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Canopy Connect

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

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Canopy Connect Reviews

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Profile Name
Star Rating
12
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0
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Carter .
C
Carter .
01/09/2026
Validated Reviewer
Review source: Organic

Insightful Premiums and Coverage Visibility

|Canopy Connect Insurance Data Intake
I appreciate that it's very nice to see the competitors' premium and coverages. I like seeing all of the current policies the client has because a lot of people won't know all the policies they currently hold. It's nice to see the premiums as it helps me determine what's competitive versus not. Also, the initial setup of Canopy Connect Insurance Data Intake was very easy.
SM
Savannah M.
12/22/2025
Validated Reviewer
Review source: G2 invite

Effortless Insurance Data Collection Simplified

|Canopy Connect Insurance Data Intake
I like that Canopy Connect Insurance Data Intake makes it simple for the prospect, with not many hoops they have to jump through to accomplish this task. Even people with minimal technology knowledge can accomplish this, which is great. It saves the prospect time when submitting their information. Also, the initial setup was very easy, which is a big plus for me.
Verified User in Insurance
UI
Verified User in Insurance
02/12/2025
Validated Reviewer
Verified Current User
Review source: G2 invite

This really will save you 15 minutes on your car insurance!

|Canopy Connect Insurance Data Intake
Makes quoting twice as fast and less back and forth. You already know what you are dealing with before you speak with a client.

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HQ Location:
San Francisco, US

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@canopy_connect

What is Canopy Connect?

Canopy Connect is a technology company that specializes in simplifying the insurance process by providing an innovative platform where individuals can effortlessly share their insurance information. Their solution allows for rapid data retrieval from insurance documents, enhancing the efficiency of quote comparison and insurance advisor analysis. The platform’s user-friendly, secure access paves the way for improved customer experience in the insurance industry by reducing the hassle of manually inputting data. This convenience not only saves time but also ensures accuracy and privacy in managing insurance documentation.

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