Recommended by Top Commercial Insurance Agencies, Personal Agencies, Networks, Training Organizations
COMMERCIAL INSURANCE AGENCIES
Why Commercial Agencies Choose Canopy
Having a clear understanding of your client's business insurance situation—seeing policies, loss history, assets, and insureds—gives you the information you need to be a trusted insurance advisor.
Along with policy information, loss run summaries and claims history are included to help you evaluate risk .
Collecting all this information is time-consuming and usually requires you or the client to contact the current agent, which can get complicated.
With Canopy Connect, it takes seconds.
Along with policy information, loss run summaries and claims history are included to help you evaluate risk .
Collecting all this information is time-consuming and usually requires you or the client to contact the current agent, which can get complicated.
With Canopy Connect, it takes 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 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.
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
Start Your 14-day Free Trial
Join over 10,000 insurance agents already using Canopy Connect.
COMMERCIAL INSURANCE DATA
250+ Insurance Data Fields
Get access to fully structured P&C personal and commercial insurance data.
CLIENT EXPERIENCE
Commercial Clients Demand a Great Experience
Your commercial insurance clients will love using Canopy Connect too!
No need to search for policy documents and figure out how to get it to you.
No more miscommunication of policies, coverages, deductibles, vehicles, VINs, endorsements, or binders.
Clients can submit all this information securely while they're on the phone with you.
Loss run summaries pull recent carrier-reported claims history, no need to contact the current agent or request official loss runs until it's time to bind.
You'll be able to provide a fast and accurate, apples-to-apples comparison quote.
PRICING
Choose a Plan That's Right for Your Agency
Free 14-day trial on all plans
Agency Commercial
For commercial insurance agencies. Includes:
Core Canopy Connect features
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, property, and more
Loss run summaries generated in seconds
Enriched property data
10 users included (+$15/user)
50 commercial lines pulls per month (+$10/additional pull)
Zapier access for connecting with Salesforce, Hubspot, and thousands more
1:1 personalized onboarding for your team
14-Day Free Trial
$500/month
Month-to-month, no long contracts
Agency Duo
Bundle
$350/month
For small agencies that sell personal and commercial lines.
A bundle of the Agency Starter and commercial features. Includes...
5 users included (+$15/user)
Retrieve personal P&C policies including premiums, coverages, limits, and deductibles for home, auto, and specialty lines
50 personal lines data pulls per month (+$3/additional pull)
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, and more
20 commercial lines data pulls per month (+$12/additional pull)
Loss run summaries generated in seconds
1:1 personalized onboarding for your team
Agency Complete
Best Value
$600/month
For agencies that sell personal and commercial lines.
A bundle of the Agency Plus and Commercial plans. Includes...
10 users included (+$15/user)
Retrieve personal P&C policies including premiums, coverages, limits, and deductibles for home, auto, and specialty lines
125 personal lines data pulls per month (+$2/additional pull)
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, and more
50 commercial lines data pulls per month (+$10/additional pull)
Loss run summaries generated in seconds
Up to seven years of document history
Enriched property data
1:1 personalized onboarding for your team
Agency Pro
Contact Us
For larger agencies that need customization and dedicated support.
A customized plan that can include personal and commercial lines access, as well as...
Custom # of users
Custom # of pulls per month
API access for custom integrations, website, and app development
Single Sign-on
1:1 personalized onboarding and training for your team
Early access to upcoming features
Agency Commercial
For commercial insurance agencies. Includes:
Core Canopy Connect features
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, property, and more
Loss run summaries generated in seconds
Enriched property data
10 users included (+$15/user)
50 commercial lines pulls per month (+$10/additional pull)
Zapier access for connecting with Salesforce, Hubspot, and thousands more
1:1 personalized onboarding for your team
14-Day Free Trial
$450 /month
$5,400/year paid annually
Agency Duo
Bundle
$315/month
$3,780/year paid annually
For small agencies that sell personal and commercial lines.
A bundle of the Agency Starter and commercial features. Includes...
5 users included (+$15/user)
Retrieve personal P&C policies including premiums, coverages, limits, and deductibles for home, auto, and specialty lines
50 personal lines data pulls per month (+$3/additional pull)
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, and more
20 commercial lines data pulls per month (+$12/additional pull)
Loss run summaries generated in seconds
1:1 personalized onboarding for your team
Agency Complete
Best Value
$540/month
$6,480/year paid annually
For agencies that sell personal and commercial lines.
A bundle of the Agency Plus and Agency Commercial plans. Includes...
10 users included (+$15/user)
Retrieve personal P&C policies including premiums, coverages, limits, and deductibles for home, auto, and specialty lines
125 personal lines data pulls per month (+$2/additional pull)
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, and more
50 commercial lines data pulls per month (+$12/additional pull)
Loss run summaries generated in seconds
Up to seven years of document history
Enriched property data
1:1 personalized onboarding for your team
Agency Pro
Contact Us
For larger agencies that need customization and dedicated support.
A customized plan that can include personal and commercial lines access, as well as....
Custom # of users
Custom # of pulls per month
API access for custom integrations, website, and app development
Single Sign-on
1:1 personalized onboarding and training for your team
Early access to upcoming features
TESTIMONIALS
Canopy Connectors
Hear how our amazing customers are using Canopy Connect for commercial lines
Having Canopy Connect for commercial lines is incredible! So easy to use and such a time saver. The process takes mere minutes and sends you all of the information you need about the client’s current program in a neat and orderly fashion. Makes writing new business a breeze!
Tammy Lee Dunn
VP, Business Development
John M. Glover Insurance
John M. Glover Insurance
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
Rice Insurance
Rice Insurance
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
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
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.