INSURANCE DATA INTAKE

Policy Paste

Paste verified insurance data directly into any online form, including carrier rating applications to streamline quoting.
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INSURANCE DATA INTAKE

Policy Paste Chrome Extension

Dramatically Reduce Data Entry Time and Errors

Policy Paste eliminates the need to manually re-enter information from Canopy Connect into carrier portals, saving you valuable time. Minimize the risk of typos and inconsistencies, ensuring accurate quotes and reducing potential errors.

Streamline Your Quoting Process

Quickly complete carrier-specific applications to efficiently quote whether you’re using a comparative rater or working directly with an exclusive carrier.

Enhance Data Consistency and Accuracy

Ensure that the verified data collected by Canopy Connect is transferred directly, maintaining its integrity throughout the quoting process.
Policy Paste Chrome Plugin
Policy Paste is a Chrome browser extension.
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INSURANCE DATA INTAKE

Paste Collected Data Anywhere

Policy Paste bridges the gap between Canopy Connect's insurance intake platorm and carrier-specific portals. It allows you to bypass inconsistencies between comparative raters and direct carrier applications.

Ideal for exclusive agents and those seeking to optimize their workflow, Policy Paste minimizes tedious data entry, maximizing your time for building client relationships and closing deals.
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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

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