As an independent insurance agent, you know that getting accurate client information is one of the hardest — and most time-consuming — parts of the sales process. Between chasing down dec pages, waiting on emails, and sorting through partial details, it can feel like you spend more time gathering data than advising clients.
That’s where Canopy Connect, a Catalyit Premium Partner, comes in.
Canopy Connect is a secure, digital solution that allows your prospects and clients to easily share their insurance information with you — instantly. Instead of waiting days (or weeks) for paperwork, your client simply clicks a link, logs into their current insurance carrier, and in seconds you receive all the information you need.
Think of it as the “Plaid for insurance” — just like banking apps use Plaid to securely pull financial data, Canopy Connect does the same for insurance.
30-minute onboarding with free live onboarding sessions
12,000 agents using the platform with over 2 million policies shared
96% Auto Insurance market coverage
91% Homeowners Insurance market coverage
Instant access to policies – Clients securely share their full policy details, including coverage, premiums, limits, deductibles, and carriers.
Accurate, up-to-date information – No more relying on incomplete or outdated documents.
Easy integration – Connects with most major raters, CRMs, agency management systems, and other tools you already use.
Streamlined client experience – Instead of emailing or scanning paperwork, clients just log in and share in seconds.
Saves you time: No more chasing down dec pages. You can quote faster, follow up sooner, and close more business.
Improves accuracy: With complete and correct data at your fingertips, you reduce errors and gain confidence in your recommendations.
Boosts client experience: Prospects love the simplicity. A smoother onboarding process shows that you’re modern, efficient, and respectful of their time.
Grows your book: Faster quoting and a better client experience means you can write more policies and retain more clients.
In short, Canopy Connect eliminates one of the biggest pain points in the insurance process: gathering client data. It puts you in a position to focus on what really matters — advising, protecting, and building relationships.
If you’re ready to make data collection painless and accelerate your growth, check out Canopy Connect today!
About Catalyit Solution Providers
Catalyit’s Solution Providers are leading insurance technology companies that help independent agents harness the potential of technology to optimize their agency systems and processes, and deliver exceptional service to their customers. Find out more about Catalyit’s Premium Solution Providers.