Introducing Policy Paste Chrome Extension

The goal is to do more in less time—but that’s tough when you’re constantly stuck on inefficient tasks. Whether you're chasing down client information, deciphering policy documents, or painstakingly re-entering data into multiple carrier portals, these are all repetitive time-consuming parts of the process that eat up your day.

That’s where Policy Paste by Canopy Connect comes in.

You’re already familiar with Canopy Connect's ability to collect comprehensive, accurate insurance data directly from your prospects. With a simple, secure link, you can gather policy details, documents, driver information, property specifics, claims history in seconds, and get answers to any additional questions.

Policy Paste takes this efficiency to the next level. It acts as a bridge, seamlessly pasting the data collected with Canopy Connect directly into any online form, including carrier rating applications. With Policy Paste, you can save valuable time and minimize errors by eliminating the need for manual data entry.

Why Policy Paste is a Must-Have for Your Agency

• Dramatically Reduce Data Entry Time and Errors: Policy Paste eliminates the need to manually re-enter information from Canopy Connect into carrier quoting portals, saving you valuable time. By minimizing the risk of typos and inconsistencies, Policy Paste ensures accurate quotes and reduces potential errors.
• Streamline Your Quoting Process: with Policy Paste, you can quickly complete carrier-specific applications, whether you’re using a comparative rater or working directly with an exclusive carrier. This streamlines your quoting process and improves efficiency.
• Enhance Data Consistency and Accuracy: Policy Paste ensures that the verified data collected by Canopy Connect is transferred directly, maintaining its integrity throughout the quoting process. This enhances data consistency and accuracy, providing you with reliable information for quotes.
• Ideal for Exclusive Agencies: exclusive agents can directly input data into their carrier’s proprietary systems without the need for manual re-entry.
• Works Great for Independent Agencies: many independent agents struggle with the inconsistencies between comparative raters and direct carrier applications. Policy Paste effectively bridges this gap, ensuring that the data you've meticulously collected is accurately transferred, regardless of the platform you're using.

Install Policy Paste

Don't let data entry slow you down. Take control of your quoting process and experience the difference that Policy Paste can make. Your time is valuable–use it wisely.

Install the Policy Paste Chrome extension directly from the Chrome Web Store.

To use Policy Paste, you must have an active Canopy Connect subscription with an integration-eligible plan.