Canopy Connect Integrations

Integrate Canopy Connect with the applications you use every day.

Try Our Zapier AppBuild with Our API
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FEATURED INTEGRATION
PL Rating by Vertafore

Streamline the quoting process by pushing collected insurance data directly into Vertafore's PL Rating to eliminate data entry, improve accuracy, and speed up quote turnaround times.

Send your Canopy Connect link to your prospect to collect insurance data in seconds.

Once the prospect selects and signs into their carrier, you'll receive their insurance data into your Canopy Connect dashboard.

Review policy information in Canopy Connect and send it to PL Rating with one click.

Start a new quote in PL Rating with collected insurance data accurately pre-filled. No more double data entry required.

Create a competitive quote positioned to win.

PL Rating lets you offer multiple competitive personal lines quotes in the time it takes to get one quote from a carrier's website.

 
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Agency MVP is Integrated with Canopy Connect

INTEGRATION
Agency MVP

Agency MVP prioritizes leads and automates texts and emails that use your Canopy Connect link to collect insurance information, then syncs it with your rater.

Use your Canopy Connect links in your Agency MVP workflows and text templates.

View all of your leads' policy information on the household’s details page in Agency MVP.

Send household and insurance information directly to your rater without manually re-entering data, so you can provide accurate, fast, and competitive quotes.

Special offer for Canopy Connect customers: Get a 14-day free trial plus 15% off any Agency MVP plan.

 
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INTEGRATION
Zapier

You can automate your tasks and save more time for what matters most by connecting Canopy Connect with thousands of the most popular apps using Zapier—no coding is necessary.

Canopy Connect → Agency Zoom

With X-dates, coverages and premium populated into AgencyZoom via Canopy Connect, you can execute a highly personalized X-date campaign.

Canopy Connect → Better Agency

Use Better Agency's library of built-in automation campaigns to set up automated follow-ups that include your Canopy Connect link to capture insurance data.

Canopy Connect → Salesforce

Create and update leads and contacts, add to campaigns, and add files when you receive new Canopy Connect submissions.

 
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Integrate via Zapier

Agency Zoom

Better Agency

Typeform

Forge3

Gravity Forms

JotForm

Salesforce

Pipedrive

Mailchimp

Constant Contact

ActiveCampaign

HighLevel

Hubspot

ClickFunnels

Twilio

Facebook Lead Ads

RingCentral

Google Drive

Slack

Intercom

Gmail

GravityCerts

INTEGRATION
GravityCerts

With GravityCerts' integration between Gravity Forms and Canopy Connect, you can populate your quote intake forms with info imported from Canopy Connect. Pre-populate insured info, property info, drivers, vehicles, policy info, and even documents.

Speed up the quote intake process by 10x because the majority of your forms will be populated automatically.

Your prospect selects their current insurance carrier and grants access to import their insurance in less than 12 seconds.

Data from Canopy Connect is stored as Entry data so it’s easy to export or save the full quote submission as a PDF.

GravityCerts is a website builder and insurance agency dashboard that is deeply integrated into your favorite agency tools.

 
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API Solutions from Canopy Connect

At Canopy Connect we understand the insurance ecosystem is fragmented. We know a lot of your tools don't talk to one another. We're here to help.

In addition to the integrations you see above, you can also populate info like premiums, limits, deductibles, VINs, DLs and dwellings into your rater, AMS, CRM or custom backend using our Open API.

A few things our customers are building with our platform:

  • Instant apples-to-apples quoting. Show your prospect "we can save you $XXX on your auto or $X,XXX if you bundle your home"
  • Do you have binding authority? Offer instant quote and bind off apples-to-apples data coming directly from the current carrier
  • Instantly verify (and continuously monitor) auto insurance for your independent contractors
  • Instantly verify homeowners insurance to complete a mortgage or refinancing

Don't see your software above?

Talk to us. We're here for you ❤️