INTEGRATION

PL Rating Integration

Streamline the quoting process by pushing collected insurance data directly into Vertafore's PL Rating to improve accuracy, speed, and competitiveness. Create quotes that are twice as likely to win.
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PL Rating Integration with Canopy Connect
PL Rating by Vertafore

How it Works

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.
STREAMLINE YOUR WORKFLOW

Push Canopy Connect Data to PL Rating

INSURANCE DATA

250+ Insurance Data Fields

Get access to fully structured P&C personal and commercial insurance data via API.
Go fast live with our SDK.

Auto Policy

Policy #
AUI92837
Policy Start
07/07/2024
Policy End
01/06/2025
Premium
$487.71
Coverage
Limits
Ded.
Premium
Collision
$500
$167.84
Comp
$500
$79.23
BI
$100k - $300k
$104.30
PD
$50k
$116.17
UIM
$15k - $30k
$20.17

Homeowner Policy

344 Clinton Street, Brooklyn, NY 11231
Policy #
HOI3248
Policy Start
07/07/2024
Policy End
07/06 2025
Premium
$1,717.41
Coverage
Limits
Premium
Dwelling
$288,380
$1,430.12
Other Structures
$28,838
$32.76
Personal Property
$144,190
$170.62
Loss of Use
$57,676
$62.03
Personal Liability
$100,000
$14.02
Medical
$1,000
$7.86

Vehicle Information

2018 Chevrolet Camaro (ZL-1)
VIN
1G1FK1R62J0158884
Annual Mileage
10,298
Ownership Type
Finance
Lien Holder
NCM Financial
Vehicle Use
Personal; Commute;

Driver Information

Clark Joseph Kent
License Number
012456987
License State
New York
Date of Birth
07/03/1987
Age
37
Gender
Male
Marital Status
Single
Education Level
Bachelors
Occupation
Reporter

Claims History

Auto Policy: #AU192837
Date
Type
Payout
05/22/2022
Accident
$3,832
03/25/2019
Windshield
N/A
01/02/2018
‍
Theft
$18,291
Homeowner Policy: #HOI13248
Date
Type
Payout
12/18/2021
Wind/Hail
$5,217
09/23/2019
Fire
$12,255
11/29/2017
Water
$8,460

Property Data

344 Clinton Street, Brooklyn, NV 11231
Year Built
1950
Property Class
Single Family
Square Footage
934
Bedrooms
2
Full Bathrooms
2
Partial Bathrooms
1
Stories
2
Units
1
Purchase Date
06/29/2016
Purchase Price
$340,000
Last Updated
04/14/2022

Building Data

344 Clinton Street, Brooklyn, NY 11231
Construction Type
Brick
Wall Type
Brick
Foundation Type
Concrete
Frame Type
Wood
Roof Cover
Single
Roof Shape
Pyramid
Cooling Type
Central
Heating Fuel
Gas
Has Fireplace
Yes
Pool Type
No Pool
Garage Type
Attached, 1-Car
Garage Square Ft
240
Parking Spaces
1

Property Value Data

344 Clinton Street, Brooklyn, NY 11231
Assessed Values
Improvement Value
$114,126
Land Value
$171,158
Total Value
$285,284
Market Values
Improvement Value
$152,334
Land Value
$288,501
Total Value
$380,835
Owners
Owner 1 First Name
Clark
Owner 2 Last Name
Kent
Owner 2 First Name
Lois
Owner 2 Last Name
Lane

Business Owner Policy

Policy
BO132483
Policy Start
07/07/2024
Policy End
07/06/2025
Named Insureds
Daily Planet Publishing
EIN
01-2345678
NAICS
511110
Email
pwhite@theplanet.com
Phone
(888) 555-0000
Mailing
220 E 42nd St. Suite 3700, New York, NY 10017

Loss Run Summaries

Claim #
123554
Occured
02/21/2023
Filed
02/22/2023
Type
Burglary and Theft
Paid
$27,000
Reserved
$5,000
Claim #
122198
Occured
09/23/2020
Filed
09/23/2020
Type
Vehicle Accident
Paid
$13,692
Reserved
$3,000

Commercial Auto Policy

Policy #
CA4892274
Policy Start
07/07/2024
Policy End
01/06/2025
Premium
$5,5948
Coverage
Limits
Ded.
Premium
Collision
$500
$1,928
Comp
$500
$964
BI
$500k - $1M
$1,116
PD
$50k
$1,317
UIM
$30k - $60k
$269

‍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.
Explore PL Rating
Danielle runs a quote for her client
Gina sets up the integration
GET STARTED

Set Up 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.
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.

Start Your 14-day Free Trial

Join over 10,000 insurance agents already using Canopy Connect.
Sign Up
STREAMLINE YOUR WORKFLOW

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.
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
Rice Insurance

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

Book a Demo

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