5 Entries to Win a $250 Gift Card
Book a Demo
Schedule a 1:1 demo with us and we'll show you all the ins-and-outs of how top agents are using Canopy Connect to collect verified insurance information for personal and commercial.
1 Entry to Win
$250 Gift Card
Simply fill out this form for your chance to win!
FEATURED INTEGRATIONS
Integrated with PL Rating, CRQ, & AgencyZoom
PL Rating
Streamline the quoting process by pushing collected insurance data directly into PL Rating to eliminate data entry, improve accuracy, and speed up quote turnaround times.
AgencyZoom
Collect verified lead and insurance data through Canopy Connect and send lead information into AgencyZoom™ to stay on top of new business.
More Integrations
Canopy Connect has diret integrations with major comparative raters, AMS, CRM systems, and more.
EXCLUSIVE OFFER
Only for NetVU Attendees
Free 14-day trial on all plans, plus $50 off your first months.
Scratch
$100/month
For individual insurance agency owners and producers with small teams.
30 Policy Points included
3 users included (+$10/user)
Retrieve personal P&C policies including policy details, declaration pages, claims history, and more.
One personal lines submission requires one Policy Point.
One personal lines submission requires one Policy Point.
Standard form builder
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Drop-in group onboarding and training.
Additional Policy Points are billed at $4 each.
Commercial lines policies are not included with this plan.
Direct integrations are not included with this plan.
Add-on and advanced features such as data enrichment, monitoring, and custom forms are not available with this plan.
Elevate
Most Popular
$250/month
For growing agencies that want integrations and advanced features.
100 Policy Points included
5 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, or driver insights are available for a small fee. 10 adhoc property lookups included. Contact our support team to activate after signup.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Policy Points are billed at $3 each.
Peak
$525/month
For mid-sized agencies that want integrations and advanced features.
300 Policy Points included
10 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, driver insights, adhoc property data lookups. 10 of each included.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Policy Points are billed at $2 each.
Scratch
$90/month
$1,080/year paid annually
For individual insurance agency owners and producers with small teams.
30 Policy Points included
3 users included (+$10/user)
Retrieve personal P&C policies including policy details, declaration pages, claims history, and more.
One personal lines submission requires one Policy Point.
One personal lines submission requires one Policy Point.
Standard form builder
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Drop-in group onboarding and training.
Additional Policy Points are billed at $4 each.
Commercial lines policies are not included with this plan.
Direct integrations are not included with this plan.
Add-on and advanced features such as data enrichment, monitoring, and custom forms are not available with this plan.
Elevate
Most Popular
$225/month
$2,700/year paid annually
For growing agencies that want integrations and advanced features.
100 Policy Points included
5 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, or driver insights are available for a small fee. 10 adhoc property lookups included. Contact our support team to activate after signup.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Policy Points are billed at $3 each.
Peak
$473/month
$5,670/year paid annually
For mid-sized agencies that want integrations and advanced features.
300 Policy Points included
10 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, driver insights, adhoc property data lookups. 10 of each included.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Policy Points are billed at $2 each.
INSURANCE DATA INTAKE
How Canopy Connect Works
1. Send Link
Text or email your custom Canopy Connect link to your prospect. You can also embed a widget directly into your website.
2. Client Signs In
Your prospect selects their carrier and authenticates. They are done importing their insurance in less than 10 seconds. They can answer any additional questions you ask.
3. View Policy Information
You can view the imported structured data as well as recent documents including declaration pages from all policies in the account in the agent dashboard.
TESTIMONIALS
You're in Great Company
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
Powers Insurance Experts
Powers Insurance Experts
THE FINE PRINT
General Rules
No purchase necessary.
Sponsor may replace the prize with a similar prize at their discretion.
Drawing for winner will take place on Tuesday, May 13, 2025. Winner will be notified by email or phone (if provided), and will have 48 hours to respond to claim prize.
Sponsor may replace the prize with a similar prize at their discretion.
Drawing for winner will take place on Tuesday, May 13, 2025. Winner will be notified by email or phone (if provided), and will have 48 hours to respond to claim prize.