Canopy Connect

Collecting insurance information faster and easier

Collect All Dec Pages Instantly with Our 1-Click Solution

Canopy Connect helps you collect all the dec pages and insurance information you need to quote within minutes. We’ve built a 1-click “Import My Insurance” for your prospects which authorizes us to pull a copy of all of their insurance information and send it directly over to you, all with the click of a button. After that, you’ll instantly see all their insurance information show up in our dashboard. You’ll receive all dec pages, vehicles, drivers, home information, premiums, coverages, and claims history across all personal lines (auto, home, umbrella, life, condo, boat, motorcycle, etc).

With our platform, your staff doesn’t need to spend time collecting information or chasing down prospects. All the information you need to accurately quote and close at your fingertips. So you can focus on building relationships instead of collecting Dec pages.

How does it work?
You’ll get your own unique link. Send prospects to your link to start collecting information instantly. You can also embed our widget directly into your website/app with our 1-line snippets. Your prospects import their current insurance with our 1-click solution, using their online account with their carrier. Once they give us their consent, Canopy Connect does the rest & all their information shows up in our Dashboard. We even have an API you can use to automatically send this data into your AMS, CRM or Rater.

What data do I get?
We retrieve all of the insurance documents directly from the carrier, so you’ll have Declarations Pages, Applications, Binders, Auto ID Cards and other documents in PDF format (renewal, current and prior, up to 7 years worth of history). Across all personal lines!

Instant Insurance Insights – Collect declaration pages, policy details, vehicles, drivers, claims, contact info, documents and more – instantly and securely.

Accurate & Comprehensive – Access accurate information across all of your client’s insurance policies.

Deeper Client Relationships – Armed with data, you can focus on delivering value to your clients instead of collecting information.

Member Benefit

  • 14-day free trial and 25% off the first three months
  • Schedule a demo at usecanopy.com

TO ACCESS THIS MEMBER-ONLY BENEFIT
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E&O Insurance for Insurance Agents

  • A-rated & admitted carrier
  • Special rates for new agents – as low as $650
  • No fee monthly payment plans
  • Cyber liability extension included
  • Affordable premiums
  • First dollar defense; deductible applies to damages only
  • And much more!