Canopy Connect Insurance Data Intake Pricing Overview

For individual insurance agency owners and producers with small teams.

3 users included (+$10/user)
30 Quote Points included (One personal lines submission requires one Quote Point)
Retrieve personal P&C policies including policy details, declaration pages, claims history, and more.
DecSight document upload and parsing
Standard form builder
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Drop-in group onboarding and training.
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For growing agencies that want integrations and advanced features.

5 users included (+$15/user)
100 Quote Points included (One personal lines submission requires one Quote Point. One commercial lines submission requires two Quote Points.)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
DecSight document upload and parsing
Custom form builder
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Up to seven years of document history
Data enrichment lookups for household drivers and vehicles, driver license, or driver insights are available for a small fee. 10 adhoc property lookups included. Contact our support team to activate after signup.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
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For mid-sized agencies that want integrations and advanced features.

10 users included (+$15/user)
300 Quote Points included (One personal lines submission requires one Quote Point. One commercial lines submission requires two Quote Points.)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
DecSight document upload and parsing
Custom form builder
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Data enrichment lookups for household drivers and vehicles, driver license, driver insights, adhoc property data lookups. 10 of each included.
1:1 personalized onboarding for your team.
Drop-in group onboarding and training.
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For agencies with multiple offices or high-volume referral partners.

50 users included (+$10/user)
500 Quote Points included (One personal lines submission requires one Quote Point. One commercial lines submission requires two Quote Points.)
Retrieve personal & commercial policies including policy details, declaration pages, claims history, loss summaries, and more.
DecSight document upload and parsing
Custom form builder
Enhanced property and mortgagee data.
Direct integrations into Applied Epic, EZLynx, PL Rating, AgencyZoom, and more.
Policy Paste Chrome extension access. Paste collected information into any web form including carrier quote forms.
Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more.
Data enrichment lookups for household drivers and vehicles, driver license, driver insights, adhoc property data lookups. 10 of each included.
1:1 personalized onboarding for your team and priority support
Additional Office Locations are billed at $600 each, annually.
Additional Referral Partners are billed at $300 each, annually.
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