Canopy Connect

Point of Contact: Robert Boerrigter, Head of Agency Sales

Available Services: Insurance data intake platform

IAOA Discount: 10% off your first year and 14-day free trial when you sign up using the forum on the right.


The Fastest Way to Collect Insurance Information

Canopy Connect is the most comprehensive insurance data intake platform. More than 10,000 insurance agents use Canopy Connect to collect verified insurance information from their prospects in seconds.

Simply send your custom link that enables prospects to share personal and commercial insurance data directly from their current carrier. You’ll receive policy details and insurance documents (including declarations page), ‌driver information, enriched property details, claims history, and commercial loss runs. Send this data to your rater, CRM, or AMS so you can provide faster, more accurate quotes that win.


Why Agencies Choose Canopy

Having a clear understanding of your prospect’s current insurance profile—seeing policies, claims, assets, and insureds—gives you the information you need to be a trusted insurance advisor.

Collecting all this information is time-consuming and frustrating for the agent and the prospect. Canopy Connect helps you get verified insurance information in 20 seconds.

The Right Data, Right Now

With Canopy Connect, you’ll get all the information you need to understand a prospect’s insurance situation and build competitive quotes:

    • Personal and Commercial Policy Details: Premiums, limits, deductibles, and endorsements.
    • Insurance Documents: Declaration pages, renewals, endorsements, binders, VOI.
    • Contact and Driver Information: Names, email, phone, address, license numbers, and DOBs.
  • Enriched Property Data: Property details, building characteristics, title, and valuations.
  • Claims History and Driving Records: Up to seven years of history with the current carrier.
  • Commercial Loss Runs: See detailed loss information instantly.

Delight Your Clients with a Digital Experience

The traditional prospect experience is full of frustration—long forms, endless questions, and being sent on an errand to find their dec pages.

Your clients can now submit all of this information to you securely while you’re on the phone with them. No more miscommunication of coverages, limits, deductibles, vehicles, or property features.

You can spend more time building rapport and guiding them through the coverages they need. Provide a fast and accurate comparison quote that is positioned to win.