Forms for Insurance Data Intake

Recommended by Top Agencies, Networks, Training Organizations

INSURANCE DATA INTAKE

A Smart Form Experience

Complement Carrier Data

Carrier data greatly reduces the questions you need to ask on a form. So you're able to keep forms short and make your intake process lightning fast.

Customizable and Flexible

Tailor forms to find the right balance, getting the data you need while keeping forms short. Use pre-built modules and questions to get accurate answers.

Integrated for Efficiency

Collect the information you need and instantly route it to your rater, CRM, or AMS to accelerate quoting, eliminating manual entry and boosting team efficiency. Trigger workflows across systems when a submission is completed.

Elevate Your Client Experience

Your clients will readily embrace this tech-forward approach to sharing their insurance information, dramatically reducing the need for extra phone calls and back-and-forths.

Form flow builder that shows adding a custom question set to capture additional vehicle information.

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Commercial insurance meeting with a client

INSURANCE DATA INTAKE

Get a Complete Insurance Profile

With Canopy Connect's intake forms, you get a head start on a complete insurance profile. Start by retrieving verified policy data from the carrier, then our client can confirm or edit pertinent information. Ask them whatever you need to, and pull from our library of intake questions.

Traditional intake forms can be frustrating—either a long forms with endless questions, or you don't get enough information to properly advise a client and quickly run quotes.

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.