INSURANCE AGENCIES
Why First Connect Agencies 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.
However, most agencies don’t have a well-defined insurance data intake stage in their quoting process. Collecting all this information is time-consuming and frustrating for the agent and the prospect.
Canopy Connect's insurance data intake platform helps you get verified insurance information in 20 seconds. Enhance it, enrich it, and send the data to the systems you use most.
However, most agencies don’t have a well-defined insurance data intake stage in their quoting process. Collecting all this information is time-consuming and frustrating for the agent and the prospect.
Canopy Connect's insurance data intake platform helps you get verified insurance information in 20 seconds. Enhance it, enrich it, and send the data to the systems you use most.
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.
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
250+ Insurance Data Fields
Get access to fully structured P&C personal and commercial insurance data.
PRICING
Exclusive Plans for First Connect Agencies
Free 14-day trial on all plans
FC Lite
$95/month
For individual insurance agency owners and producers.
All core Canopy Connect features including retrieval of policy details, declaration pages, claims history, and more
2 users included (+$15/user)
20 personal lines data pulls per month (+$2/additional pull)
5 commercial lines data pulls per month (+$10/additional pull)
Commercial loss runs
Standard forms
Enriched property data
Integration into First Connect (coming soon)
Zapier access for connecting with other applications
Drop-in group onboarding sessions
FC Personal
$250/month
For insurance agencies focused mainly on personal lines.
All core Canopy Connect features including retrieval of policy details, declaration pages, claims history, and more
5 users included (+$15/user)
50 personal lines data pulls per month (+$2/additional pull)
10 commercial lines data pulls per month (+$10/additional pull)
Commercial loss runs
Custom and standard forms
Enriched property data
Integration into First Connect (coming soon)
Zapier access for connecting with other applications
Up to seven years of document history, including declaration pages, endorsements, proof of insurance and more
1:1 personalized onboarding for your team
FC Commercial
$250/month
For insurance agencies focused mainly on commercial lines.
All core Canopy Connect features including retrieval of policy details, declaration pages, claims history, and more
5 users included (+$15/user)
5 personal lines data pulls per month (+$2/additional pull)
25 commercial lines data pulls per month (+$10/additional pull)
Commercial loss runs
Custom and standard forms
Enriched property data
Integration into First Connect (coming soon)
Zapier access for connecting with other applications
Up to seven years of document history, including declaration pages, endorsements, proof of insurance and more
1:1 personalized onboarding for your team
FC Lite
$86/month
$1,026/year paid annually
For individual insurance agency owners and producers.
All core Canopy Connect features including retrieval of policy details, declaration pages, claims history, and more
2 users included (+$15/user)
20 personal lines data pulls per month (+$2/additional pull)
5 commercial lines data pulls per month (+$10/additional pull)
Commercial loss runs
Enriched property data
Integration into First Connect (coming soon)
Zapier access for connecting with other applications
Drop-in group onboarding sessions
FC Personal
$225/month
$2,700/year paid annually
For insurance agencies focused mainly on personal lines.
All core Canopy Connect features including retrieval of policy details, declaration pages, claims history, and more
5 users included (+$15/user)
50 personal lines data pulls per month (+$2/additional pull)
10 commercial lines data pulls per month (+$10/additional pull)
Commercial loss runs
Enriched property data
Integration into First Connect (coming soon)
Zapier access for connecting with other applications
Up to seven years of document history, including declaration pages, endorsements, proof of insurance and more
1:1 personalized onboarding for your team
FC Commercial
$225/month
$2,700/year paid annually
For insurance agencies focused mainly on commercial lines.
All core Canopy Connect features including retrieval of policy details, declaration pages, claims history, and more
5 users included (+$15/user)
5 personal lines data pulls per month (+$2/additional pull)
25 commercial lines data pulls per month (+$10/additional pull)
Commercial loss runs
Enriched property data
Integration into First Connect (coming soon)
Zapier access for connecting with other applications
Up to seven years of document history, including declaration pages, endorsements, proof of insurance and more
1:1 personalized onboarding for your team
TESTIMONIALS
You're in Great Company
Hear how our amazing customers are using Canopy Connect
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
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
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
I don't know how I would do business today in personal lines without Canopy Connect. I just don't know how I would do it. It would be so inefficient.
J.C. Wogomon
Owner
Catalyst Insurance Group
Catalyst Insurance Group
