Canopy Connect for Your Agency

Quickly, easily, and securely import your prospect's complete insurance information, incl. dec pages. All Personal Lines policies.

Simple, transparent pricing. Free trial on all plans.

Choose between month to month contract or annual savings.

Month to MonthAnnual
Up to 100 data pulls per monthUp to 1200 data pulls per year
$99/mo$1,188 $1,000/yr
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

Looking for API pricing? API Access

Still have any questions?

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

Hear It From Our Customers

NCM Insurance Agency achieved record sales because they use Canopy Connect

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See What Agents and Owners Have to Say

β€œCanopy 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!

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/weeks to minutes/hours and keeps the process moving forward!

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 β€œfull coverage” so this helps me build a wedge between their current policy and what I can offer.

Josh Miner - TWFG

Ready to Get Started?