Canopy Connect Integrations

Integrate Canopy Connect With The Applications You Use Daily

Populate info into EZLynx 📈

Do you use EZLynx? Want to type out less keystrokes into your rater? Populate info into your EZLynx rater without lifting a finger. Setup a Canopy Connect ➡️ EZLynx Zap in under 10 minutes.

X-Date Campaign 📅

With X-dates, coverages and premium populated into your CRM via Canopy Connect, your CRM can execute a highly personalized 🎯 X-date campaign. We integrate with all of the CRMs below - and any CRM on Zapier.

Send Docs to Stakeholders 📩

No more juggling documents! Send homeowners dec pages to your mortgage lender partner. Send auto dec pages to your client for convenience. Automatically. Even while you're sleeping. Setup a Canopy Connect ➡️ Gmail Zap in under 5 minutes.

EZLynx

Agency Zoom

Better Agency

Google Sheets

Gmail

Facebook Lead Ads

Mailchimp

ActiveCampaign

Constant Contact

Forge3

Infusionsoft by Keap

Gravity Forms

Hubspot

Salesforce

RingCentral

Pipedrive

HighLevel

Twilio

ClickFunnels

Wufoo

Dropbox

Microsoft Excel

Google Drive

Slack

JotForm

Typeform

Zoho CRM

Trello

Intercom

Evernote

Microsoft Office 365

Calendly

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

Any more questions?

Start now or talk to us today.

Don't see your software above?

Talk to us. We're here for you ❤️