For Insurance Agencies
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Agents can see prospects' current coverages, premiums, deductibles, and declaration pages so you can provide faster, more accurate quotes that win.
Ask us about preferred pricing for your insurance network.
Imagine being able to instantly see all of your prospect's policies, VINs, premiums, limits and deductibles. How much more business would you write?
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:
Your prospects will love using Canopy Connect too!
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.
Your prospect or client selects their carrier and authenticates. They are done importing their insurance in less than 10 seconds.
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.
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.
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!
Canopy Connect is the key to the future scalability of our agency. We are sending the Canopy Connect link to every client.
Monthly and annual plans are available
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.
We are SOC 2 Type 2 Certified, following strict information security policies and procedures.
Our infrastructure is continuously monitored for security and compliance.
We keep your data encrypted every step of the way. We use 256-bit AES encryption at rest and TLS 1.2+ in transit.