on an errand to find their dec pages.
Your clients can now submit all this information to you securely while you're on the phone with them. No more miscommunication of coverages, limits, deductibles, vehicles, or property features.
You can spend more time building rapport and guiding them through the coverages they need. Provide a fast and accurate comparison quote that is positioned to win.
Your clients can now submit all this information to you securely while you're on the phone with them. No more miscommunication of coverages, limits, deductibles, vehicles, or property features.
You can spend more time building rapport and guiding them through the coverages they need. Provide a fast and accurate comparison quote that is positioned to win.
TESTIMONIALS
Canopy Connectors
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
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.
Book a Demo
Schedule a demo and consultation with a Canopy Connect expert to see how it can work with your insurance agency.