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|
|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|
|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 👈|
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NCM Insurance Agency achieved record sales because they use Canopy Connect
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!