The Fastest Way to Collect Verified Insurance Information.
What makes us unique?
Having a clear understanding of your prospect's current insurance profile-seeing policies, premiums, claims, assets, and insureds-gives you the information you need to be a trusted insurance advisor and build a winning quote. 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.
Features and Workflow
Canopy Connect helps insurance agents get verified insurance information from their prospects in less than a minute. Simply send your custom link that enables prospects to share personal and commercial insurance information directly from their current carrier. You'll receive all of the prospects' insurance information. Send this data to your rater, CRM, or management system so you can provide faster, more accurate quotes and increase your closing ratio by 60%.
- Collect information from all personal and commercial P&C lines.
- Policy information: coverages, limits, deductibles, premiums, expiration dates.
- Vehicle information: VINs, Year, Make, Model, Lien holders, mileage.
- Driver information: DOBs, drivers license numbers, driving records.
- Enriched Property data: property characteristics, building information, valuations.
- Claims history and loss runs: dates, incident types, payouts, and statuses.
- Integrations with top raters, CRM, and Hawksoft via InsuranceGIG
- Broad and deep market coverage: More than 300 carrier integrations that covers 96% of personal auto market and 91% of homeowners insurance market.
- Free onboarding and training.
- Free 14-day trial.