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Canopy Connect

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4.9 out of 5 stars
17 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.9
Serving customers since

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Canopy Connect Reviews

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15
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Verified User in Insurance
UI
Verified User in Insurance
09/14/2026
Validated Reviewer
Verified Current User
Review source: Organic

Easy for Clients, Organized Submissions, and Smooth Agent Notifications

|Canopy Connect Insurance Data Intake
I like how easy it is to send as an agent. I can send it via text and email, and it's extremely easy for the client to receive, fill out, and get notified as an agent when it is actually submitted. It's also very good at organizing the data that is submitted in a very easy-to-read format, so that I can review the account as accurately as possible and take the data that is received and send it off to our rating system or other needs that we have for it. It also performs extremely well, even for prospects who have limited technology know-how. They give options now for even just taking pictures of documents, which is really, really convenient for people who do not have electronic access to their policies. It exceeds it
KK
Kyle K.
04/02/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Seamless UI, Eases Team Stress with Perfect CRM Integration

|Canopy Connect Insurance Data Intake
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 Insurance Data Intake
Canopy connect is easy for us to use and more importantly it's easy for our clients and prospects to use.

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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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