Recommended by Top Agencies, Networks, Training Organizations
TRADITIONAL INTAKE METHODS
Collecting Insurance Information Sucks
Most agencies don't have a well-defined insurance data intake stage in their quoting process. Often it's part of the initial quote request form, or it's bundled with the advisory call.
Abandon the Forms
Long forms, as part of the initial quote request or as a follow-up, can be a soul-crushing experience. The longer the form, the higher the abandonment rate. Plus, you really don’t know if the information you’re getting is true or accurate.
Interrogations
Taking a half hour of your client’s time to ask 50 questions over the phone or in person, feels like an interrogation. Clients feel uncomfortable and put on the spot to answer a question and end up guessing. It hinders building rapport and trust.
Data Prefill
“60% of the time, it works every time.” The combination of low match rates, unclear data sources, and not knowing when the data was updated, is a recipe for disaster. If the data is incorrect and if you can't trust the data, then you can't be a trusted advisor.
Dec Page Scavenger Hunt
Most people struggle to locate their dec page, as it is often misplaced or discarded. Online portals only add to the frustration when trying to find the right documents. Agents end up with large files, blurry photos, and redacted documents.
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Join over 10,000 insurance agents already using Canopy Connect.
MODERN INSURANCE DATA INTAKE
Intake Insurance Information Like a Pro
Speed, accuracy, and convenience are core to a great insurance intake process. It's a modern experience that minimizes data entry and is integrated with the systems you use most.
Verified Carrier Data
The most accurate and up-to-date policy data comes directly from the insurance carrier. Through Canopy Connect's consumer-permissioned data sharing technology, you can get it all in a few seconds from more than 300 insurance carriers.
Dec Page Upload
If your client has their dec pages on hand, they can easily upload it to the platform. Canopy Connect's DecSight accurately extracts the information in a dec page and structures it into usable data.
Data Enrichment
Enhance verified carrier data with additional information that you'll need to finish your quote. Automatically enrich property and building data at no extra cost. Optionally enrich household, driver licenses, and driving records.
Custom Forms
Still need more information from a prospect? Create custom forms to gather any information that you wouldn't get from the carrier and data enrichment. Keep your custom forms short for maximum conversion.
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
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
What Are You Waiting For?
Plans start at $100 and include a 14-day free trial.
INSURANCE DATA INTAKE PLATFORM
Data and Documents
Canopy Connect Insurance Data Intake Platform gets you access to all the data you need.
Personal Policy Details
See premiums, coverages, limits, and deductibles for home, auto, and specialty lines.
Commercial Policy Details
See premiums, coverages, limits, and deductibles for multi-peril, workers compensation, commercial auto, and more.
Declaration Pages
View PDFs of the most recent declaration pages for all lines.
Additional Documents
View PDFs of ID cards, endorsements, binders, verification of insurance, insurance applications., and renewal notices.
Contact Information
Get names, phone numbers and emails.
Drivers
Names, DOBs and driver's license numbers.
Vehicle, Home, and Asset Information
VIN, year, make, model, and property address.
Enriched Property Data
Enrich property data to include square footage, number of bedrooms and bathrooms, roof shape/type and more.
Claims, Incidents and Driving Records
Up to seven years of history with the current carrier. Available with select carriers.
Loss Runs Summaries
Commercial loss runs are generated in seconds with data directly from the carrier.
Document History
Up to seven years of documents, including declaration pages, endorsements, proof of insurance and more.
1:1 Team Onboarding and Training
Schedule a personalized training for your team with a Canopy Connect expert, and attend any of our drop-in training sessions.
Start Your 14-day Free Trial
Join over 10,000 insurance agents already using Canopy Connect.
Platform Features
A feature-rich insurance data intake platform built to help your agency collect insurance information fast.
Permissioned Policy Sharing
Empower clients to share policy information directly from the carrier in just a few seconds.
DecSight Document Upload
Enable document upload, then accurately extract the underlying information in a dec page and have it structured into usable data.
Custom Forms
Create custom forms to gather the information that you wouldn't get from the carrier and data enrichment.
Branded Experiences
Upload your logos or photos and customize colors and messages to ensure a consistent client experience.
Links and QR Codes
Generate custom links for your producers, staff, referral partners, and for different lead source tracking.
Email and Text Templates
Access several templates for inbound and outbound use. Create and customize templates for your team.
Send Links Through Email or Text
Send SMS texts and emails directly through Canopy Connect.
Embed on Your Website
Add a Canopy Connect module directly on your website to increase functionality and conversions.
Track Wins and Losses
See how your team is utilizing their links to know how Canopy Connect is increasing their closing ratio.
Share Information with Your Team
Choose which links each user can see activity for—share insurance pulls between teammates instantly.
Support When You Need It
Get help when you need it through chat or email. Canopy Connect is easy to use, but if you ever need a hand, we're just a click away.
Onboarding and Training
Group onboarding sessions are scheduled daily. Or, Book a 1:1 onboarding meeting with your team.
Do More with Integrations
Send insurance information to the systems you use most, without data entry.
EZLynx Rater
Send collected insurance data directly into EZLynx comparative rater for a more accurate pre-fill alternative.
PL Rating by Vertafore
Send collected insurance data directly into PL Rating for instant quoting from hundreds of carriers.
Integration: Hawksoft
Send collected insurance information to Hawksoft without any manual data entry.
Agency MVP
Prioritize leads and automate texts and emails that use your Canopy Connect link to collect insurance information, then sync it with your rater.
InsuredMine CRM
Send collected insurance data to InsuredMine CRM to enhance data richness and improve lead flow.
AgencyZoom™ by Vertafore
Send lead information into AgencyZoom to stay on top of new business.
TESTIMONIALS
Canopy Connectors
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
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.