PRICING
Choose a Plan That's Right for Your Agency
Free 14-day trial on all plans
Scratch
$100/month
For individual insurance agency owners and producers with small teams.
30 Policy Points included
3 users included (+$10/user)
Retrieve personal P&C policies including policy details, declaration pages, claims history, and more.
One personal lines submission requires one Policy Point.
One personal lines submission requires one Policy Point.
Standard form builder
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Drop-in group onboarding and training.
Additional Policy Points are billed at $4 each.
Commercial lines policies are not included with this plan.
Direct integrations are not included with this plan.
Add-on and advanced features such as data enrichment, monitoring, and custom forms are not available with this plan.
Elevate
Most Popular
$250/month
For growing agencies that want integrations and advanced features.
100 Policy Points included
5 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, or driver insights are available for a small fee. 10 adhoc property lookups included. Contact our support team to activate after signup.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Policy Points are billed at $3 each.
Peak
$525/month
For mid-sized agencies that want integrations and advanced features.
300 Policy Points included
10 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, driver insights, adhoc property data lookups. 10 of each included.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Policy Points are billed at $2 each.
Scratch
$90/month
$1,080/year paid annually
For individual insurance agency owners and producers with small teams.
30 Policy Points included
3 users included (+$10/user)
Retrieve personal P&C policies including policy details, declaration pages, claims history, and more.
One personal lines submission requires one Policy Point.
One personal lines submission requires one Policy Point.
Standard form builder
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Drop-in group onboarding and training.
Additional Policy Points are billed at $4 each.
Commercial lines policies are not included with this plan.
Direct integrations are not included with this plan.
Add-on and advanced features such as data enrichment, monitoring, and custom forms are not available with this plan.
Elevate
Most Popular
$225/month
$2,700/year paid annually
For growing agencies that want integrations and advanced features.
100 Policy Points included
5 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, or driver insights are available for a small fee. 10 adhoc property lookups included. Contact our support team to activate after signup.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Policy Points are billed at $3 each.
Peak
$473/month
$5,670/year paid annually
For mid-sized agencies that want integrations and advanced features.
300 Policy Points included
10 users included (+$15/user)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
One personal lines submission requires one Policy Point.
One commercial lines submission requires five Policy Points.
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history. Contact support to activate.
Data enrichment lookups for household drivers and vehicles, driver license, driver insights, adhoc property data lookups. 10 of each included.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
Additional Policy Points are billed at $2 each.
Need More? You Need Agency Pro.
A custom plan for larger agencies that need more users, more data pulls, and more customization.
Data and Documents
All plans receive access to the following data and documents.
Personal Policy Details
See premiums, coverages, limits, and deductibles for home, auto, and specialty lines.
Commercial Policy Details
See premiums, coverages, limits, and deductibles for multi-peril, workers compensation, commercial auto, and more.
Loss Runs Summaries
Loss events are generated in seconds with data directly from the carrier.
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.
Claims, Incidents and Driving Records
Up to seven years of history with the current carrier. Available with select carriers.
Insured Asset Information
Vehicle information including VINs, year, make, and model. Home, business, and property addresses and related property data.
Enriched Property Data
Enrich property data to include square footage, number of bedrooms and bathrooms, roof shape/type and more.
Document History
Up to seven years of documents, including declaration pages, endorsements, proof of insurance and more.
Platform Features
Permissioned Policy Sharing
Empower clients to share policy information directly from the carrier in just a few seconds.
Standard and Custom Form Builder
Use standard form set to confirm collected data like DOB, license numbers, and demographic information. Create custom forms to gather all the information you want.
DecSight™ Document Upload
Enable document upload, then accurately extract the underlying information in a dec page and have it structured into usable data.
Data Enrichment Lookup
Lookup household drivers and vehicles, driver's license, Driver Insights (driving records), and property data.
Branded Experiences
Upload your logos or photos and customize colors and messages to ensure a consistent client experience.
Custom Links and QR Codes
Generate custom links for your producers, staff, referral partners, and for different lead source tracking.
Custom Email and Text Templates
Access several templates for inbound and outbound use. Create and customize templates for your team.
Send Links Through Email or SMS (Text)
Send emails and texts directly through Canopy Connect, and track their status all the way to a completed submission.
Embed an Import Module on Your Website
Add a Canopy Connect module directly on your website to increase functionality and conversions.
Track Wins and Losses
See how your team is utilizing their links to know how Canopy Connect is increasing their closing ratio.
Share Information with Your Team
Choose which links each user can see activity for—share insurance pulls between teammates instantly.
Website Integrations
Embed rich experiences natively with websites powered by GravityCerts, BrightFire, and more.
Comparative Rater Integrations
Send collected insurance data directly into EZLynx, PL Rating, Epic Quotes, QuoteRUSH, and TurboRater to generate quotes fast.
CRM Integrations
Send collected insurance data directly into Agency Zoom, InsuredMine, AgencyMVP, and Salesforce to stay on top of sales.
AMS Integrations
Send collected insurance information to Hawksoft and Applied Epic without any manual data entry.
Zapier Integrations
Automate tasks and connect Canopy Connect with thousands of the most popular apps using Zapier—no coding is necessary.
Drop-in Onboarding and Training
Group onboarding sessions are scheduled several times each week. Advanced plans include 1:1 training and onboarding.
1:1 Team Onboarding and Training
Schedule a personalized training for your team with a Canopy Connect expert, and attend any of our drop-in training sessions.
Support When You Need It
Get help when you need it through chat or email. Canopy Connect is easy to use, but if you ever need a hand, we're just a click away.
MORE SOLUTIONS
Not Only for Insurance Agencies
Mortgage Lending
Close home loans faster with instant insurance verification built into your loan processing workflow.
Loan Servicing
Protect your lenders and investors by verifying and monitoring collateral assets are properly insured, now and in the future.
Auto Finance
Ensure that borrowers have the right coverage for their vehicles before finalizing auto loans and leases.
Insurance Carriers
Deliver a better quoting experience and improve servicing for clients, agents, and partners.
Driver Compliance
Confirm that your employees and contract drivers are properly covered when using company vehicles or their own.
Embedded Insurance
Embed insurance intelligence into your applications to drive cross-selling opportunities or launch an insurance marketplace.
Book a Demo
Schedule a demo and consultation with a Canopy Connect expert to see how it can work with your insurance agency.