Canopy Connect
Insurance verification and intake platform for agencies, lenders and automotive businesses
Canopy Connect is an insurance data intake and verification platform that lets businesses send a branded link to prospects, who can then share policy information directly from their carrier, upload a declaration page, submit a form, or speak with an agent. The platform returns structured personal and commercial P&C insurance data, including premiums, limits, deductibles, claims history, driver and property details, viewable in an agent dashboard and transferable to a rater, CRM, or AMS.
Key capabilities include an agent dashboard, an embedded website widget, QR and text/email link sharing, an API and SDK, and integrations with systems such as Applied Epic, EZLynx, HawkSoft, Salesforce, InsuredMine, AgencyZoom, Encompass, CDK, TSD, and Zapier. The platform also supports AI-assisted features through Mav, an AI sales assistant that can respond based on a prospect's coverages, limits, and deductibles. Security measures include SOC 2 Type 2 certification, 256-bit AES encryption at rest, and TLS 1.3+ in transit.
Canopy Connect is designed for insurance agencies, networks, insurtechs, lenders, dealerships, mortgage lenders, auto finance companies, loan servicers, carriers, and embedded insurance providers. Pricing is available through annual or monthly billing, with a Scratch plan for individual agency owners and producers that includes quote points and a set number of users, with additional users available for an added fee.
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