Quickly, easily, and securely import your prospect's complete insurance information, incl. dec pages. All Personal Lines policies.
Choose between month to month contract or annual savings.
| Month to Month | Annual | |
|---|---|---|
| Up to 100 data pulls per month | Up to 1200 data pulls per year | |
| $99/mo | ||
| Annual discount (2 months free!) | - | 16% |
| 14 Day Free Trial | ||
| Declarations Pages across ALL personal lines! | ||
| Contact Information: name, phone and email | ||
| Drivers: names, DOBs and DLs | ||
| Policy Details: Premiums, Limits, Deductibles | ||
| Vehicle, Home, and Asset details on all PL | ||
| All Policy DocumentsIncludes Dec Pages, Verification of Insurance, Insurance Binders, Applications, ID Cards and Claims | ||
| Claims History | ||
| Free accounts for everyone in your team | ||
| Team + link customization | ||
| 1:1 Onboarding for you and your teamAccess to our Onboarding Program with our Onboarding Experts to help get you and your team up and running in no time | ||
| Integrations into your CRM, AMS & Rater | ||
| 👉 START FREE TRIAL 👈 | 👉 START FREE TRIAL 👈 |
Looking for API pricing? API Access
Let's talk about your agency and how we might help.
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.
“Canopy has become a powerful tool in the growth of our agency, improving quote turnaround time and sales. It allows us to easily capture the needed information including the current premiums – giving you the insight you need to price strategically. We now enjoy a 60% hit ratio from prospects that have used the Canopy link!
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! Turnaround goes from days/weeks to minutes/hours and keeps the process moving forward!
