Free 14-day trial on all plans
Data and Documents
See premiums, coverages, limits, and deductibles for home, auto, and specialty lines.
View PDFs of the most recent declaration pages for all lines.
View PDFs of ID cards, endorsements, binders, verification of insurance, and insurance applications.
Get names, phone numbers and emails
Names, DOBs and driver's license numbers
VIN, year, make, model, and property address
Up to seven years of history with the current carrier. Available with select carriers.
Included Platform Features
Agency Plus and Pro plans have additional included features as well as premium add-on features and functionality.
Automatically enrich property data points with square footage, number of bedrooms/bathrooms, roof shape/type and more. Included with Plus/Pro, and an add-on to Starter.
Streamline the quoting process by pushing collected insurance data directly into Vertafore's PL Rating
Your prospect's insurance information will appear automatically in Agency MVP.
Up to seven years of document history, including declaration pages, endorsements, proof of insurance and more.
Collect accurate information across your prospect's commercial insurance policies.
Generate loss run reports without notifying the current agent of record.
SSO allows users to sign into Canopy Connect securely through a SAML-baed SSO provider. Included and available to be activated on Agency Pro or API plans.
Looking for API pricing?