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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.
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!