For Insurance Agencies
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Get access to your prospect's current coverages, premiums, deductibles, and declaration pages so you can provide faster, more accurate quotes that win.
Free 14-day trial on all plans
For individual insurance agency owners and producers with small teams.
For growing agencies that need integrations into their other systems.
For larger agencies with complex needs that need customization and dedicated support.
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?
Let's talk about your agency and how we might help.
“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.
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.
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.