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Canopy Connect

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4.9 out of 5 stars
16 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.9
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Canopy Connect Reviews

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Chuck K.
CK
Chuck K.
01/31/2024
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile

We love Canopy Connect!

|Canopy Connect Insurance Data Intake
Ease of use. We tried 3 providers and Canopy Connect is by far the best. The set up and training are simple and you are ready to use in minutes. The tracking is effective along with the amount of data. Our producers rave about the time it saves and it helps us provide accurate reviews and comparative quotes for our prospects. Another cool feature is the x dating of lost opportunities report.
GP
Gulzar P.
01/11/2024
Validated Reviewer
Review source: G2 invite
Incentivized Review

" Be on Top with Informative Data"

|Canopy Connect Insurance Data Intake
Its been great to have all data of clients on your desk with simplest form, Its has very good features to maintain data, I have merged my data with app with ease.
SV
Stephanie V.
05/08/2023
Validated Reviewer
Review source: Organic

I’m excited to help my producers be more efficient.

|Canopy Connect Insurance Data Intake
The ability to pull my customer's information into the PL rater will save so much time. The customers will benefit from the quick turnaround of the quoting. The coming soon buy button will complete the sale in record time. In a time where time is precious, this feature is priceless.

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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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