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Canopy Connect

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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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Profile Name
Star Rating
15
2
0
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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.
Carter .
C
Carter .
01/09/2026
Validated Reviewer
Review source: Organic

Insightful Premiums and Coverage Visibility

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

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.

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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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