Features & Quick Stats
Key Features
- 30-minute onboarding with free live onboarding sessions
- 12,000 agents & 2M+ policies shared
- 96% Auto Insurance Market Coverage
- 91% Homeowners Insurance Market Coverage
Core Business
How Canopy Connect Insurance Intake Platform Helps Independent Agents & Brokers
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. Lengthy forms and phone calls often create friction for clients and hinder efficiency for agents. Canopy Connect helps you get verified insurance information in 20 seconds.
Integrations
One-way integrations: PL Rating by Vertafore, HawkSoft AMS, Applied Epic, EZLynx AMS, EZLynx Rating Engine, QuoteRUSH, AgencyZoom by Vertafore, InsuredMine, Salesforce, BrightFire, GravityCerts, TurboRater, Agency MVP, Bindable, Zapier. View all integration partners.
AI Capabilities
DecSight™ is the technology that converts a dec page to data. It uses a proprietary large language model (LLM) that is purpose-built to identify insurance documents and its contents. It accurately parses data and structures it in a consistent, usable format.
Partnerships
- Agency Network Partners: Big I Alliance, SIAA, FirstChoice, Keystone, Ironpeak, PGI, ISU, The AC, Horizon, IAOA, First Connect, Canyon Lands, and more.
- Vendor Partners: Vertafore Orange Partner, HawkSoft Solution Partner, Applied Systems Partner, InsuredMine, Agency MVP, QuoteRUSH/Client Dynamics, BrightFire, Sembley, Bindable, and more.
- Associations and Industry Partners: IIABA, Big I Alliance, Agents Council on Technology (ACT), Mortgage Bankers Association, Agency Intelligence, and more.