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Canopy Connect

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16 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.9
Serving customers since

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14
2
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Canopy Connect Reviews

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Profile Name
Star Rating
14
2
0
0
0
Lisa H.
LH
Lisa H.
04/21/2023
Validated Reviewer
Verified Current User
Review source: Organic

Slick idea!

All a prospect needs is their username and password.
Mary Ann P.
MP
Mary Ann P.
CSO at Firefighter Insurance Services, LLC
12/15/2022
Validated Reviewer
Verified Current User
Review source: Organic

Canopy Connect makes it so easy for our prospects to send us their current policy decs for quoting.

We are using these links in every email we send out. We edited the link to say - "Looking for a quote? Click here to send us your policies"
TH
Tim H.
12/10/2022
Validated Reviewer
Verified Current User
Review source: Organic

Canopy has helped us win 6 figures in premium!

Being able to approach a client and tell them how much they'll save vs what they need to go and compare on their own is a game changer!

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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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