Catalyit Coffee Chat with Canopy Connect

The Rundown

Canopy Connect is teaming up with Catalyit to boost its visibility among insurance agents — spotlighting its secure, streamlined intake platform that automates the messy process of collecting insurance data.

The Context

• Canopy Connect replaces manual data collection with a secure link clients use to share insurance info.
• It’s built for accuracy and speed — reducing error-prone back-and-forth.
• Innovations include proprietary tech for parsing declaration pages and a Chrome plugin (“Policy Paste”) to auto-fill carrier portals.
• The tech-first approach prioritizes usability and workflow integrations over flashy AI for now.

Why it Matters

Insurance agents spend too much time chasing down client info. Canopy Connect is gunning to make that frictionless — a shift that could redefine how agents onboard and service clients. With new partnerships, expanding tools, and an eye on behavioral sales psychology, the company is not just building tech — it’s building trust.

Watch now to see how Neural can work for you!