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 400 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
61%
Commercial Multi-peril Market Coverage
5.6
Seconds to Transfer Policy Data from the Insurance Carrier
Market Coverage is based on National Association of Insurance Commissioners (NAIC) 2023 Market Share Reports for Property/Casualty Groups and Companies by premium for all U.S. states and territories.
Start Your 14-day Free Trial
Join over 20,000 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
Scratch
$120/month
For individual insurance agency owners and producers with small teams.
30 Quote Points included
3 users included (+$10/user)
Retrieve personal P&C policies including policy details, declaration pages, claims history, and more.
One personal lines submission requires one Quote Point.
One personal lines submission requires one Quote Point.
Standard form builder
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Drop-in group onboarding and training.
Additional Quote Points are billed at $4 each.
Commercial lines policies are not included with this plan.
Direct integrations are not included with this plan.
Add-on and advanced features such as data enrichment, monitoring, and custom forms are not available with this plan.
Elevate
Most Popular
$300/month
For growing agencies that want integrations and advanced features.
100 Quote Points included
5 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, or driver insights are available for a small fee. 10 adhoc property lookups included. Contact our support team to activate after signup.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Quote Points are billed at $3 each.
Peak
$600/month
For mid-sized agencies that want integrations and advanced features.
300 Quote Points included
10 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, driver insights, adhoc property data lookups. 10 of each included.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Quote Points are billed at $2 each.
Scratch
$100/month
$1,200/year paid annually
For individual insurance agency owners and producers with small teams.
30 Quote Points included
3 users included (+$10/user)
Retrieve personal P&C policies including policy details, declaration pages, claims history, and more.
One personal lines submission requires one Quote Point.
One personal lines submission requires one Quote Point.
Standard form builder
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Drop-in group onboarding and training.
Additional Quote Points are billed at $4 each.
Commercial lines policies are not included with this plan.
Direct integrations are not included with this plan.
Add-on and advanced features such as data enrichment, monitoring, and custom forms are not available with this plan.
Elevate
Most Popular
$250/month
$3,000/year paid annually
For growing agencies that want integrations and advanced features.
100 Quote Points included
5 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, or driver insights are available for a small fee. 10 adhoc property lookups included. Contact our support team to activate after signup.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Quote Points are billed at $3 each.
Peak
$500/month
$6,000/year paid annually
For mid-sized agencies that want integrations and advanced features.
300 Quote Points included
10 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
One personal lines submission requires one Quote Point.
One commercial lines submission requires two Quote Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, driver insights, adhoc property data lookups. 10 of each included.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Quote Points are billed at $2 each.
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.