Canopy Connect’s insurance intake platform is trusted by more than 20,000 insurance agents to collect verified insurance information from their prospects in seconds.

Simply send your custom link that enables prospects to share personal and commercial insurance data directly from their current carrier. Ask additional questions with custom forms.

Agents will receive policy details and insurance documents (including declarations page), driver information, enriched property details, claims history, and commercial loss run summaries. Send this data to your rater, CRM, or AMS so you can provide faster, more accurate quotes that win.

Company Highlights:

• Receive verified insurance info including dec pages from 300+ carriers.
• Includes customizable forms, dec page uploading and parsing, data enrichment.
• Integrations into all major raters, as well as CRMs and AMSs.