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INSURANCE AGENCIES
Why CAA Members Choose Canopy
Having a clear understanding of your prospect's current insurance profile—seeing policies, claims, assets, and insureds—gives you the information you need to be a trusted insurance advisor.
Collecting all this information is time-consuming and frustrating for the agent and the prospect. Canopy Connect helps you get verified insurance information in 20 seconds.
Collecting all this information is time-consuming and frustrating for the agent and the prospect. Canopy Connect helps you get verified insurance information in 20 seconds.
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 or client selects their carrier and authenticates. They are done importing their insurance in less than 10 seconds.
PRICING
Exclusive Pricing for CAA Agencies
Free 14-day trial on all plans, plus 10% off your subscription for your 12 months
Agency Starter
$90/month
$1,080/year paid annually
For individual insurance agency owners and producers with small teams.
This includes...
All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more. See below.
5 users included (+$15/user)
Up to 50 data pulls per month (+$3/additional pull)
Zapier access for connecting with AgencyZoom, Better Agency, Salesforce and more
Drop-in group onboarding sessions
Start Trial
Agency Plus
Recommended
$225/month
$2,700/year paid annually
For growing agencies that need integrations into their other systems.
Everything in Agency Starter, plus....
10 users included (+$15/user)
Up to 125 pulls per month (+$2/additional pull)
Up to seven years of document history, including declaration pages, endorsements, proof of insurance and more
Enrich property data to include square footage, number of bedrooms and bathrooms, roof shape/type and more
1:1 personalized onboarding for your team
Start Trial
Agency Complete
Commercial
$540/month
For agencies that sell personal and commercial lines.
Everything in our Agency Plus, as well as....
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, and more
Up to 50 commercial data pulls per month (+$10/additional pull)
Loss run reports generated in seconds
Start Trial
Agency Starter
$100/month
For individual insurance agency owners and producers with small teams.
This includes...
All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more
5 users included (+$15/user)
Up to 50 data pulls per month (+$3/additional pull)
Zapier access for connecting with AgencyZoom, Better Agency, Salesforce and more
Drop-in group onboarding sessions
Start Trial
Agency Plus
Recommended
$250/month
For growing agencies that need integrations into their other systems.
Everything in Agency Starter, plus....
10 users included (+$15/user)
Up to 125 pulls per month (+$2/additional pull)
Up to seven years of document history, including declaration pages, endorsements, proof of insurance and more
Enriched property and mortgagee data
1:1 personalized onboarding for your team
Start Trial
Agency Complete
Commercial
$600/month
For agencies that sell personal and commercial lines.
Everything in our Agency Plus, as well as....
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, and more
Up to 50 commercial data pulls per month (+$10/additional pull)
Loss runs generated without alerting the agent of record or the carrier
See what commercial includes
Start Trial
INSURANCE AGENCY SOLUTIONS
Webinar for CAA from October 2023
TESTIMONIALS
You're in Great Company
Hear how our amazing customers are using Canopy Connect