Insurance Town Listeners Use Canopy Connect to Win More Deals

See current premiums, coverages, deductibles, and declaration pages so you can provide faster, more accurate quotes that win.

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A Message from the Mayor

Heath Shearon

Why You'll Love It

Imagine being able to instantly see all of your prospect's policies, VINs, premiums, limits and deductibles. How much more business would you write?

Save 30 minutes you typically spend to get information to present a quote.

See all personal lines of insurance, including all of their declaration pages.

Uncover upsell opportunities by seeing all of their personal lines and finding coverage gaps.

2-Minute Demo of Canopy Connect

The Right Data, Right Now

Just send your prospects a link via text, email or QR, and they'll authorize and share their insurance data quickly and securely in seconds. You'll receive:

Policy Details

Premiums, limits, deductibles, dwellings, and vehicles.

Insurance Documents

Declaration pages, ID cards, endorsements, binders, VOI.

Contact Information

Email, phone, and address.

Driver Data

Names, license numbers, and DOBs

Claims History

Up to seven years of history with the current carrier.

Sound Interesting?

Let's get started.

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Delight Your Clients with a Superior Experience

Your prospects 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 coverages, deductibles, vehicles, VINs, endorsements, or binders.

Clients can submit all this information securely while they're on the phone with you.

You'll be able to provide a fast and accurate, apples-to-apples comparison quote.

Canopy has become a powerful tool in the growth of our agency improving quote turnaround time and sales. It allows us to easily capture the needed information including the current premiums – giving you the insight you need to price strategically. We now enjoy a 60% hit ratio from prospects that have used the Canopy Connect link!

Stewart Farris - President @ Farris Insurance Advisors

Exclusive Offer for Insurance Town Podcast Listeners

Free 14-day trial on all plans, plus an exclusive discount.
Enter the discount code at checkout.

Annual

Monthly

Agency Starter

For individual insurance agency owners and producers with small teams.

$90/month
($1,080/year paid annually)

$100/ month
(No annual commitment)

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 integrations with AgencyZoom, Better Agency, Salesforce and more
Drop-in group onboarding sessions

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Agency Plus

For growing agencies that need integrations into their other systems.

$225/month
($2,700/year paid annually)

$250/ month
(No annual commitment)

All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more. See below.
10 users included (+$15/user)
Up to 125 pulls per month (+$2/additional pull)
Zapier access for connecting with AgencyZoom, Better Agency, Salesforce and more
Direct integrations into PL Rating, EZLynx, and Agency MVP
1:1 personalized onboarding for your team

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Agency Pro

For larger agencies with complex needs that need customization and dedicated support.

Book a Demo for Pricing

Collect all personal policy details, declaration pages, and more from your prospects. See core Canopy Connect features below.
10 users included (+$25/user)
Custom # pulls per month
Zapier access for connecting with AgencyZoom, Better Agency, Salesforce and more
Direct integrations into PL Rating, EZLynx, and Agency MVP
1:1 personalized onboarding and training for your team
API access for custom integrations, website, and app development

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