Canopy Connect Demo

The Rundown

In a Catalyit Demo Lounge webinar, Canopy Connect showcased how its intake platform slashes data entry and speeds up quoting for insurance agents by pulling verified data from over 300 carriers — in seconds.

The Context

• Ray Huang spotlighted the pain points of clunky, error-prone intake forms.
• Canopy Connect offers real-time, secure data retrieval, custom form support, and integrations with popular raters like TurboRater.
• A live demo by Casey Armstrong walked through the consumer-facing experience and backend workflows.
• The platform is SOC 2, Type II certified — prioritizing encryption and compliance.
• Special pricing promos were teased for new users.

Why it Matters

Quoting is the lifeblood of insurance sales — but it’s often a broken experience. Canopy Connect promises to turn what used to take hours into minutes, helping agents focus more on closing deals and less on chasing paperwork.

Log in and watch now to see how Canopy Connect can support your agency.