Canopy Connect

Point of Contact: Casey Armstrong and Derek Burke

Available Services: Insurance data intake platform

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

The Insurance Data Intake Platform

Canopy Connect’s insurance data intake platform is trusted by more than 10,000 insurance agents 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 pages), driver information, enriched property details, claims history, and commercial loss run summaries.

Need more information? No problem. Add custom forms to your flow to get the answers you need. You can even look up missing information like household members, driver information, and driving records.

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, VOIs.
• 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 Summaries: See detailed loss information instantly.
• Custom Intake Forms: Ask for the additional information you need.

Delight Your Clients with a Modern 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 with data sourced from the insurance carrier. 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.
 

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, Powers Insurance Experts (IAOA Member)