Data Enrichment for Insurance Data Intake

Recommended by Top Agencies, Networks, Training Organizations

IAOA - Independent Agency Owners Association

INSURANCE DATA INTAKE

Instant Data Enrichment

Household Drivers and Vehicles

See the drivers and vehicles in a household—quickly and accurately. See driver names, dates of birth, marital status, and gender. See vehicle VIN, year, make, model, purchase date, lien holders, and more.

Driver License Lookup

Quickly look up a client’s driver’s license number so you can proceed with an accurate quote.

Driver Insight

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.

Property and Building Data

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.

Automatically enriched property data is added to property policies in he Canopy Connect intake platform.

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INSURANCE DATA INTAKE

Fill in the Blanks with Enriched Data

Sometimes you don’t get all the information you need. Carriers don't all return the same data. Clients may not know a spouse’s driver’s license number. A form field may have been answered wrong.

Data Enrichment searches enable agents to retrieve information for clients. We extract data from both public records and exclusive databases to help you understand your potential client better.

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.

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

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

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.