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Canopy Connect

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16 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.9
Serving customers since

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14
2
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Canopy Connect Reviews

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Profile Name
Star Rating
14
2
0
0
0
KK
Kyle K.
04/02/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Seamless UI, Eases Team Stress with Perfect CRM Integration

I like the seamless UI and the stress it takes off of our team. We don't have to question if we are going to receive the correct information. The initial setup was very easy, as well as connecting it to Salesforce Agent.
Jen B.
JB
Jen B.
03/17/2026
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Ease of Use That Just Works

Canopy connect is easy for us to use and more importantly it's easy for our clients and prospects to use.
Abbey S.
AS
Abbey S.
Operations Manager at McMichael Insurance Agency
02/26/2026
Validated Reviewer
Verified Current User
Review source: Organic

Canopy connect: User-Friendly for Us and Clients

Canopy connect is very user friendly for both us and the client.

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HQ Location:
San Francisco, US

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@canopy_connect

What is Canopy Connect?

Canopy Connect's insurance intake platform is trusted by more than 24,000 insurance agents to collect verified insurance information from prospects in seconds. Simply send your custom link to enable prospects to share personal and commercial insurance data directly from their current carrier or a dec page. Layer in custom forms to round out their profile with any additional context you need. You'll receive verified policy details, declarations pages, driver information, claims history, and commercial loss data. Canopy Connect can also accurately parse insurance documents with DecSight — our proprietary document intelligence technology. Send this structured data to your rater, CRM, or AMS to provide faster, more accurate quotes that win.

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