INSURANCE AGENCIES
Why RPOA Recommends Canopy
How you gather insurance information from prospects affects your quoting process.
From the start, prospects are looking for the easiest and quickest way to get a quote. Some insurance agents choose to rely on long intake forms, while some manually ask questions over the phone.
These traditional intake processes are inaccurate and lack the speed and efficiency modern consumers are used to.
Canopy Connect’s insurance data intake platform makes it easy for clients to share their insurance information. It allows agents to view verified coverages, premiums, limits, deductibles, dec pages, and more so they can provide faster, more accurate quotes that win.
From the start, prospects are looking for the easiest and quickest way to get a quote. Some insurance agents choose to rely on long intake forms, while some manually ask questions over the phone.
These traditional intake processes are inaccurate and lack the speed and efficiency modern consumers are used to.
Canopy Connect’s insurance data intake platform makes it easy for clients to share their insurance information. It allows agents to view verified coverages, premiums, limits, deductibles, dec pages, and more so they can provide faster, more accurate quotes that win.
INSURANCE DATA INTAKE
How Canopy Connect Works
1. Send Link
Text or email your custom Canopy Connect link to your prospect. You can also embed a widget directly into your website.
2. Client Signs In
Your prospect or client selects their carrier and authenticates. They are done importing their insurance in less than 10 seconds.
3. View Policy Information
You can view the imported structured data as well as recent documents including declaration pages from all policies in the account in the agent dashboard.
EXCLUSIVE OFFER
Only for RPOA Members
Free 14-day trial on all plans, plus $50 off each of your first two months.
Agency Starter
$90/month
$1,080/year paid annually
For individual insurance agency owners and producers with small teams.
This includes...
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 personal lines submissins per month (+$3/additional pull)
Zapier access for connecting with AgencyZoom, Better Agency, Salesforce and more
Drop-in group onboarding sessions
Start Trial
Agency Plus
Recommended
$225/month
$2,700/year paid annually
For growing agencies that need integrations into their other systems.
Everything in Agency Starter, plus....
10 users included (+$15/user)
Up to 125 personal lines submissions per month (+$2/additional pull)
Up to seven years of document history, including declaration pages, endorsements, proof of insurance and more
Enrich property data to include square footage, number of bedrooms and bathrooms, roof shape/type and more
1:1 personalized onboarding for your team
Start Trial
Agency Complete
Commercial
$540/month
For agencies that sell personal and commercial lines.
Everything in our Agency Plus, as well as....
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, and more
Up to 50 commercial submissions per month (+$10/additional pull)
Loss run summaries included
Start Trial
Starter
$100/month
For individual insurance agency owners and producers with small teams.
This includes...
All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more
5 users included (+$15/user)
Up to 50 personal lines submissions per month (+$3/additional pull)
Zapier access for connecting with AgencyZoom, Better Agency, Salesforce and more
Drop-in group onboarding sessions
Start Trial
Plus
Recommended
$250/month
For growing agencies that need integrations into their other systems.
Everything in Agency Starter, plus....
10 users included (+$15/user)
Up to 125 personal lines submissions per month (+$2/additional pull)
Up to seven years of document history, including declaration pages, endorsements, proof of insurance and more
Enriched property and mortgagee data
1:1 personalized onboarding for your team
Start Trial
Complete
Commercial
$600/month
For agencies that sell personal and commercial lines.
Everything in our Agency Plus, as well as....
Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, and more
Up to 50 commercial lines submissions per month (+$10/additional pull)
Loss run summaries included
See what commercial includes
Start Trial
TESTIMONIALS
You're in Great Company
Hear how our amazing customers are using Canopy Connect
Canopy Connect is such an awesome way to not just have smoke and mirrors to what the customer has. You're literally looking at it. You can see it right in front of you. It's literally a secret weapon.
Jeremy Powers
Owner
Powers Insurance Experts
Powers Insurance Experts
Canopy Connect is the key to the future scalability of our agency. We are sending the Canopy Connect link to every client.
Shane Vander Geissen
Producer
Rice Insurance
Rice Insurance
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
Owner
Miner Family Insurance / TWFG
Miner Family Insurance / TWFG
I recommend Canopy Connect to all of the agents I meet and mentor. It makes the intake much faster and easier for me and my clients and has enabled me to scale my agency.
Kevin Spann
Abraham Kevin Spann: Allstate Insurance
I don't know how I would do business today in personal lines without Canopy Connect. I just don't know how I would do it. It would be so inefficient.
J.C. Wogomon
Owner
Catalyst Insurance Group
Catalyst Insurance Group
Book a Demo
Schedule a demo and consultation with a Canopy Connect expert to see how it can work with your insurance agency.