Canopy Connect Pricing for Agencies

Get access to your prospect's current coverages, premiums, deductibles, and declaration pages so you can provide faster, more accurate quotes that win.

Choose a Plan That's Right for Your Agency

Free 14-day trial on all plans

Annual
Monthly

Agency Starter

For individual insurance agency owners and producers with small teams.

$90/month
($1,080/year paid annually)
$100/ month
(No annual commitment)
  • All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more. See below.
  • 5 users included (+$15/user)
  • Up to 50 data pulls per month (+$3/additional pull)
  • Zapier access for integrations with EZLynx, Agency Zoom, Better Agency, and more
  • Drop-in group onboarding sessions
START FREE TRIALSTART FREE TRIAL

Agency Plus

For growing agencies that need integrations into their other systems.

$225/month
($2,700/year paid annually)
$250/ month
(No annual commitment)
  • All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more. See below.
  • 10 users included (+$15/user)
  • Up to 125 pulls per month (+$2/additional pull)
  • Zapier access for integrations with EZLynx, Agency Zoom, Better Agency, and more
  • Direct integrations into PL Rating, EZLynx, and Agency MVP
  • 1:1 personalized onboarding for your team
START FREE TRIALSTART FREE TRIAL

Agency Pro

For larger agencies with complex needs that need customization and dedicated support.

  • Collect all personal policy details, declaration pages, and more from your prospects. See core Canopy Connect features below.
  • 10 users included (+$25/user)
  • Custom # pulls per month
  • Zapier access for integrations with EZLynx, Agency Zoom, Better Agency, and more
  • Direct integrations into PL Rating, EZLynx, and Agency MVP
  • API access for custom integrations, website, and app development
  • 1:1 personalized onboarding and training for your team
BOOK A DEMOBOOK A DEMO

All Plans Include Canopy Connect's Core Features


Data and Documents

Personal policy details

See premiums, coverages, limits, and deductibles for home, auto, specialty, and life insurance lines.

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.

Included Platform Features

Customized branding

Custom Links and QR Codes

Custom email and text templates

Send links through email, SMS (text), or Facebook

Embed an import module on your website

Track wins and losses on pulls

Share pulls with your team

Support via chat or email

Looking for API pricing? API Access

Still Have Any Questions?

Let's talk about your agency and how we might help.

Agent Success Stories

Watch more agent success videos »

Trusted by

See What Agents and Owners Have to Say

“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 us the insight you need to price strategically.

Stewart Farris - CRM / President
Farris Insurance Advisors

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 and weeks to minutes and hours.

Corey Kaster - Insurance Masters NW

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.

Josh Miner - TWFG

Ready to Get Started?

Book Your Personalized Demo