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Canopy Connect description
Canopy Connect helps insurance agents gather accurate policy information from potential customers in seconds. Agents send a link to the customer, who then securely shares their current insurance details directly from their insurance company. This allows agents to provide quicker and more precise quotes. Canopy Connect works with most major insurance carriers and provides a secure platform for data transfer.
Who is Canopy Connect best for
Canopy Connect helps insurance agents quickly gather accurate policy information from clients. Agents send a secure link, enabling clients to share policy details directly from their insurance company. This streamlines quoting and improves accuracy. Canopy Connect integrates with most major insurance carriers and offers a secure platform for data transfer. G2 reviewers rate it 4.9/5 stars.
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Ideal for small to medium-sized insurance agencies (1-1000 employees).
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Specifically designed for the insurance industry, supporting personal and commercial lines.
Canopy Connect features
Supported Agents can gather current insurance details like premiums, limits, coverages, deductibles, and declaration pages directly from customers' insurance companies. |
Supported Uses a secure platform and end-to-end encryption to protect customer data during transfer. |
Supported Works with over 300 top insurance carriers in personal and commercial lines, covering 96% of the auto market and 91% of the homeowners market. |
Supported Provides access to 250+ structured data fields for personal and commercial lines, enabling integration with other systems. |
Supported Agents can access imported structured data and documents like declaration pages in a centralized dashboard. |
Supported Gathers data on premiums, limits, coverages, deductibles, and declaration pages from various insurance lines. |
Supported Covers both personal and commercial P&C insurance, including auto, home, and business policies. |
Canopy Connect pricing
The commentary is based on 2 reviews from Canopy Connect G2 reviews.
Canopy Connect's pricing is considered invaluable due to its time-saving features and efficiency gains. Users highlight its ability to streamline workflows and improve customer service, making the cost worthwhile. While specific pricing details aren't available in reviews, its perceived value outweighs any potential cost concerns.
See the Canopy Connect pricing page.
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Canopy Connect has a free trial.
For individual insurance agency owners and producers with small teams. Includes all core Canopy Connect features, 5 users (+ $15/user), 50 personal data pulls per month (+ $3/additional pull), and Zapier access.
For growing businesses that need integrations into their other systems. Includes all core Canopy Connect features, 10 users (+ $15/user), 125 personal lines pulls per month (+ $2/additional pull), custom forms, enriched property data, direct integrations, Zapier access, and up to seven years of document history.
For small agencies that sell personal and commercial lines. Includes everything in Starter, plus commercial lines features: retrieval of commercial P&C policies, 20 commercial lines data pulls per month (+ $10/additional pull), and loss run summaries.
For agencies that sell personal and commercial lines. Includes everything in Duo, plus 10 users (+ $15/user), 125 personal lines pulls per month (+ $2/additional pull), 50 commercial lines pulls per month (+ $10/additional pull), direct integrations, and up to seven years of document history.
For commercial insurance agencies. Includes core Canopy Connect features, retrieval of commercial P&C policies, loss run summaries, enriched property data, 10 users (+ $15/user), and 50 commercial lines pulls per month (+ $10/additional pull).
Canopy Connect alternatives
Commercial SubmissionsStreamlines insurance quoting, connecting clients, agents, and carriers.Read more
Canopy Connect FAQ
Canopy Connect is a platform that streamlines insurance policy data collection. It allows agents to securely access client policy details from over 300 carriers, enabling faster quotes and improved accuracy. It offers a secure data transfer platform, agent dashboard, and API access.
What is Canopy Connect and what does Canopy Connect do?
Canopy Connect is a platform that streamlines insurance policy data collection. It allows agents to securely access client policy details from over 300 carriers, enabling faster quotes and improved accuracy. It offers a secure data transfer platform, agent dashboard, and API access.
Canopy Connect integrates with other systems through its Insurance Data API. This API provides access to over 250 structured data fields for personal and commercial lines, enabling seamless data transfer and integration with various platforms. This facilitates streamlined workflows and enhanced data analysis.
How does Canopy Connect integrate with other tools?
Canopy Connect integrates with other systems through its Insurance Data API. This API provides access to over 250 structured data fields for personal and commercial lines, enabling seamless data transfer and integration with various platforms. This facilitates streamlined workflows and enhanced data analysis.
Top alternatives to Canopy Connect include QQCatalyst, AMS360, Applied Epic, HawkSoft, AgencyBloc AMS+, and Commercial Submissions. These competitors offer similar features, such as streamlined workflows, policy management, and client relationship tools for insurance agencies.
What the main competitors of Canopy Connect?
Top alternatives to Canopy Connect include QQCatalyst, AMS360, Applied Epic, HawkSoft, AgencyBloc AMS+, and Commercial Submissions. These competitors offer similar features, such as streamlined workflows, policy management, and client relationship tools for insurance agencies.
Canopy Connect is a legitimate platform used by insurance agents to securely collect policy information from clients. It integrates with numerous insurance carriers and offers a secure data transfer process, enhancing efficiency and accuracy in quoting.
Is Canopy Connect legit?
Canopy Connect is a legitimate platform used by insurance agents to securely collect policy information from clients. It integrates with numerous insurance carriers and offers a secure data transfer process, enhancing efficiency and accuracy in quoting.
Canopy Connect's pricing starts at $1080/year for the Starter plan. Other plans include Canopy Connect Plus at $2700/year, Duo at $3780/year, Complete at $6480/year, and Agency Commercial at $5400/year. Add-ons like data enrichment are priced separately. A 14-day free trial is available.
How much does Canopy Connect cost?
Canopy Connect's pricing starts at $1080/year for the Starter plan. Other plans include Canopy Connect Plus at $2700/year, Duo at $3780/year, Complete at $6480/year, and Agency Commercial at $5400/year. Add-ons like data enrichment are priced separately. A 14-day free trial is available.
Based on the reviews, Canopy Connect's customer service is viewed positively. Users highlight the time-saving benefits of the platform, referring to it as "priceless" in terms of efficiency and customer service. They appreciate the quick turnaround time for quotes.
Is Canopy Connect customer service good?
Based on the reviews, Canopy Connect's customer service is viewed positively. Users highlight the time-saving benefits of the platform, referring to it as "priceless" in terms of efficiency and customer service. They appreciate the quick turnaround time for quotes.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.