INSURANCE DATA INTAKE

Verified Data from the Insurance Carrier

Through Canopy Connect's consumer-permissioned data sharing technology, you can get verified policy data and more in a few seconds from more than 300 insurance carriers.
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The AC Companies
INSURANCE DATA INTAKE

Verified Insurance Information

Personal or Commercial Policy Details

See premiums, coverages, limits, and deductibles for home, auto, and specialty lines.

Declaration Pages & Documents

View PDFs of the declaration pages for all lines. View PDFs of ID cards, endorsements, binders, verification of insurance, insurance applications., and renewal notices

Drivers and Contact Information

Search for information about a driver before pulling a costly MVR. Get insights into whether a driver has major or minor violations. You can use this information to determine which carrier is the best fit for your prospect.

Claims, Incidents and Driving Records

Up to seven years of history with the current carrier. Available with select carriers.

Vehicle Information

VIN, year, make, and model of vehicles —cars, trucks, motorcycles, RVs, boats, and more.

Property and Building Data (Enriched)

Get detailed property data that includes property information, building characteristics, and valuations. See square footage, bedrooms and bathrooms, year built, roof shape and type, foundation type, heating and cooling info, and more.
Canopy Connect dashboard showing auto and homeowners policy data
Submission view with auto policy information and homeowners policy information with enriched property data.

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Join over 10,000 insurance agents already using Canopy Connect.
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Todd informs Kathy of new regulations
INSURANCE DATA INTAKE

Why Carrier Data is Key

When you get policy data and documents from the carrier, you can trust that it’s accurate.

Your clients can securely share their current policy information with you, simply by signing in. No more miscommunication of coverages, limits, deductibles, vehicles, or claims.

No more blacked out dec pages.

No more, “I think I have full coverage.”

No more, “I forgot about that claim.”

Armed with the right information, you can really be that trusted advisor and properly protect your clients and give them peace of mind.
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
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.
Connected insurance carriers

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.
Custom forms in Canopy Connect

Custom Forms

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.
DecSight - Upload a Dec Page, then read and structure it into usable data

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

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.
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 of Powers Insurance Experts
Jeremy Powers
Owner
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 Van Der Giessen, Producer at Rice Insurance
Shane Vander Geissen
Producer
Trucordia

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, TWFG Agency Owner
Josh Miner
Owner
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 - Allstate Agency Owner
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 of Catalyst Insurance Group
J.C. Wogomon
Owner
Catalyst Insurance Group

Book a Demo

Schedule a demo and consultation with a Canopy Connect expert to see how it can work with your insurance agency.