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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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15
2
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0

Canopy Connect Reviews

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Profile Name
Star Rating
15
2
0
0
0
Verified User in Insurance
UI
Verified User in Insurance
02/12/2025
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

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

Makes quoting twice as fast and less back and forth. You already know what you are dealing with before you speak with a client.
Chuck K.
CK
Chuck K.
01/31/2024
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile

We love Canopy Connect!

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

It's been great to have all data of clients on your desk in the simplest form. It has very good features to maintain data. I have merged my data with the app with ease.

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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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