Recommended by Top Agencies, Networks, Training Organizations
SOLUTIONS
How Canopy Connect Works
1. Send Link
Text or email your custom Canopy Connect link to your prospect. You can also embed a widget directly into your website.
2. Client Signs In
Your prospect or client selects their carrier and authenticates. They are done importing their insurance in less than 10 seconds.
INSURANCE AGENCIES
Why Agencies Choose Canopy
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. Canopy Connect helps you get verified insurance information in 20 seconds.
Collecting all this information is time-consuming and frustrating for the agent and the prospect. Canopy Connect helps you get verified insurance information in 20 seconds.
Start Your 14-day Free Trial
Join over 10,000 insurance agents already using Canopy Connect.
INSURANCE DATA
Broad & Deep Market Coverage
With access to more than 250 of the top insurance carriers in personal and commercial P&C. Canopy Connect has the market covered.
95%
Auto Insurance Market Coverage
90%
Homeowners Insurance Market Coverage
56%
Commercial Insurance Market Coverage
5.6
Seconds to Transfer Policy Data from the Insurance Carrier
PRICING
Choose a Plan That's Right for Your Agency
Free 14-day trial on all plans
Agency Plus
Most Popular
$225/month
$2,700/year paid annually
For growing agencies that need integrations into their other systems.
This includes
All core Canopy Connect features including retrieval of policy details, declaration pages, and more
125 personal lines data pulls per month (+$2/additional pull)
10 users included (+$15/user)
Zapier access for connecting with Hubspot, Salesforce, Better Agency, and more
Enriched property and mortgagee data
1:1 personalized onboarding for your team
Agency Duo
$315/month
$3,780/year paid annually
For small agencies that sell personal and commercial lines.
This includes...
All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more
50 personal lines data pulls per month (+$3/additional pull)
20 commercial lines data pulls per month (+$12/additional pull)
5 users included (+$15/user)
Zapier access for connecting with AgencyZoom, Better Agency, Salesforce and more
1:1 personalized onboarding for your team
Does not include direct integrations or enriched property data
Agency Complete
$540/month
$6,480/year paid annually
For agencies that sell personal and commercial lines.
This includes
All core Canopy Connect features including retrieval of policy details, declaration pages, and more
125 personal lines data pulls per month (+$2/additional pull)
50 commercial data pulls per month (+$10/additional pull)
10 users included (+$15/user)
Zapier access for connecting with Hubspot, Salesforce, Better Agency, and more
Enriched property and mortgagee data
Loss runs generated without alerting the agent of record or the carrier
1:1 personalized onboarding for your team
Agency Plus
Most Popular
$250/month
For growing agencies that need integrations into their other systems.
This includes
All core Canopy Connect features including retrieval of policy details, declaration pages, and more
125 personal lines data pulls per month (+$2/additional pull)
10 users included (+$15/user)
Zapier access for connecting with Hubspot, Salesforce, Better Agency, and more
Enriched property and mortgagee data
1:1 personalized onboarding for your team
Agency Duo
$350/month
For small agencies that sell personal and commercial lines.
This includes...
All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more
50 personal lines data pulls per month (+$3/additional pull)
20 commercial lines data pulls per month (+$12/additional pull)
5 users included (+$15/user)
Zapier access for connecting with AgencyZoom, Better Agency, Salesforce and more
1:1 personalized onboarding for your team
Does not include direct integrations or enriched property data
Agency Complete
$600/month
For agencies that sell personal and commercial lines.
This includes
All core Canopy Connect features including retrieval of policy details, declaration pages, and more
125 personal lines data pulls per month (+$2/additional pull)
50 commercial data pulls per month (+$10/additional pull)
10 users included (+$15/user)
Zapier access for connecting with Hubspot, Salesforce, Better Agency, and more
Enriched property and mortgagee data
Loss runs generated without alerting the agent of record or the carrier
1:1 personalized onboarding for your team
Want to See a Live Demo?
Schedule a personalized demo for you and your team with a product expert.
TESTIMONIALS
Canopy Connectors
Hear how our amazing customers are using Canopy Connect