PRICING
Plan Recommendations
Select which best describes the policies you need to view:
Canopy Connect Plus
Most Popular
For growing businesses that need integrations into their other systems. Plan highlights:
All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more.
10 users included (+$15/user)
125 personal lines pulls per month (+$2/additional pull)
Custom Forms & Standard Forms
Enriched property and mortgagee data
Direct integrations into raters, AMS, and CRMs including PL Rating, EZLynx Rater QuoteRUSH, Applied Epic, HawkSoft, and more.
Zapier access for connecting with Better Agency, Hubspot, Salesforce and more
Policy Edits—modify vehicles and mortgagees.
Up to seven years of document history
1:1 personalized onboarding for your team
Canopy Connect Duo
For lower-volume businesses that sell personal and commercial lines. Plan highlights:
All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more.
5 users included (+$15/user)
50 personal lines submissions per month (+$2/additional pull)
20 commercial submissions per month (+$12/additional pull)
Commercial loss run summaries included
Zapier access for connecting with Better Agency, Hubspot, Salesforce and more
Standard Forms
1:1 personalized onboarding for your team
Direct integrations are not included in this plan.
Canopy Connect Complete
For businesses that need access to personal and commercial lines. Plan highlights:
All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more. See below.
10 users included (+$15/user)
125 personal lines submissions per month (+$2/additional submission)
50 commercial lines submissions per month (+$10/additional submission)
Custom Forms & Standard Forms
Enriched property and mortgagee data
Loss run summaries included
Direct integrations into raters, AMS, and CRMs including PL Rating, EZLynx Rater QuoteRUSH, Applied Epic, HawkSoft, and more.
Zapier access for connecting with Better Agency, Hubspot, Salesforce and more
Policy Edits—modify vehicles and mortgagees.
Up to seven years of document history
1:1 personalized onboarding for your team
Canopy Connect Commercial
For businesses that primarily verify commercial insurance policies. Plan highlights:
All core Canopy Connect features including retrieval of policy details, declaration pages, and more.
10 users included (+$15/user)
50 commercial lines submissions per month (+$10/additional submission)
Custom Forms & Standard Forms
Loss run summaries included
Direct integrations into EZLynx, PL Rating, QuoteRUSH and more
Zapier access for connecting with Better Agency, Hubspot, Salesforce and more
Enriched property and mortgagee data
Up to seven years of document history
1:1 personalized onboarding for your team
Need More? You Need Canopy Pro.
A custom plan for larger businesses that need more users, more data pulls, and more customization.
STANDARD IN ALL PLANS
Data and Documents
All plans receive access to the following data and documents.
Personal Policy Details
See premiums, coverages, limits, and deductibles for home, auto, and specialty lines. Available for all plans except Agency Commercial.
Declaration Pages
View PDFs of the most recent declaration pages for all lines.
Additional Documents
View PDFs of ID cards, endorsements, binders, verification of insurance, and insurance applications.
Contact Information
Get names, phone numbers and emails.
Drivers
Names, DOBs and driver's license numbers.
Vehicle, Home, and Asset Information
VIN, year, make, model, and property address.
Claims, Incidents and Driving Records
Up to seven years of history with the current carrier. Available with select carriers.
Data Enrichment
Lookup household drivers and vehicles, driver's license, and Driving Record IQ. Available on all plans as an add-on.
Included Platform Features
Permissioned Policy Sharing
Empower clients to share policy information directly from the carrier in just a few seconds.
DecSight™ Document Upload
Enable document upload, then accurately extract the underlying information in a dec page and have it structured into usable data.
Standard and Custom Forms
Use standard form set to confirm collected data like DOB, license numbers, and demographic information. Create custom forms to gather all the information you want.
Branded Experiences
Upload your logos or photos and customize colors and messages to ensure a consistent client experience.
Custom Links and QR Codes
Generate custom links for your producers, staff, referral partners, and for different lead source tracking.
Custom Email and Text Templates
Access several templates for inbound and outbound use. Create and customize templates for your team.
Send Links Through Email or SMS (Text)
Send emails and texts directly through Canopy Connect, and track their status all the way to a completed submission.
Embed an Import Module on Your Website
Add a Canopy Connect module directly on your website to increase functionality and conversions.
Track Wins and Losses
See how your team is utilizing their links to know how Canopy Connect is increasing their closing ratio.
Share Information with Your Team
Choose which links each user can see activity for—share insurance pulls between teammates instantly.
Support When You Need It
Get help when you need it through chat or email. Canopy Connect is easy to use, but if you ever need a hand, we're just a click away.
Drop-in Onboarding and Training
Group onboarding sessions are scheduled several times each week. Advanced plans include 1:1 training and onboarding.
Do More with Agency Plus
More Users and More Pulls
Get 10 seats and 125 insurance pulls each month. If you need more, it's only $2 per additional pull.
Enriched Property Data
Enrich property data to include square footage, number of bedrooms and bathrooms, roof shape/type and more.
Document History
Up to seven years of documents, including declaration pages, endorsements, proof of insurance and more.
Comparative Rater Integrations
Send collected insurance data directly into EZLynx, PL Rating, QuoteRUSH, and TurboRater to generate quotes fast.
CRM Integrations
Send collected insurance data directly into Agency MVP, InsuredMine, and AgencyZoom to stay on top of sales.
AMS Integrations
Send collected insurance information to Hawksoft without any manual data entry.
Website Integrations
Embed rich experiences natively with websites powered by GravityCerts, BrightFire, and more.
1:1 Team Onboarding and Training
Schedule a personalized training for your team with a Canopy Connect expert, and attend any of our drop-in training sessions.
Commercial Features
Commercial Policy Details
See premiums, coverages, limits, and deductibles for multi-peril, workers compensation, commercial auto, and more. Available in all plans except Agency Commercial.
Loss Runs Summaries
Loss runs are generated in seconds with data directly from the carrier.
Insured Asset Information
Vehicle information including VINs, year, make, and model. Business and property addresses and related property data.
MORE SOLUTIONS
Not Only for Insurance Agencies
Mortgage Lending
Close home loans faster with instant insurance verification built into your loan processing workflow.
Loan Servicing
Protect your lenders and investors by verifying and monitoring collateral assets are properly insured, now and in the future.
Auto Finance
Ensure that borrowers have the right coverage for their vehicles before finalizing auto loans and leases.
Insurance Carriers
Deliver a better quoting experience and improve servicing for clients, agents, and partners.
Driver Compliance
Confirm that your employees and contract drivers are properly covered when using company vehicles or their own.
Embedded Insurance
Embed insurance intelligence into your applications to drive cross-selling opportunities or launch an insurance marketplace.