An intake link is often a prospect's first impression of your agency, and until now, it was just a link. Trailhead turns it into an introduction, letting you add your photo, contact info, and branding before anyone shares their insurance information. Paired with Sharing Paths, it gives clients context first, then lets them choose how they want to share. It's especially useful for referral driven agencies, where a personalized link makes a referral feel intentional instead of anonymous. Trailhead is available now on Elevate, Peak, and Summit plans.

Ten million processed policies. Six thousand businesses. Twenty-four thousand agents. In under two years, Canopy Connect has grown from a single carrier connection to infrastructure that powers insurance data across agencies, lenders, auto dealers, fleets, and more. This post looks back at where we started, what we've built since the two million milestone, and why we're more excited about what's ahead than what's behind us.

More document types. More file formats. Structured data that flows straight to your systems. DecSight's latest update closes the last gaps in document-based intake.

Canopy Connect now integrates with Holistiplan to give financial advisors instant access to verified P&C insurance data from hundreds of carriers, eliminating document collection and making insurance planning a seamless part of the financial planning workflow.

Canopy Connect now embeds Fair auto warranty quotes in its intake flow, letting agents generate prefilled quotes with one click. Integration is live, with a demo webinar on Jan 22, 2026.

Premium Lock is now available with Canopy Connect, making it easier than ever for independent agents to quote and sell a 3-Year Home Insurance Price Guarantee. With verified insurance data and one-click quoting, agents can stand out in a hard market, boost retention, and unlock a new commission stream—without adding friction to their workflow.

Canopy Connect has partnered with QuinStreet’s QRP to transform insurance quoting. By flowing verified consumer data directly into QRP’s rating engine, agents can deliver accurate quotes in seconds, without manual re-entry. The result is faster workflows, better underwriting, and a seamless experience for agents, carriers, and consumers alike.

We're excited to announce our partnership with Trust & Will®, the leader in online estate planning, to bring verified insurance data directly into the estate planning process. This collaboration gives financial professionals a more complete view of assets, coverage, and beneficiaries as part of an estate plan.

Tired of duplicate applicants or rebuilding quotes in EZLynx? The latest Canopy Connect + EZLynx integration update eliminates those extra steps. The result: faster quoting, cleaner data, and fewer errors. Whether you’re adding policies from multiple carriers or updating existing clients, this update streamlines your workflow and helps you quote smarter and faster.

Building forms in Canopy Connect just got an upgrade. With new pre-built flows, you can launch intake forms in minutes using guided templates designed around insurance best practices. Whether you’re focused on auto, home, or personal lines, these flows provide a solid framework you can easily tailor to your agency’s process. They’re built for speed, clarity, and consistency—helping your team capture the right data, streamline client intake, and integrate smoothly with your existing workflows.