PL Rating Integration

Streamline the quoting process by pushing collected insurance data directly into Vertafore's PL Rating to improve accuracy, speed, and competitiveness, so agents can position quotes that are 5-times more likely to win.

Already using Canopy Connect and PL Rating? Setup Integration ยป

PL Rating Pre-Fill Integration with Canopy Connect
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How It Works

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.

A Streamlined Workflow

Push Canopy Connect Data to PL Rating

The Right Data, Right Now

Send your prospects a personalized Canopy Connect link via text or email. They can authorize and share their insurance data quickly and securely in seconds. You'll receive:

Policy Details

Premiums, limits, deductibles, dwellings, and vehicles.

Insurance Documents

Declaration pages, ID cards, endorsements, binders, VOI.

Contact Information

Email, phone, and address.

Driver Data

Names, license numbers, and DOBs.

Claims History

Up to seven years of history with the current carrier.

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PL rating by Vertafore

PL Rating Overview

The independent agency's leading personal lines comparative rater

Streamlined Quoting

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

More Revenue

Easily price combined quotes from your carriers in real time and cross-sell with no extra work.

Accuracy & Efficiency

Integrates with your AMS and third-party data.

Easy to Use

Simple and intuitive and effortless to implement.

Setup and Use the Integration

To set up this integration, you will need to be on the Agency Plus or Agency Pro plan with Canopy Connect, as well as an active PL Rating account. Here's how to set it up:

Integration Setup

  1. Using an Administrator account, click on your profile icon (top-right), then select integrations.
  2. Click the Add Integration button.
  3. Choose the PL Rating option.
Once this is enabled, users will see a PL Rating module on each pull activity.

How to Use the PL Rating Integration

  1. From the activity dashboard, expand the data pull you'd like to use.
  2. Review the policy information.
  3. From the PL Rating module under Integrations, select if you'd like to start a quote as a mono-line Auto or Home, or if you'd like to start a multi-line package.
  4. Click the Submit to PL Rating button. A new window will open to PL Rating where you may be prompted to log in.
  5. A new quote will be started in PL Rating with pre-filled fields for all drivers, vehicles properties, and coverages. Complete or modify any additional fields that are required.
  6. From here, you can create a quote as you normally would in PL Rating.
PL Rating in Canopy Connect Activities

Trusted by Leading Associations and Agencies

Hear it from our customers

Gavin Campbell from Rice Insurance discusses his experience using the Canopy Connect integration with Vertafore's PL Rating. He talks about how it has sped up their quoting process to a point where they are able to sync data and generate a quote in a minute.

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Great product. Easy to use. It cuts the time to get through my sales process down by at least 25% by not having to wait for dec pages from the client.

Seth Livingston - The Agency Insurance
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Canopy is MAGICAL! One of the biggest sticking points/delays I have with clients is having them email their prior insurance declarations pages. This eliminates that and clients love it!

Corey Kaster - Insurance Masters NW
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Canopy Connect is the key to the future scalability of our agency. We are sending the Canopy Connect link to every client.

Shane Vander Giessen - Rice Insurance

Ready to Get Started?

Monthly and annual plans are available

Book Your Personalized Demo of Canopy Connect